LoanPro API - Update Payment Profile

General

LoanPro uses Secure Payments (formerly PCI Wallet) to securely save payment profile information. However, there are values associated with a payment profile that is saved in LoanPro. If you are a user of LoanPro and not just Secure Payments, we recommend a two-step approach to updating your payment profiles.

Step 1 - Update PCI-Wallet

The first step is to update the payment profile in Secure Payments. this will update the core profile information. Do this using the following:

Method: PUT

Endpoint: https://pciwallet.simnang.com/api/checking-account

Payload:

​{​
​  "token": "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",​
​  "checking-account": {​
​    "accountholder_name": "Andy Goodson",​
​    "account_number": "123456789",​
​    "routing_number": "123456789",​
​    "bank_name": "FIRST BANK",​
​    "eft_branch_number": "",​
​    "eft_institution_number": "",​
​    "address": "123 OAK LANE",​
​    "city": "SCHENECTADY",​
​    "country": "USA",​
​    "zipcode": "1234567890",​
​    "state": "NY",​
​    "account_type": "checking"​
​  }​
​}

Step 2 - Update LoanPro

The second step is to update the peripheral information in LoanPro. To do this, use the following:

Endpoint: https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({Customer ID})

Method: PUT

Payload:

{
  "id": "4",
  "PaymentAccounts": {
    "results": [
      {
        "id": 4,
        "title": "Bank Account 08/15/2020",
        "__id": 4,
        "__update": true
      }
    ]
  },
  "__update": true,
  "__id": "4"
}

This will tell LoanPro to pull the latest data from Secure Payments for this payment profile.

Delete Payment Profile

If you want to delete the payment profile in LoanPro, the payload looks like this:

{
  "id": "4",
  "PaymentAccounts": {
    "results": [
      {
        "id": 4,
        "title": "Bank Account 08/15/2020",
        "__id": 4,
        "__destroy": true
      }
    ]
  },
  "__update": true,
  "__id": "4"
}

Note that the difference is that instead of using __update to update the profile, we use __destroy to delete the profile.

Note: This will permanently break the connection between the Secure Payments payment profile and the LoanPro payment profile, including deleting the token. This is not something that can be recovered. This will NOT delete the payment profile in Secure Payments.