LoanPro API

LoanPro API - Update Merchant Processor Group

General. To update the merchant processor group using the LoanPro API, you simply need to update the loan settings. To do this, send a PUT request to the endpoint: PUT https://loanpro.simnang.com/api…

Updated 4 days ago by Sloan

LoanPro API Overview Part 2

Connecting to the API. General. To connect to LoanPro, you’ll need an HTTP client (an application on your computer that will send HTTP requests). If you want to send requests to the API without writi…

Updated 3 weeks ago by Cole

API – Loan Setup Collections

General. This article shows a list of all collection options for the loan setup. Interest Rate Type. This is a list of all options for loan interest rate types. loan.rateType.annually Annual interest…

Updated 1 month ago by Darrin Wray

API – Activate a Loan

General. In LoanPro, loans have both an activated and a non-activated state. When you first create a loan, by default it isn’t activated. This means that the loan numbers aren’t being updated daily,…

Updated 1 month ago by Cole

LoanPro Swagger Documentation

General. LoanPro's Swagger documentation shows each endpoint, an example of how to send a request, and information about payloads and responses. The full site can be accessed at https://loanpro.simna…

Updated 1 month ago by Cole

API - LoanPro Set Payment Account to Primary

General. Send a PUT request to the URL, https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({ID}). Make sure to replace {ID} with the ID of the customer for which you are changing the pr…

Updated 2 months ago by Cole

API Get Loan Information

General. The odata.svc/Loans endpoint is one of the most important in LoanPro. Through this endpoint, you can create, read, or update loans, but you can also do the same for the loan nested entities.…

Updated 2 months ago by Cole

API - Special Report

General. The special report makes it possible to create an exportable report similar to the custom query. The difference is that with the special report, you can specify your own delimiter or you can…

Updated 2 months ago by Andy

API Query Objects

LoanPro uses ElasticSearch to perform a large portion of searches. This means that the queries used by LoanPro closely resemble the queries used by Elastic search. This article will go over how to us…

Updated 2 months ago by Cole

API – Downloading Customer Documents

General. This article covers how to download the contents of an uploaded document. To learn about how to upload, update, or create documents please see the article API – Documents. Note: When you pul…

Updated 2 months ago by Sloan

API – Creating AutoPays

General. Please review this article – The LoanPro API (AutoPays) These articles should be helpful in understanding what an AutoPay is AutoPay Overview , Schedule a New AutoPay. When you create an Aut…

Updated 2 months ago by Andy

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…

Updated 2 months ago by Sloan

API – Create New Payment Profile Process

General. To create a payment profile in LoanPro, you will need to create a customer if the customer the you want to link the payment profile to doesn’t exist. Next, you should create the payment prof…

Updated 2 months ago by Andy

API – Custom Fields

API – Custom Fields.. General. To change the custom field values for any LoanPro entity that supports custom fields (loan, source company, customer, payment, etc.), send a PUT request to edit that en…

Updated 2 months ago by Darrin Wray

API – Processing a Payment

General. Processing payments can be done through the API by sending a PUT request to the loan on which you wish to process the payment. This article is very similar to API – Logging a Payment (paymen…

Updated 2 months ago by Darrin Wray

API – Logging a Payment

General. Logging payments can be done through the API by sending a PUT request to the loan on which you wish to log the payment. This article will cover Log Only (payments that will only be logged in…

Updated 2 months ago by Darrin Wray

API – Bypassing Transactional Warnings

General. At times you may get an error message similar to the following from the API: { "error": { "message":"Transaction warnings found." }, "warnings": [ "Email test@email.com already exists in the…

Updated 2 months ago by Sloan

Getting Started with the LoanPro API

General.. The LoanPro API makes it possible to integrate other software with our loan servicing system. The API lets another software application send requests to create, read, update, or delete info…

Updated 2 months ago by Andy

API Getting Customer Information

General. The odata.svc/Customers endpoint is one of the most important in LoanPro. Through this endpoint, you can create, read, or update customers, but you can also do the same for the customer nest…

Updated 2 months ago by Cole

API – Advancement/Credit

General. Creating an advancement/credit is done through they API by sending a PUT request to the loan on which you wish to create an advancement/credit. To create an advancement/credit for a loan, yo…

Updated 3 months ago by Sloan

API – Loan Funding

General. This article talks about how to do loan funding. To do loan funding, you will need to send a PUT request to the url of the desired loan. For example, to create a loan funding request for the…

Updated 3 months ago by Sloan

API – Error Responses

General. LoanPro has made an effort to standardize the error responses that are returned by the API. Error responses all have a format that is similar to the following: { "code" : "401-CN0001" , "mes…

Updated 3 months ago by Sloan

API - Adding and Updating Nested Entities

This article assumes that you have read Nested Entities , API – Updating Entities , and API – Expanding objects. There are many times in which the best, and sometimes only way, to get the proper enti…

Updated 4 months ago by Cole

Nested Entities

General. Nested entities are entities that are either inside of or connected to another entity. By default, nested entities are not returned to save on bandwidth and to avoid infinite loops (entity r…

Updated 4 months ago by Cole

API - Transaction Warnings Overview

General. The purpose of transaction warnings it to help users avoid creating duplicate data within the system. The decision to return a transaction warning is based on a comparison of key pieces of d…

Updated 4 months ago by Cole

LoanPro API Overview Part 1

General. The LoanPro API provides access to tons of great LoanPro features that you can use to cut down on your development. Features include Customer Communication, such as sending text messages, em…

Updated 4 months ago by Cole

Elasticsearch Customer Mappings

General. This article shows the customer mappings for elasticsearch. They can also be viewed at: http://api.loanprosoftware.com/elasticsearchDocs/customer.html. Customer Data. Name Description Type B…

Updated 4 months ago by Cole

Elasticsearch Loan Mappings

General. This article shows the loan mappings for elasticsearch. They can also be viewed at: http://api.loanprosoftware.com/elasticsearchDocs/loan.html. Loan Data. Name Description Type Boost Analyze…

Updated 4 months ago by Cole

API – Creating a Customer

General. This article covers the basics for creating a customer. Further details are covered in other articles. Note: There is a validation that requires the mailing address to be present when creati…

Updated 5 months ago by Sloan

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: Send a POST to receive a pre-signed S3 upload URL. Upload the document to…

Updated 5 months ago by Sloan

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…

Updated 5 months ago by Sloan

API – Documents

General. Requests to upload documents are handled differently in LoanPro than other API requests. This is because these requests often times involve sending file information in a multi-part form, rat…

Updated 5 months ago by Sloan

API - Get Computation Fields

General. If you want to see the list of computation fields for you company, you can use the following endpoint: GET https://loanpro.simnang.com/api/public/api/1/odata.svc/ComputationFields The respon…

Updated 6 months ago by Cole

Import Vs API

General. With just a brief explanation, the import tool may seem very similar to the use of the LoanPro API. This article is intended to elaborate on the differences between both of these tools and a…

Updated 6 months ago by Andy

API – Verify Customer Addresses

General. To verify customer addresses, send a POST request to a URL formatted as follows: https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers(<id>)/Autopal.VerifyAddress()?$select=<addre…

Updated 6 months ago by Sloan

API – Tenant Files

Getting Tenant Files. To get a list of tenant files, send a GET request to the following URL: https://loanpro.simnang.com/api/public/api/1/files/Tenant Uploading. To add a tenant file, send a POST re…

Updated 6 months ago by Sloan

API – Targeted APR

The Targeted APR feature calculates loan values that will have the APR for a loan be approximately equal to the target APR. The APR estimates will be equal to or less than the target APR. This allows…

Updated 6 months ago by Sloan

API – Suspend Forecast Payments

Suspending. To suspend forecast payments, send a POST request to a URL formatted as follows: https://loanpro.simnang.com/api/public/api/1/Loans(<id>)/AutoPal.SuspendForecast(<date>) “<id>” – The ID o…

Updated 6 months ago by Sloan

API – Sending Emails

This article will discuss how to send emails using the API. There are 2 steps. The first one is to create an email tool entity, and then the other one is to send it. Sending an Email. This is done by…

Updated 6 months ago by Sloan

API – Searching Loans

To search loans a POST request is sent to the Loans/Autopal.Search() endpoint, often with request flags to determine what to show in the results. This endpoint takes a JSON object as the body to desc…

Updated 6 months ago by Sloan

API – Schedule Roll

For information about Schedule Rolls and what the options do, see Roll Schedule Templates. Adding New Schedule Line. To add a new schedule line, send a PUT request to the URL of the target loan. The…

Updated 6 months ago by Sloan

API – Roll Payment

Preview Roll Payment. To preview a roll payment, send a GET request to: https://loanpro.simnang.com/api/public/api/1/Loans(<id>)/Autopal.RollPayment(<amount>,<method>) “<id>” – The ID of the target l…

Updated 6 months ago by Sloan

API – Responses with Multiple Results

Sometimes, some requests will return multiple results. This often happens with GET requests where an ID is not specified. Such requests will have the following properties inside of the OData standard…

Updated 6 months ago by Sloan

API – Predict Payment Application

General. With LoanPro, you can preview how a payment is applied before it is logged. To do this, send a POST request to a URL formatted as: https://loanpro.simnang.com/api/public/api/1/Loans(<id>)/Au…

Updated 6 months ago by Sloan

API – Payment Report

General. LoanPro’s payment report offers detailed information about payments made and which loans the payments were applied towards. Each time a payment report is pulled a query is used to specify wh…

Updated 6 months ago by Sloan

API – NACHA Transaction Tracking Using Custom Fields

General. Customers who use NACHA files to process transactions will often want to do something like the following: Pull a Payment History Report from LoanPro. Create a NACHA file outside of PCIW. Upo…

Updated 6 months ago by Sloan

API – Modifying a Loan

General. To complete a loan modification, follow these steps: Look for transactions that are after the modification date (optional). Complete the initial modification. Get the new setup ID. Update th…

Updated 6 months ago by Sloan

API – Misc Endpoints

General. This is a list of miscellaneous endpoints that don’t require any special parameters. Just replace {id} with the ID of the corresponding entity. Replace {date} with the desired date formatted…

Updated 6 months ago by Sloan

API – Loan Setup

General. This article discusses the specifics of the Loan Setup of a loan, working with loan setup entities, and entity fields refer to. Working with Loan Setup Entities. When working through a loan…

Updated 6 months ago by Sloan

API – Loan Settings

General. This page will cover how to add Loan Settings to an existing loan through the API. It assumes you already have an existing loan; if not, see Creating a Loan with the API. To add loan setting…

Updated 6 months ago by Sloan

API – Loan Checklist

General. This article covers modifying checklist items for existing loans. This is done through the API by sending a PUT request to the loan on which you wish to modify the checklist item value. It a…

Updated 6 months ago by Sloan

API – Getting Tenant Settings

General. This article will discuss pulling tenant settings. Note: This does not allow for changing any of these settings! Base Request. The base request is a GET request to the URL https://loanpro.si…

Updated 6 months ago by Sloan

API – Get Admin Stats

General. To get admin stats for a loan, send a GET request to a URL formatted as follows: https://loanpro.simnang.com/api/public/api/1/Loans({id})/Autopal.GetAdminStats() Replace {id} with the ID of…

Updated 6 months ago by Sloan

API – Export EFT File

General. This article assumes that you have read API – Creating Autopay Query Objects. Format. The URL to export an EFT file is as follows: https://loanpro.simnang.com/api/public/api/1/Autopal.Export…

Updated 6 months ago by Sloan

API – Expanding Objects

At various times in using the API, it will return URL references to various objects instead of the actual object data itself. Such requests occur most often when getting entity information. Below is…

Updated 6 months ago by Sloan

API – Escrow Transaction

Adding a New Escrow Transaction. To add a new escrow transaction for a loan, send a PUT request to the url for the loan. For example, to add an escrow transaction to a loan with ID 55, send a PUT req…

Updated 6 months ago by Sloan

API – Escrow Subset Options/Escrow Settings

General. To change the escrow subset options (aka. escrow settings) for an escrow account on a loan, send a PUT request to the URL of the loan. For example, to change escrow settings for a loan with…

Updated 6 months ago by Sloan

API – Escrow Calculators

Creating Escrow Calculators. Escrow calculators are useful for tracking escrow on a loan. Since escrow calculators are subentities of loans and are referenced in loan setups. Consequently, to create…

Updated 6 months ago by Sloan

API – Employer information

General. To edit employer information for a customer send a PUT request to the URL of the customer. For example, if a customer had the id 1137, the url would be https://loanpro.simnang.com/api/public…

Updated 6 months ago by Sloan

API – Edit Charge

General. This article assumes you have read the following articles: API – Creating Charges. API – Updating Entities. When updating a charge, there is one extra field that needs to be set. This field…

Updated 6 months ago by Sloan

API – Downloading Loan Documents

Updated 6 months ago by Sloan

API – Delete a Loan

General. Please note that deleting a loan will cause extra fees to be charged to your account! Proceed with care! To delete a loan, simply send a DELETE request to the url of the desired loan. For ex…

Updated 6 months ago by Sloan

API – Customer Transaction Warnings

General. When creating new customers, along with a few other entities, you may get a transactional warning response. A transactional warning is a warning of the possibility that duplicate or inaccura…

Updated 6 months ago by Sloan

API – Customer References

General. To add a reference to a customer, send a PUT request to the URL of the customer. Below is a sample body of a PUT request: { "References": { "results": [ { "name": "John Doe", "relation": "cu…

Updated 6 months ago by Sloan

API – Custom Query

Custom queries are a powerful way to pull data from LoanPro. It offers pulling specific information that can include current, archived, or reverse archived values from loans that match a certain quer…

Updated 6 months ago by Sloan

API – Credit Scores

Pulling Credit Scores. To pull a credit score for a customer, send a POST request to a URL formatted as follows: https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers(<id>)/Autopal.GetCred…

Updated 6 months ago by Sloan

API – Create a Loan

General. Loans in LoanPro are highly detailed. They include information about insurance , loan settings , loan setup, collateral, etc. As a result, payloads for creating a loan have several sections…

Updated 6 months ago by Andy

API – Collections

General. There are several selection options inside LoanPro that will only allow you to choose from a specific group of values. These groups of values are referred to as collections. LoanPro provides…

Updated 6 months ago by Sloan

API – Change Due Date

General. To change a due date for a loan, send a PUT request to the URL of the loan. Below is the body of the request: { "DueDateChanges": { "results": [ { "newDate": "2019-12-15", "changedDate": "20…

Updated 6 months ago by Sloan

API – Batch Requests

The LoanPro API supports sending batch requests, or multiple requests in a single HTTP request. Sending Batch Requsts. To do batch requests, you will send a POST request to the odata.svc/$batch endpo…

Updated 6 months ago by Sloan

API System/Customer Communication History Notes

General. While not possible inside the LoanPro UI, you can add a system note directly, using the LoanPro API. This is most often helpful when adding customer communication history notes. This article…

Updated 6 months ago by Sloan

API Integration

General. The LoanPro API is built on top of OData , a prominent REST framework. The LoanPro API only accepts JSON objects in bodies of POST and PUT requests. A complete list of all LoanPro endpoints…

Updated 6 months ago by Cole

API - Update Loan Alert

General. Loan alerts are important messages that will always be accessible from the loan header and will be displayed prominently on the Loan Summary tab inside a loan. The purpose of the Loan Alert…

Updated 6 months ago by Cole

API - Update a Customer

General. This article covers the basics for update a customer using the LoanPro API. Update a Customer. To update a customer, send a PUT request to https://loanpro.simnang.com/api/public/api/1/odata.…

Updated 6 months ago by Cole

API - Searching Customers

To search customers a POST request is sent to the Customers/Autopal.Search() endpoint, often with request flags to determine what to show in the results. This endpoint takes a JSON object as the body…

Updated 6 months ago by Cole

API - Parent-Child Create AutoPay

General. Creating an AutoPay on a parent loan requires additions to the typical AutoPay Payload. To create an AutoPay, use the request: PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loan…

Updated 6 months ago by Andy

API - Do Not Call

General. In the event that you wish to mark a particular phone number as Do Not Call, you can do this through the API or by changing the status in the UI. If you wish to make the change in the UI, re…

Updated 6 months ago by Cole

API - Dates

General. The LoanPro API returns dates in the following format: /Date(1427829732)/ The numeric portion of the date is the actual date expressed in epoch format (usually the number of seconds since Ja…

Updated 6 months ago by Cole

API - Add Collateral to a Loan

General. This article assumes that you have an existing loan. If not, see Creating a Loan with the API. To add collateral to a loan, you will need to send a PUT request to the url of the desired loan…

Updated 6 months ago by Cole

API - Linking and Unlinking Customers and Loans

Linking a Customer. To link customers to a loan, send a PUT request to the loan you want to link to. For example, to link to loan 35 send the request to https://loanpro.simnang.com/api/1/odata.svc/Lo…

Updated 6 months ago by Cole

Actions & Results - LoanPro API

General. Actions and results are a good way to standardize notes, so it can be determined how often specific actions and results occur, and facilitate searches for those actions and results. For more…

Updated 6 months ago by Cole

Using DocuSign integration with the API

Question: How can I use LoanPro’s DocuSign integration through the LoanPro API? Answer: As a quick overview, our integration with DocuSign works as follows. You will send an HTTP post to an endpoint…

Updated 6 months ago by Sloan

Create a Loan - Full Process (Import & API)

General.. How To Create a Loan Through the API. When creating a loan through the csv import or through the API, following these steps will help create a more seamless process. Create the Customer : A…

Updated 6 months ago by Andy

LoanPro API Filtering

General. Several LoanPro API endpoints use OData so you can filter your results without having to use an Elasticsearch object. Any endpoint that includes /odata.svc/ works with OData functionality. T…

Updated 6 months ago by Sloan

Communicating with the API

General. The LoanPro API is based off of HTTP and uses TLS 1.1+ to encrypt it’s communication channel. As a result, any TCP library and TLS library can be used to communicate with the LoanPro API. Ma…

Updated 6 months ago by Cole

Working with Custom Forms in the API

Question: How do I pull a custom form using the LoanPro API? Answer: If you are wanting to pull a custom form from the Software directly in the API & do something with it on your side, this article w…

Updated 7 months ago by Cole

API – Updating Payments

General. This article assumes you have read the following articles: API – Logging a Payment. API – Processing a Payment. API – Updating Entities. When updating a payment, there is one extra field tha…

Updated 8 months ago by Sloan

API – Updating Entities

General. All updates are done through a PUT request. To update an item, follow the same steps as creating the item with a few additions: In each LoanPro object, you must include the following two fie…

Updated 8 months ago by Sloan

API – Transactions Collections

Below is a list of transaction types used for Escrow Transactions. transaction.type.deposit – A deposit into a bucket/account. transaction.type.withdrawal – A withdrawal from a bucket/account.

Updated 8 months ago by Sloan

API – Split Payments

LoanPro provides the ability to split payments across linked loans, which provides for many useful tools. This article assumes you have read API – Logging a Payment. Preview Split. To preview a payme…

Updated 8 months ago by Sloan

API – Schedule Roll Collections

To know more about schedule roll options, see Roll Schedule Templates. Solve Using. loan.rollScheduleSolve.advanced – Advanced Schedule. loan.rollScheduleSolve.dollar – Dollar Amount. loan.rollSchedu…

Updated 8 months ago by Sloan

API – Rules Applied Settings for Loans

General. To change a rules applied settings for a loan, send a PUT request to the loan on which the setting should be modified. Below is the body request: { "RuleAppliedLoanSettings": { "results": […

Updated 8 months ago by Sloan

API – Reverse Payments

Payment reversal in LoanPro will mark a payment as reversed, and will then optionally forward it on to payment processors for voiding. Voiding Payments. To void a payment, send a POST request to the…

Updated 8 months ago by Sloan

API – Recurring Charges

Updating Recurrent Charges for a Loan. To update a recurring charge on a loan, send a PUT request to the URL of the loan. For example, to update the settings for loan 55 send a request to https://loa…

Updated 8 months ago by Sloan

API – Quick Quote

This article assumes you have read API – Create a Loan. A Quick Quote is a temporary loan account that will last at least until midnight. After that, it will be deleted from the system and cannot be…

Updated 8 months ago by Sloan

API – Query Objects (Nested)

This article assumes that you have read API Query Objects. At times, while performing a search, you’ll want to not only filter by entities that you are pulling for results, but also linked or nested…

Updated 8 months ago by Sloan

API – Query Object (Strings)

This article assumes that you have read API Query Objects. A lot of data in LoanPro is stored in strings, and often times you don’t care about an exact string match. Rather, you want to know that a s…

Updated 8 months ago by Sloan

API – Promises

General. Creating a promise is done through the API by sending a PUT request to the loan for which you wish to create the promise. To create a promise for a loan, you will need to send a PUT request…

Updated 8 months ago by Sloan

API – Promise Collection

Loan Promise Type. loanpromise.type.insurance Promise concerning insurance.. loanpromise.type.payment Promise concerning payment.. loanpromise.type.other Promise that does not match above categories..

Updated 8 months ago by Sloan

API – Paginating Results

This article assumes you have read API – Responses with multiple results. When dealing with requests that return multiple results, many times you only want a subset of results. Other times, you have…

Updated 8 months ago by Sloan

API – NACHA Return Codes

Below is a list of all NACHA return codes the API recognizes: nacha.returnCode.r01 – Insufficient funds. nacha.returnCode.r02 – Bank account closed. nacha.returnCode.r03 – No bank account/unable to l…

Updated 8 months ago by Sloan

API – Logging a Charge-Off

General. Creating a charge-off is done through they API by sending a PUT request to the loan on which you wish to create a charge-off. To create a charge-off for a loan, you will need to send a PUT r…

Updated 8 months ago by Sloan

API – Loan Settings Collections

Card Payment Fee Types. loan.cardfee.types.0 Waive Card Payment Fee.. loan.cardfee.types.1 Flat Fee.. loan.cardfee.types.2 Percentage.. loan.cardfee.types.3 Greater of Fee or Percentage.. loan.cardfe…

Updated 8 months ago by Sloan

API – Loan Portfolios

General. This article covers assigning a loan to a portfolio/subportfolio and removing a loan from a portfolio/subportfolio. This is done by sending a PUT request to the loan on which you wish to add…

Updated 8 months ago by Sloan

API – Loan Funding Collections

Loan Funding Authorization Reasons. loan.funding.auth.ccd Company Signature (CCD).. loan.funding.auth.ppd Individual Signature (PPD).. loan.funding.auth.tel Telephone (TEL).. loan.funding.auth.web We…

Updated 8 months ago by Sloan

API – Linked Loans

Setting Linked List. To setup linked loans, send a PUT request to the base loan that you want to use in a link. For example, for setting up linked loans for a loan with ID 346, send a request to the…

Updated 8 months ago by Sloan

API – Escrow Collections

Escrow Subset Availability. loan.escrowAvailability.both – Available for both loans and leases. loan.escrowAvailability.lease – Available only for leases. loan.escrowAvailability.loan – Available onl…

Updated 8 months ago by Sloan

API – Escrow Adjustments

Adding a New Escrow Adjustment. To add a new escrow adjustment for a loan, send a PUT request to the URL for the loan. For example, to add an escrow adjustment to a loan with ID 55, send a PUT reques…

Updated 8 months ago by Sloan

API – Employer Collections

Income Frequency. customerEmployer.incomeFrequency.annually – The customer receives the income amount annually. customerEmployer.incomeFrequency.biWeekly – The customer receives the income amount bi-…

Updated 8 months ago by Sloan

API – Deleting Existing Entities

General. The deletion operation is very straight-forward, and can be done using a DELETE request. The only thing to take into consideration is that the requested entity MUST implement the “delete” me…

Updated 8 months ago by Sloan

API – Deleting a Customer

General. To delete a customer, simply send a DELETE request to the customers endpoint with the ID of the customer you want to delete. For example, to delete the customer with ID 515, you would send a…

Updated 8 months ago by Sloan

API – Days Past Due Adjustments

Adding DPD Adjustment. To adjust the days past due settings for a loan, send a PUT request to the desired loan. Below is a sample body of a request: { "id": 346, "DPDAdjustments": { "results": [ { "d…

Updated 8 months ago by Sloan

API – Customer-Facing Website Dedicated Login Page

General. Through the API you can easily create a dedicated login page or add a login area to an existing website. How To. To log the user into the customer-facing website, first send the user credent…

Updated 8 months ago by Sloan

API – Customer Phones

General. To edit customer phone numbers, send a PUT request to the URL of the customer. Below is a sample body: { "Phones": { "results": [ { "entityId": 3, "entityType": "Entity.Customer", "phone": "…

Updated 8 months ago by Sloan

API – Customer Loan Collections

Customer Role. loan.customerRole.additional – customer is an additional customer. loan.customerRole.primary – customer is the primary customer. loan.customerRole.secondary – customer is the secondary…

Updated 8 months ago by Sloan

API – Customer Collections

General. This article discusses the collection options for a customer. Customer Type. customer.type.company Customer is a company.. customer.type.flooringCustomer Customer is a flooring customer (a c…

Updated 8 months ago by Sloan

API – Create a Source Company

General. To create a source company through the API, send a POST request to the following URL: https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies()? The payload should look someth…

Updated 8 months ago by Andy

API – Collateral Collections

General. Below is a list of collections options for collateral. For certain fields, one of these options must be sent over in the JSON request. GPS Status. The GPS Status options are as follows: coll…

Updated 8 months ago by Sloan

API – Charge Collections

Charge Application Type. loan.latefeeapp.payoff Charge comes due when the loan is paid off.. loan.latefeeapp.standard Charge comes due on the date it is assessed..

Updated 8 months ago by Sloan

API – Autopay Collections

Amount Type. autopay.amountType.feesDue – The Autopay amount will equal the amount of fees currently due. autopay.amountType.nextDue – The Autopay amount will be the next due amount. autopay.amountTy…

Updated 8 months ago by Sloan

API – Archiving Loans/Resurrecting Loans

Archiving. To archive a loan, send a PUT request to the URL of the target loan. The PUT request will have the following body: {"archived":1} For example, to archive the loan with ID of 50, send a PUT…

Updated 8 months ago by Sloan

API – Amount Past Due Adjustments

General. To change the amount past due (APD) for a loan, send a PUT request to the URL of the loan. Below is the body of the request: { "id": 280, "APDAdjustments": { "results": [ { "date": "2015-11-…

Updated 8 months ago by Sloan

API – Addresses

General. Many entities will require address information. Often, to set the address for an entity in LoanPro, you will send the address information in the address field of the entity. To update a cust…

Updated 8 months ago by Cole

API – Creating Charges

General. Creating charges is done through the API by sending a PUT request to the loan on which the charge will be added. This article assumes you already have an existing loan. If not, see Creating…

Updated 8 months ago by Sloan

API – Creating Autopay Query Objects

General. For some Autopay data exports, query objects are required. Query objects tell the system how to filter the results that it sends back. This article will cover the basics of how to create a q…

Updated 8 months ago by Sloan

API - Search Customer by SSN

General. Sometimes, it is easiest to find a specific customer by their SSN. This can be done through the API using the following request: POST https://loanpro.simnang.com/api/public/api/1/Customers/A…

Updated 8 months ago by Cole

API - Parent-Child Log Payment

General. Logging a payment on a parent loan requires additions to the typical payment payload. To log a payment, use the request: PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans(id)…

Updated 8 months ago by Cole

API - Parent-Child Loan Linking

General. Parent-child loan linking functionality lets you designate multiple loans as the child of a single loan. When transactions are posted to the parent loan, a transaction is also posted to each…

Updated 8 months ago by Cole

API - Get Customer Bank Account Information

General. In order to retrieve customer bank account information through the API, send a GET request to the /Loans() endpoint. You will have to specify the ID of the loan for which you want to retriev…

Updated 8 months ago by Cole

API - Email Tool Endpoint

General. If you want to send an email to a list of your loans, you can use the endpoint: POST https://loanpro.simnang.com/api/public/api/1/email.tool/next The payload should look something like this:…

Updated 8 months ago by Cole

API Get Customer Information

Updated 8 months ago by Cole

API - Bankruptcy Collections

General. These are the options for the bankruptcy collections Bankruptcy Petition Status (loan.bankruptcypetitionstatus). loan.bankruptcyPetitionStatus.discharged. loan.bankruptcyPetitionStatus.dismi…

Updated 8 months ago by Cole

API - Add Insurance to a Loan

General. This article assumes that you have an existing loan. If not, see Creating a Loan with the API. To add insurance to a Loan, you will need to send a PUT request to the url of the desired loan.…

Updated 8 months ago by Cole

API – Suspend/Resume Interest

General. To suspend/resume interest for a loan, send a PUT request to the URL of the loan. Below is the body of the request: { "StopInterestDates": { "results": [ { "type": "loan.stopInterestType.sus…

Updated 8 months ago by Sloan

API – Payment Profile Collections

Account Type. paymentAccount.type.credit – Used for credit card payment profiles. paymentAccount.type.checking – Used for checking account payment profile.

Updated 8 months ago by Sloan

API – Payment Collections

Extra Towards (Between Periods). payment.extra.periods.next Extra applies towards next payment.. payment.extra.periods.principalonly Extra applies only towards principal.. Extra Towards (Between Tran…

Updated 8 months ago by Sloan