All Categories ​>​ ​LMS API

LMS API

API – Payment Report

The payment report offers detailed information about payments made and which loans the payments were applied towards.

Updated 4 months ago by Jackson Stone

Importing through the API

What is an import, and how does it work in the API? Imports let you move a large body of data into LoanPro much faster than the regular user interface would allow (and with a lot less work, as well).

Updated 8 months ago by Jackson Stone

API – Searching Customers

Introduction. In the LoanPro UI, you can search for customers via Users > Customer Manager. This article, on the other hand, will explain how to search through the API. Or, you can try this yourself…

Updated 7 months ago by Jackson Stone

API – Credit Scores

This article explains how to pull and update credit scores through the API.

Updated 7 months ago by Sloan

API – Create a Collector Queue with a CSV File

This article explains how to create a Collector Queue with a CSV file via the API.

Updated 1 month ago by Nate Christensen

API – Creating Notes

This article describes how to use the API to create loan and customer notes.

Updated 7 months ago by Sloan

API – Processing a Payment

Processing a payment is integral to your lending operation, so LoanPro lets you do it either in the UI or though the API. Processing payments can be done through the API by sending a PUT request to the loan on which you wish to process the payment.

Updated 7 months ago by Darrin Wray

API – Do Not Call

This article explains how to mark a phone number as "Do Not Call" via the API.

Updated 10 months ago by Cole

API – Expanding Objects

This article will explain how to $expand attribute to pull the information of linked entities without making a separate request.

Updated 7 months ago by Sloan

API – Enhanced Loan Funding

The endpoint, method, and payload for the new funding process, adding in the June 2021 release.

Updated 8 months ago by Jackson Stone

API – NACHA Return Codes

General. The National Automated Clearing House Association (NACHA) set a specific format for formatting E-checks, which includes a set of codes for returned payments. These return codes act as a shor…

Updated 11 months ago by Sloan

Multiple Tenant API Keys

This article explains how multiple API keys work and how to set them up.

Updated 1 month ago by Nate Christensen

API – NACHA Transaction Tracking Using Custom Fields

Introduction. 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 Secu…

Updated 10 months ago by Sloan

API – Get Customer Bank Account Information

This article explains how to use the API to retrieve customer bank information.

Updated 7 months ago by Nate Christensen

API – Date Formats

This article explains how dates are formatted in the LoanPro API.

Updated 3 months ago by Nate Christensen

API – Downloading Customer Documents

This article goes over how to download and upload documents in the API.

Updated 2 months ago by Sloan

API – Register a Phone Number with SBT

To send messages to a customer, their number will need to be registered within your SBT account. This article explains how to register customer phone numbers via the API.

Updated 2 months ago by Nate Christensen

API – Set Payment Account to Primary

This article explains how to set a payment account to primary in the API.

Updated 10 months ago by Cole

API – Recurring Charges

This article explains how to update a recurring charge on a loan in the API.

Updated 11 months ago by Sloan

API – Creating Charges

This article goes over how to create a charge in the API by sending a PUT request.

Updated 8 months ago by Sloan

API – Getting Customer Information

This article explains how to use the odata.svc/Customers endpoint to get customer information.

Updated 8 months ago by Cole

API – Create a Loan

This article will go over how to create a loan in the API.

Updated 7 months ago by Andy

API – Edit Charge

This article explains how to edit charges via the API.

Updated 11 months ago by Sloan

LoanPro Telephony Integration Example

General. LoanPro enterprise clients have often created their own custom application in order to facilitate servicing for their employees. This custom application often includes an integration with te…

Updated 1 month ago by Andy

API – Create a Source Company

This article describes how to use the API to create a new Source Company and describes each parameter in the payload of the request.

Updated 3 weeks ago by Andy

API – Get Admin Stats

This article discusses how to get admin stats through an API call.

Updated 4 months ago by Sloan

API – Change Due Date

This article explains how to change the due date of a loan with the API.

Updated 6 months ago by Sloan

API – Deleting a Customer

This article explains how to delete a customer through the API.

Updated 8 months ago by Sloan

API – Actions & Results

This article explains how to use the API to get information on Actions and Results. It also explains how to assign Actions and Results to loans and pull reports.

Updated 6 months ago by Nate Christensen

API – Making a Payment - Process Overview

This article goes over the process of making a payment in the API.

Updated 8 months ago by Andy

API – Creating a Customer

This article explains how to create a customer through the API.

Updated 7 months ago by Sloan

API – Deleting Existing Entities

This article explains how to delete existing entities via the API.

Updated 11 months ago by Sloan

API – Query Objects (Nested)

This article builds upon queries and explains nested query objects.

Updated 10 months ago by Sloan

API – Escrow Transaction

This article explains how to create a new escrow transaction for a loan with the API.

Updated 11 months ago by Sloan

API – Creating AutoPays for Parent-Child Loans

This article goes over how to create an AutoPay for a parent loan through the API.

Updated 8 months ago by Andy

API – Custom Fields

Edit an entity's custom fields through the API.

Updated 2 months ago by Jackson Stone

API – Originally Calculated Amortization Schedule

This article will go over how to GET an originally-calculated amortization schedule on a loan in the API.

Updated 11 months ago by Andy

API – Bypassing Transactional Warnings

This article explains how to bypass transactional warnings when using the API.

Updated 11 months ago by Sloan

API – Linking Parent-Child Loans

This article explains how to link parent and child loans through the API. 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 child loan, in a percentage the user specifies.

Updated 7 months ago by Cole

API – Escrow Calculators

This article goes over how to create escrow calculators in the API.

Updated 8 months ago by Sloan

API – Updating an AutoPay Payment Profile

Introduction. If you've set up an AutoPay but need to update the payment profile that it will charge, you can use this request to substitute the old payment profile for a new one. You'll need the IDs…

Updated 8 months ago by Jackson Stone

API – Customer Transaction Warnings

This article details your options for bypassing transaction warnings when using the API.

Updated 11 months ago by Sloan

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. For more comprehensive API documentation, visit ReadMe…

Updated 7 months ago by Cole

API – Targeted APR

The APR Targeting tool lets you modify a loans APR through a change to either the interest rate or escrow subset.

Updated 7 months ago by Jackson Stone

API – Addresses

This article explains how to add, update, and delete addresses via the API.

Updated 7 months ago by Jackson Stone

API – Finding Loan and Customer IDs

Use the UI to find a loan or customer ID.

Updated 7 months ago by Jackson Stone

API – Loan Portfolios

This article explains how to assign loans to portfolios via the API.

Updated 11 months ago by Sloan

API – Escrow Subset Options/Escrow Settings

This article explains how to use the API to edit escrow subset options.

Updated 11 months ago by Sloan

API – Linked Loans

Introduction. This article explains how to link loans through the API. For more info on how to link loans loans in the UI, see our article on Account Linking. Linking Loans. To link two loans with th…

Updated 11 months ago by Sloan

API – Error Responses

This article discusses what kind of a response you can expect to see when you get an error response returned form the API.

Updated 11 months ago by Sloan

API – Modifying a Loan

This article will go over how to modify a loan through the API.

Updated 7 months ago by Sloan

API – Logging a Payment

This request will only log a payment. Logging a payment is simply making a record of a transaction that occurred on a loan. This will not pull any money from a card or an account, but it will create…

Updated 7 months ago by Darrin Wray

API – Employer Information

This article explains how to use the API to create and edit a customer's employer information.

Updated 2 weeks ago by Sloan

API – Email Tool Endpoint

This article explains how to send an email to a list of loans using the email tool endpoint.

Updated 11 months ago by Cole

API - Update Source Company

This article explains how to use the API to update source company information.

Updated 10 months ago by Nate Christensen

API – Schedule Roll

This article explains how to add, remove, or otherwise change a schedule roll. For information about Schedule Rolls and what the options do, see Roll Schedule Templates.

Updated 7 months ago by Sloan

API – Loan Settings

This article covers how to configure loan settings in the API.

Updated 3 months ago by Sloan

API – Amount Past Due Adjustments

This article explains how to change amount past due for a loan with the API.

Updated 6 months ago by Sloan

API – Getting Loan Information

This article explores the different endpoints you can use to retrieve loan information.

Updated 7 months ago by Jackson Stone

API – Update a Customer

This article covers the basics for updating a customer using the LoanPro API.

Updated 7 months ago by Nate Christensen

API – Split Payments

This article explains how to split a payment between multiple loans via the API.

Updated 10 months ago by Nate Christensen

API – Delete a Loan

This article explains how to delete loans.

Updated 11 months ago by Sloan

API – Loan Checklist

This article covers modifying checklist items for existing loans. You can configure checklists in the UI or through the API, which this article covers.

Updated 6 months ago by Sloan

API – Query Object (Strings)

This article expands upon queries and explains query string objects.

Updated 10 months ago by Sloan

API – Sending Emails

This article explains how to send emails using the API.

Updated 5 months ago by Sloan

API – Creating Autopay Query Objects

This article will cover the basics of how to create a query object for Autopays. It assumes you are familiar with the items discussed in API – Autopay collections.

Updated 2 months ago by Sloan

API – System/Customer Communication History Notes

This article goes over how to add a customer communication history note in the API.

Updated 4 months ago by Sloan

API – Create New Payment Profile Process

Introduction. To create a payment profile in LMS, you will need to create the customer if they don’t already exist. Next, you should create the payment profile in Secure Payments. Finally, use the to…

Updated 7 months ago by Andy

API – Adding and Updating Nested Entities

This article explains how to add and update nested entities. It builds on the information from our articles on Nested Entities , API – Updating Entities , and API – Expanding objects.

Updated 11 months ago by Kayla Todd

API – Customer References

This article explains how to add customer references through the API.

Updated 7 months ago by Sloan

API – Advancement/Credit

This articles explains how to use the API to log loan advancements and credits.

Updated 11 months ago by Sloan

API – Linking and Unlinking Customers and Loans

This article explains how to link and unlink customers through the API.

Updated 7 months ago by Cole

API – Create Bankruptcy

This article explains how to create a bankruptcy filing on a loan through the API.

Updated 1 week ago by Darrin Wray

API – Verify Customer Addresses

This article explains how to verify customer addresses in the API.

Updated 8 months ago by Sloan

API – Customer Phones

This article explores how to add or edit a customer's phone number through the API. For a more general overview on how phones are used in LoanPro, see our article on Customer Phone Numbers.

Updated 10 months ago by Sloan

API – Get Computation Fields

This article explains how to GET computation fields in the API.

Updated 8 months ago by Jackson Stone

API – Custom Forms

This article will show you how to use the API to initiate custom form downloads.

Updated 7 months ago by Cole

API – Update Payment Profile

This article explains how to update payment profiles through the API, but we also have articles show how to make changes within the LoanPro UI or the Secure Payments UI.

Updated 2 months ago by Sloan

API – Getting Collateral Information

General. Try it on ReadMe To retrieve collateral information on a loan from the API, use the following GET request: GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans(9080)/Collateral M…

Updated 8 months ago by Kayla Todd

API – Updating Entities

This article explains how to update an entity through the API.

Updated 10 months ago by Sloan

API – Loan Funding

This article explains how to fund a loan through the API.

Updated 7 months ago by Sloan

API – Document Upload

Introduction. This article explains how to upload documents through the API, but you can also upload common and customer-specific documents within the LoanPro UI. Uploading a document through the API…

Updated 2 months ago by Sloan

API – Update Merchant Processor Group

This article explains how to update the merchant processor groups in the API.

Updated 7 months ago by Sloan

API – Getting Tenant Settings

This article will discuss pulling tenant settings in the API.

Updated 4 months ago by Sloan

API – Suspend Forecast Payments

This article explains how to use the API to suspend payments.

Updated 7 months ago by Sloan

Origination with the LoanPro API

In this article, we explain how you can use the API with your origination processes. We cover how to create customers, loans, custom fields, and how to link them all together.

Updated 1 month ago by Nate Christensen

API – Promises

This article goes over creating promises for a loan in the API.

Updated 6 months ago by Sloan

API – Nested Entities

This article explains the concept of nested entities; if you want to learn how to incorporate them into you API requests, you can visit the article API – Getting Loan Information.

Updated 11 months ago by Cole

API – Loan Setup

This article discusses the specifics of the setup of a loan, working with loan setup entities, and what entity fields refer to.

Updated 7 months ago by Sloan

API – Creating AutoPays

This article explains how to use the API to create AutoPays.

Updated 2 weeks ago by Andy

API – Activating a Loan

This article explains how to activate a loan using the API.

Updated 2 months ago by Nate Christensen

API – Filtering and Paginating Responses

This article explains how to use endpoint paging parameters to filter the information you receive from requests.

Updated 7 months ago by Cody H

API – Customer-Facing Website Dedicated Login Page

This article explains how to create customer-facing login pages via the API.

Updated 4 months ago by Sloan

API – Updating Payments

This article explains how to update a payment via the API.

Updated 7 months ago by Nate Christensen

API – Search Customer by SSN

This article goes over searching a customer by their SSN in the API.

Updated 7 months ago by Cole

API – Searching Loans

This POST request uses Elasticsearch to find all the loans that match your search criteria.

Updated 7 months ago by Nate Christensen

API – Roll Payment

This article goes over how to view and set roll payments in the API.

Updated 8 months ago by Sloan

API – Misc Endpoints

Introduction. This is a list of miscellaneous endpoints that don’t require any special parameters. Just replace {id} with the ID of the corresponding entity (and see our article on Finding Loan and C…

Updated 11 months ago by Sloan

API – Escrow Adjustments

This article explains how to add, update, and delete escrow adjustments via the API.

Updated 8 months ago by Sloan

API – Logging a Payment on a Parent-Child Loan

In this article, we will cover how to log a payment for a parent loan through the API.

Updated 8 months ago by Cole

API – Rules Applied Settings for Loans

This article goes over the rules applied settings in the API.

Updated 7 months ago by Sloan

API – Predict Payment Application

This article goes over the payment application in the API.

Updated 5 months ago by Sloan

API – Downloading Loan Documents

This article covers how to download the contents of an uploaded document.

Updated 1 month ago by Sloan

API – Days Past Due Adjustments

This article is going to show you how to add days past due in the API.

Updated 8 months ago by Sloan

API – Add Collateral to a Loan

This article goes over how to add collateral to a loan in the API.

Updated 8 months ago by Jackson Stone

API – Logging a Charge-Off

This article explains how to log a charge-off through the API.

Updated 5 months ago by Sloan

API – Suspend/Resume Interest

In LMS, you can suspend interest on a loan for a time, or later resume that interest. Our article Suspend/Resume Interest Accrual explains the basics and how to use the tool in the UI. This article goes over how to use it through the API.

Updated 8 months ago by Sloan

API – Tenant Files

These calls show how to GET, POST, and DELETE tenant files.

Updated 8 months ago by Sloan

API – DocuSign Integration

This article describes how to use DocuSign with the API.

Updated 5 months ago by Sloan

API – Reverse Payments

This article explains how to reverse payments via the API.

Updated 3 months ago by Sloan

API – Transaction Warnings Overview

Introduction. The purpose of transaction warnings is to help users avoid creating duplicate data within the system. If the data you submit through the API looks like it might be redundant, LoanPro wi…

Updated 10 months ago by Cole

API – Add Insurance to a Loan

This article explains how to use the API to add insurance to a loan.

Updated 11 months ago by Cole

API – Quick Quote

This article teaches you how to create and update a quick quote through the API.

Updated 10 months ago by Sloan

API – Update Loan Alert

This article explains how to use the API to update Loan alerts.

Updated 7 months ago by Cole

Powered by HelpDocs (opens in a new tab)