LoanPro API - Document Upload (New)

General

LoanPro has updated the preferred method for document upload through the API. The new method is a two-step process:

1. Send a POST to receive a pre-signed S3 upload URL
2. Upload the document to S3 using the pre-signed URL
3. Make changes to the document properties

This is the recommended process, but the legacy process is still supported.

Note: When you pull document information through the API the active property will show 0 for all documents. The active property is no longer used to show if a document is active. The archived property is now used to show whether the document is active/archived. So, 0 means it has not been archived and 1 means archived.

Get a Pre-Signed URL

To get a pre-signed URL, send a POST request to either of the following URLs, depending on whether you are uploading a loan document or a customer document:

• /api/public/api/1/Loans({ID})/document/upload
• /api/public/api/1/Customers({ID})/document/upload

The payload should contain the following:

• sectionId (required) - The ID of the document section. This must be an ID that exists within your LoanPro account.
• fileName (required) - Name of the file that will be uploaded. This must match the actual file name.
• customFileName (optional) - Custom file name. This doesn't need to match the actual file name, and will be a label used in LoanPro.
• size (optional) - Size of the file in bytes.

Your payload should look something like this:

{
  "sectionId": 1,
  "fileName": "test.jpg",
  "size": 160000,
  "customFileName": "other_name.jpg"
}

The response should look something like this:

{
  "d": {
    "id": "89",
    "fileName": "test_1572647511.jpg",
    "uploadUrl": "https://autopal-fandora.s3.amazonaws.com/tenants/1/fileAttachments/LoanDocuments/89/test_1572647511.jpg?
X-Amz-Content-Sha256=UNSIGNED-PAYLOAD
&X-Amz-Algorithm=AWS4-HMAC-SHA256
&X-Amz-Credential=AKIAQ5VMVMN6QS2AAJZF%2F20191101%2Fus-east-1%2Fs3%2Faws4_request
&X-Amz-Date=20191101T223152Z
&X-Amz-SignedHeaders=host
&X-Amz-Expires=600
&X-Amz-Signature=fd63f88946e626ec7fbea9d1711ca3078bf42ee507d456b487caebb5b7bdca72",
    "customFileName": "test.jpg",
    "mime": "image/jpeg"
  }
}

The response includes the following:

• id - The ID of the created Document.
• fileName - System-generated unique filename (usually the file name with a number appended).
• customFileName - Name provided in the request payload.
• mime - Identified MIME type based on the file extension.
• uploadUrl - S3 url where the file must be uploaded. This link has an expiration time of 10 minutes.

The example below demonstrates how to do this:

Upload the File

Now the file can be uploaded to the url received. This can be done using a PUT request to the URL that includes the file.

Here is a cURL example:

curl --upload-file "/home/user/Documents/send/test.jpg" 
"https://autopal-fandora.s3.amazonaws.com/tenants/1/fileAttachments/LoanDocuments/89/test_1572647511.jpg?X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAQ5VMVMN6QS2AAJZF%2F20191101%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20191101T223152Z&X-Amz-SignedHeaders=host&X-Amz-Expires=600&X-Amz-Signature=fd63f88946e626ec7fbea9d1711ca3078bf42ee507d456b487caebb5b7bdca72"

Updating Documents

To update a document, send a PUT request to the url of the document. For Loan documents, it is:

https://loanpro.simnang.com/api/public/api/1/odata.svc/LoanDocuments(id=<id>)

and for customer documents it is:

https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomerDocuments(id=<id>)

In both cases, replace “<id>” with the ID of the document.

Changing Active Status

To inactivate a document, the "archived" property should be changed from a 0 to a 1. To do this, send a PUT request with a body that looks something like the following:

{
  "id": 59,
  "archived": 1,
  "__update": true,
  "__id": 59
}

Changing Customer visibility

To change the customer visibility of the document, send a PUT request with the body formatted as follows:

{
  "id": 59,
  "customerVisible": 1,
  "__update": true,
  "__id": 59
}

• customerVisible – Set to “1” to allow the customer to see the document on the customer website
• id – The ID of the document being updated

Updating Metadata

To update the metadata of a document, send a PUT request with the body formatted as follows:

{
  "id": 76,
  "sectionId": "5",
  "description": "this is a description",
  "fileName": "test.png",
  "__id": 76,
  "__update": true
}

• id – The ID of the document to update
• sectionId – The document’s section ID
• description – The description for the document
• fileName – The file name for the document

Note: The sectionId must be a valid one. See Create New Loan Document Section or Create New Customer Document Section for help creating new document sections.