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GuidesRecipesAPI Reference

Introduction

  • Secure Payments API Introduction
  • Headers
  • Base URL
  • OpenSearch

Customers

  • Customer Creation
    • Get customer informationget
    • Search customerspost
    • Create customerpost
    • Update customerput
  • Notes
    • Get customer notesget
    • Create customer notepost
    • Update customer noteput
    • Delete customer notedelete
  • Payment Profiles
    • Add bank card to customer profileput
    • Remove bank card from customer profiledelete
    • Add bank account to customer profileput
    • Remove bank account from customer profiledelete

Payment Profiles

  • Managing Profiles
    • Generate OBO tokenpost
  • Credit & Debit Cards
    • Get bank card informationget
    • Create bank card
    • Validate credit card informationpost
    • Verify credit card addresspost
    • Update bank cardput
    • Delete bank carddelete
  • Checking & Savings Accounts
    • Get bank account informationget
    • Verify routing numberget
    • Create bank accountpost
    • Update bank accountput
    • Delete bank accountdelete

CARD

  • Bring Your Own Issuer
    • Get issuer accountget
    • Create issuer accountpost
  • Programs
    • Get card programget
    • Create card programpost
    • Update card programpost
    • Upload card program background image
  • Cards
    • Get card detailsget
    • Create cardpost
    • Update cardpost
  • Swipes
    • Generate swipe tokenget
    • Get swipe tokensget
    • Revoke swipe tokenpost
    • Get swipeget
    • Create swipepost
    • Create swipe eventpost
    • Create swipe memopost
    • Update swipe memoput
    • Delete swipe memodelete
    • Upload swipe attachment
  • Asynchronous Handling
    • Get job updatesget

Payment Processors

  • Payment Processors + Gateways
    • Get all processorsget
    • ACHQ
      • Get ACHQ processor configuration infoget
      • Create ACHQ processor configurationpost
      • Update ACHQ processor configurationput
      • Delete ACHQ processor configurationdelete
      • Process ACHQ paymentpost
    • Accept Pay Global/EFT Canada
      • Get Accept/Pay Global processor configuration infoget
      • Create Accept/Pay Global processor configurationpost
      • Update Accept/Pay Global processor configurationput
      • Delete Accept/Pay Global processor configurationdelete
    • Actum
      • Get Actum processor configuration infoget
      • Create Actum processor configurationpost
      • Update Actum processor configurationput
      • Delete Actum processor configurationdelete
      • Process Actum ACH paymentpost
    • Authorize.net
      • Get Authorize.net processor configuration infoget
      • Create Authorize.net processor configurationpost
      • Update Authorize.net processor configurationput
      • Delete Authorize.net processor configurationdelete
      • Process Authorize.Net paymentpost
    • Cybersource
      • Get Cybersource processor configuration infoget
      • Create Cybersource processor configurationpost
      • Update Cybersource processor configurationput
      • Delete Cybersource processor configurationdelete
    • FLEX
      • Get FLEX processor configuration infoget
      • Create FLEX processor configurationpost
      • Update FLEX processor configurationput
      • Delete FLEX processor configurationdelete
    • LoanPaymentPro
      • Get LoanPaymentPro processor configuration infoget
      • Create LoanPaymentPro processorpost
      • Update LoanPaymentPro processor configurationput
      • Delete LoanPaymentPro processor configurationdelete
      • Process LoanPaymentPro card paymentpost
    • Payix
      • Get Payix processor configuration infoget
      • Create Payix processorpost
      • Update Payix processor configurationput
      • Delete Payix processor configurationdelete
    • Repay
      • Get Repay processor configuration infoget
      • Create Repay processorpost
      • Update Repay processor configurationput
      • Delete Repay processor configurationdelete
      • Process Repay transactionpost
    • TabaPay
      • Get TabaPay processor configuration infoget
      • Create TabaPay processorpost
      • Update TabaPay processor configurationput
      • Delete TabaPay processor configurationdelete
      • Process TabaPay paymentpost

NACHA + CPA-005

  • NACHA
    • Get NACHA files reportget
    • Get batch statusget
    • Create NACHA processorpost
    • Create NACHA transactionpost
    • Generate NACHA filepost
    • Download NACHA fileget
    • Get NACHA batch transactionsget
    • Pull NACHA reportspost
  • CPA-005
    • Get CPA-005 files reportget
    • Create CPA-005 processorpost
    • Create CPA-005 transactionpost
    • Generate CPA-005 Batch Filepost
    • Download CPA-005 fileget
    • Pull CPA-005 reportspost

Transactions

  • Processing Payments
    • Process ACHQ payment
    • Process Authorize.net payment
    • Process Actum ACH payment
    • Process LoanPaymentPro card payment
    • Process TabaPay payment
  • Updating Transactions
    • Update transaction statusput
    • Update transaction status via import

Imports & Exports

  • Imports
    • Get import historyget
    • Import credit cardspost
    • Import checking accountspost
    • Run validated importpost
  • Exports
    • Export a csv filepost

Callbacks

  • Callbacks
    • Get callbacksget
    • Create callbackpost
    • Update callbackput

Imports

This section provides an overview on imports in Secure Payments.

Secure Payments allows you to import Payment Profiles and validated imports. Types of Payment Profiles that can be imported include bank accounts and bank cards.
ENDPOINT
  • GET
    /import/all
  • POST
    /credit-card/validate
  • POST
    /checking-account/validate
  • POST
    /{import_type}/import/{id}
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Customers

Customer Creation
Customer Addresses
Customer Phones
Employer & References
Payment Profiles
Customer Documents
Customer Notes
Customer Credit Scores
Customer Custom Fields

Loans

Loan Creation
Loan Setup
Loan Settings
Loan Portfolios
Payment Match
APR Match
Loan Modification
Collateral Tracking
Escrow Management
Enhanced Funding

Loan Servicing

Loan Documents
Notes Manager
Promises
Agent Actions & Results
Smart Checklists
Change Due Date
Past Due Adjustments
Interest Rate Changes
Interest Suspensions
Payments
AutoPays
Loan Transactions
Charges
Advancements & Credits
Communication
Loan Automation
Webhooks
Bankruptcies
Collector Queues

Lines of Credit/Cards

Create Line of Credit Account
Pull Line of Credit Information
Cards

Line of Credit Servicing

Servicing Tools
Documents
Swipes
Disputes
Payments
Statements

Custom Fields

Get Custom Fields
Create Custom Fields
Edit Custom Fields
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