API – Create a Source Company

The Source Company Manager and many of its features are new to LoanPro's June 2021 release. For more information, see our main article on the Source Company Manager.

General

To create a source company through the API, send a POST request to the following URL:

POST https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies?

The payload should look something like this:

{
"companyName": "Lenders R Us",
"numSuffix": "1",
"numPrefix": "LRU",
"contactPhone": "8005554444",
"CustomFieldvalues": {
"results": [
{
"customFieldId": 83,
"customFieldValue": "4"
}
]
},
"Employees": {
"results": [
{
"userId": "2296"
},
{
"userId": "6"
}
]
},
"PrimaryContact": {
"__id": "2296"
},
"Address": {
"country": "company.country.usa",
"state": "geo.state.CA",
"zipcode": "90210",
"address1": "129 N Stump St",
"city": "BEVERLY HILLS"
}
}

  • companyName - The name of the source company you are creating.
  • contactName - Name of your contact at the source company.
  • numPrefix - The common prefix that will be added to the id's of loans created with this company assigned as the source company.
  • numSuffix - The common suffix that will be added to the id's of loans created with this company assigned as the source company.
  • contactPhone - Phone number of your contact at the source company.
  • CustomFieldValues - This object will contact all of the custom fields you have set up for source companies. You can find a full list of your custom fields are their IDs within Settings > Source Company > Custom Fields.
  • Employees - The LoanPro user ID for each employee linked to the source company.
  • PrimaryContact - The LoanPro user ID of the employee listed as the primary contact.
  • Address - This object contains all of the information for the source company address. Note that the two-letter state code needs to be capitalized.


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