API – Creating Notes

General

Creating a note is done through the API by sending a PUT request to the loan or customer for which the note will be created.

To create a note for a loan or a customer, you will need to send a PUT request to the url of the desired loan/customer. For example, to create a note for the loan with the id 515, the url would be https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans(515).

To create a note for a customer with the id 1137 , the url would be  https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers(1137).

Request Body

{
  "Notes":{
    "results": [
      {
        "body":"<p>Sample Note 2</p>",
        "categoryId": 27,
        "parentId": 370,
        "parentType": "Entity.Loan",
        "subject": "Testing",
"authorId": 10
      }
    ]
  }
}
  • body – The HTML for the note content
  • categoryId – The ID of the note category
  • parentId – The ID of the LoanPro entity that the note is attached to (loan or customer)
  • parentType – The type of the entity that the note will be attached to
    • Should be Entity.Loan for loans
    • Should be Entity.Customer for customers
  • subject – The subject line of the note
  • type – This can be either STANDARD or NOTICE. STANDARD just logs a note on the loan. NOTICE becomes a notice that pops up when the loan is opened, and must be clicked through.
  • expirationDate – This is only used for NOTICE type notes. This is the date on which the notice will no longer pop up on the loan.

Note: The categoryId must be a valid one. See Create New Loan Note Category for help regarding note categories.


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