API – Advancement/Credit

General

You can log an advancement or credit on a loan either through the UI, or using the API, which is explained here.

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

Request Body for Advancements

{
  "Advancements": {
    "results": [
      {
        "modalType": "advancement",
        "loanId": 370,
        "resetPastDue": 0,
        "amount": "900.00",
        "date": "2015-11-18",
        "title": "test",
        "category": 3
      }
    ]
  }
}

• modalType – Needs to be an advancement for an advancement and credit for credit
• loanId – The associated loan ID
• resetPastDue – Whether or not to reset days past due
• amount – The advancement amount
• date – The date the advancement was made (YYYY-MM-DD)
• title – A title or short description of the advancement
• category – The advancement category ID

Request Body for Credits

Below is a sample request body for credits

{
  "Credits": {
    "results": [
      {
        "modalType": "credit",
        "loanId": 370,
        "resetPastDue": 0,
        "amount": "900.00",
        "date": "2015-11-18",
        "title": "test",
        "category": 3,
        "paymentType": 2,
        "customApplication": "{\"principal\":0,\"interest\":0,\"fees\":0,\"payoffFees\":0,\"escrow\":0,\"escrow_1\":
0,\"escrow_11\":0,\"escrow_12\":0,\"escrow_13\":0,\"escrow_2\":0,\"escrow_3\":0,\"escr
ow_4\":0,\"escrow_5\":0,\"escrow_7\":0,\"escrow_8\":0,\"escrow_9\":0,\"discount\":0,\"
fees_206\":0,\"fees_205\":0,\"standard\":false,\"payoff\":false}"
      }
    ]
  }
}

• modalType – Needs to be advancement for an advancement and credit for credit
• loanId – The associated loan ID
• resetPastDue – Whether or not to reset days past due
• amount – The credit amount
• date – The date the credit was given (YYYY-MM-DD)
• title – A title or brief description of the credit
• category – The ID of the credit category
• paymentType – The payment type that the credit will use
• customApplication – The custom application of the credit (i.e. how the credit will apply to the loan); for an advancement, it will be “{}”