Integration via API
You can use LoanPro's API to connect LMS and Secure Payments to your preferred third-party tools and custom applications. The API is a large enough topic that we've dedicated a separate help site to it—developers.loanpro.io—which is geared toward the technical personnel who can set up those connections.
Here's a full directory of that site.
LMS API directory
These are all the calls to interact with LMS.
Search
| Name | Method | Endpoint |
| Search Customers | POST | https://loanpro.simnang.com/api/public/api/1/Customers/Autopal.Search()?$top=25&$start=0&$orderby=id asc |
| Search Loans | POST | https://loanpro.simnang.com/api/public/api/1/Loans/Autopal.Search()?$top=25&$start=0&$orderby=id asc&$expand=Customers |
Customers
| Name | Method | Endpoint |
| Get Customer Information | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID}) |
| Create New Customer | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers() |
| Edit Core Customer Information | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID}) |
| Delete Customer | DELETE | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID}) |
| Get Address | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/PrimaryAddress |
| Edit Address | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerId}) |
| Verify Address | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/Autopal.VerifyAddress()? |
| Delete Address | DELETE | https://loanpro.simnang.com/api/public/api/1/odata.svc/Address({AddressID}) |
| Get Customer Phones | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/Phones |
| Add Customer Phone Number | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerIDPhones}) |
| Edit Customer Phone Number | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID}) |
| Edit Do Not Call Status | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID}) |
| Get Customer Employers & References | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/{EntityType} |
| Add/Edit Customer Employer | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID}) |
| Add/Edit Customer References | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID}) |
| Get Payment Profile Information | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/PaymentAccounts |
| Link Payment Profile to Customer | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID}) |
| Update Payment Profile | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID}) |
| Set Payment Profile as Primary | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID}) |
| Get All Customer Documents | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomerDocuments() |
| Get Customer's Documents | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/Documents |
| Add Customer Documents | POST/PUT | https://loanpro.simnang.com/api/public/api/1/Customers({ID})/document/upload |
| Edit Customer Documents | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomerDocuments({DocumentID}) |
| Download Customer Documents | GET | https://loanpro.simnang.com/api/public/api/1/files/{TenantID}/CustomerDocuments({DocumentID})/{FileName} |
| Get Customer Notes | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/Notes |
| Add Customer Note | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID}) |
| Get Customer Credit Scores | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/CreditScore |
| Update Credit Scores | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/SetCreditScore() |
| Update Customer Custom Field Values | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID}) |
Loans
| Name | Method | Endpoint |
| Get Loan Information | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Get Current Loan Values | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/StatusArchive |
| Create New Loan | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans() |
| Activate a Loan | POST | https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/AutoPal.Activate() |
| Link Customer to Loan | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Unlink Customer from Loan | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Parent-Child Loan Linking | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Get Loan Setup | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/LoanSetup |
| Add/Update Loan Setup | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Get Loan Settings | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/LoanSettings |
| Edit Loan Settings | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Update Loan Settings Custom Field Values | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Preview Roll Payment | GET | https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.RollPayment({Amount},{SolveMethod}) |
| Set Roll Payment | POST | https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.RollPayment() |
| Get Schedule Roll | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/ScheduleRolls |
| Add New Schedule Line | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Use Schedule Roll Template | PUT | https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.SetRollScheduleTemplate({TemplateID}) |
| Reset Schedule Roll | GET | https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.ResetRollSchedule(false) |
| Remove Schedule Line | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Target APR Using Interest | POST | https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/RollAPR() |
| Target APR Using Escrow | POST |
https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/RollAPR() |
| Get Loan Modification | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/LoanModifications |
| Create Loan Modification | POST/PUT | Multiple Endpoints |
| Cancel Loan Modification | POST | https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.CancelModification() |
| Get Collateral | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Collateral |
| Add Collateral | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Edit Current Collateral | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Remove Collateral | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanId}) |
| Add/Edit Insurance | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Get Escrow Information | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Edit Escrow Bucket Settings | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Add/Edit Escrow Adjustment | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Add Escrow Calculator | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Add Escrow Transaction | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Enhanced Funding | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/LoanFundingTransactions? |
| Print Physical Check | GET | https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/funding-transactions/GetPrintCheck({CheckID}) |
| Fund a Loan (Legacy) | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
Loan servicing
| Name | Method | Endpoint |
| Get All Loan Documents | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/LoanDocuments?$skiptoken={NumDocsToSkip} |
| Get Loan Document | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Documents({DocumentID}) |
| Add Loan Document | POST/PUT | Multiple Endpoints |
| Download Loan Document | GET | https://loanpro.simnang.com/api/public/api/1/files/{TenantID}/LoanDocuments({DocumentID})/{FileName} |
| Edit Loan Document | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/LoanDocuments({DocumentID}) |
| Delete Loan Document | DELETE | https://loanpro.simnang.com/api/public/api/1/odata.svc/LoanDocuments({DocumentID}) |
| Get Loan Notes | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Notes |
| Add Loan Notes | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Add/Edit Loan Alert | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Get Promises | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Promises |
| Add Promise | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Edit Promise | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Delete Promise | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Get Actions | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Actions |
| Get Results | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/ActionResults |
| Get Action & Result Note | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/ActionResultNotes |
| Add Action & Result Note to Loan | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/ActionResultNotes |
| Edit Action & Results | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/ActionResultNotes({ActionResultID}) |
| Get Loan Checklist Values | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/ChecklistItemValues |
| Select/Deselect Checklist Items | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Change Due Date | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Add Amount Past Due Adjustment | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Add Days Past Due Adjustment | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Remove Days Past Due Adjustment | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Get Interest Rate Changes | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/InterestRateChanges |
| Create an Interest Rate Change | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Update an Interest Rate Change | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Delete an Interest Rate Change | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Suspend/Resume Interest | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Interest Adjustment Transaction | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Send Email | POST | https://loanpro.simnang.com/api/public/api/1/email.tool/next |
| Initiate Custom Form Generation | POST | https://loanpro.simnang.com/api/public/api/1/custom.forms/export/PDF/Loan/{LoanId} |
| Check Custom Form Download Status | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/DataDumps |
| Send Form to DocuSign | PUT | https://loanpro.simnang.com/api/public/api/1/docusign/send |
| Enable Loan Automation | PUT |
https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Resend Webhook | POST | https://loanpro.simnang.com/api/public/api/1/webhook/retry/{TraceID}/{Attempt} |
| Add New Bankruptcy | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Create a Collector Queue with a CSV File | POST | Multiple Endpoints |
Lines of credit
| Name | Method | Endpoint |
| Create Line of Credit Account | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits |
| Update Line of Credit Account | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id}) |
| Link Customer to Account | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id}) |
| Unlink customer from account | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id}) |
| Activate Account | PUT | https://loanpro.simnang.com/api/public/api/1/LineOfCredits({id})/activate |
| Deactivate Account | PUT | https://loanpro.simnang.com/api/public/api/1/LineOfCredits({id})/deactivate |
| Link Accounts | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCreditAccountLinkings |
| Get Account Information | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id}) |
| Get Account Balance | GET | https://loanpro.simnang.com/api/public/api/1/LineOfCredits({id})/stats |
| Get Daily Snapshot | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})/LineOfCreditDailyArchives |
| Get Linked Account Breakdown | GET | https://loanpro.simnang.com/api/public/api/1/MainAccounts/LineOfCredits({id})/LinkedAccounts/Loans |
| Get Card UUID | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Cards({card-id}) |
| Create Card In LMS | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/Cards |
| Create Card In LMS + Secure Payments | POST | https://loanpro.simnang.com/api/public/api/1/Cards/createCardForMe |
| Manage Card Status | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Cards({id}) |
Line of credit servicing
| Name | Method | Endpoint |
| Log a Credit Limit Adjustment | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({LineOfCreditID}) |
| Log an Interest Rate Adjustment | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCreditInterestRateAdjustments |
| Change Due Date | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCreditChangeStatementDueChanges |
| Create Note | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/Notes |
| Edit Note | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/Notes({id}) |
| Log a Charge | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({loc-id}) |
| Reverse a Charge | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id}) |
| Log a Credit | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({ID}) |
| Log a Bucket Transfer | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({ID}) |
| Log a Balance Rollover | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/LinkedAccountsBalanceRollOver |
| Add Account to Portfolio | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({LineOfCreditId}) |
| Remove Account From Portfolio | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({LineOfCreditId}) |
| Update Checklist Item Values | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id}) |
| Get Line of Credit Document | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({loc-id})/LineOfCreditDocuments({document-id}) |
| Download Line of Credit Document | GET | https://loanpro.simnang.com/api/public/api/1/files/{TenantID}/LineOfCreditDocuments({DocumentID})/{FileName} |
| Get Swipe History | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})/LineOfCreditSwipes |
| Create Swipe | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCreditSwipes |
| Edit Swipe | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCreditSwipes({swipe-id}) |
| Open Dispute | POST | https://loanpro.simnang.com/api/public/api/1/LineOfCredits({line-of-credit-id})/Swipes({swipe-id})/OpenDispute |
| Post Provisional Credit | POST | https://loanpro.simnang.com/api/public/api/1/LineOfCredits({line-of-credit-id})/Swipes({swipe-id})/DisputeProvisionalCredit |
| Cancel Dispute | PUT | https://loanpro.simnang.com/api/public/api/1/LineOfCredits({line-of-credit-id})/Swipes({swipe-id})/CancelDispute |
| Deny Dispute | PUT | https://loanpro.simnang.com/api/public/api/1/LineOfCredits({line-of-credit-id})/Swipes({swipe-id})/DenyDispute |
| Approve Dispute | PUT | https://loanpro.simnang.com/api/public/api/1/LineOfCredits({line-of-credit-id})/Swipes({swipe-id})/ApproveDispute |
| Get Payment History | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})/LineOfCreditPayments |
| Log Payment | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id}) |
| Reverse Payment | PUT | https://loanpro.simnang.com/api/public/api/1/LineOfCredits({loc-id})/VoidPayment({payment-id}) |
| Create AutoPay | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id}) |
| Get Statement History | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})/LineOfCreditBillingCycles |
| Download Statement PDF | GET | https://loanpro.simnang.com/api/public/api/1/billing-cycles/({id})/download-pdf |
| Get Statement Due Date Changes | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCreditChangeStatementDueChanges |
| Change Statement Date | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCreditChangeStatementDueChanges |
Custom fields
| Name | Method | Endpoint |
| Get Customer Custom Fields | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/CustomFieldValues |
| Get Loan Collateral Custom Fields | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Get Loan Settings Custom Fields | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Get Loan Bankruptcy Custom Fields | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Get Loan Insurance Custom Fields | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Get Loan Setup Custom Fields | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Get Payment Custom Fields | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Payments({PaymentID})/CustomFieldValues |
| Get Source Company Custom Fields | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies({SourceCompanyID})/CustomFieldValues |
| Create Associated Company Custom Field | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields() |
| Create Checkbox Custom Field | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields() |
| Create Currency Custom Field | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields() |
| Create Date Custom Field | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields() |
| Create Number Custom Field | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields() |
| Create Percentage Custom Field | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields() |
| Create Phone Custom Field | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields() |
| Create Select Custom Field | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields() |
| Create Text Custom Field | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields() |
| Create Time Custom Field | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields() |
| Create Web URL Custom Field | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields() |
| Edit Custom Field | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields({CustomFieldID}) |
Source companies
| Name | Method | Endpoint |
| Get Source Companies | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies({SourceCompanyID}) |
| Create a Source Company | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies |
| Update Source Company | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies({SourceCompanyID}) |
| Deactivate Source Company | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies({SourceCompanyID}) |
Reports
| Name | Method | Endpoint |
| Generate Payment Report | POST | https://loanpro.simnang.com/api/public/api/1/Autopal.PaymentReport |
| Generate Webhook Report | POST | https://loanpro.simnang.com/api/public/api/1/Autopal.WebhookReport |
| Check Report File Status | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/DataDumps({DataDumpID}) |
| Get Admin Stats | GET | https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.GetAdminStats({category}) |
Payments
| Name | Method | Endpoint |
| Get All Payments | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanId})/Payments |
| Get Single Payment | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Payments({PaymentID}) |
| Generate Payment Receipt URL | GET | https://loanpro.simnang.com/api/public/api/1/payments({PaymentID})/receipt |
| Predict Payment Application | POST | https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.PredictPaymentApplication() |
| Log New Payment | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Process New Payment | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Edit Existing Payment | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Void/Reverse Payment | POST | https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/VoidPayment({PaymentID}) |
| Preview Payment Split | POST | https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.PredictPaymentApplication() |
| Split Payment | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Add New Parent-Child Payment | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({ParentLoanID}) |
| Log Charge-Off | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Get All AutoPays | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Autopays() |
| Get Loan's AutoPays | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Autopays |
| Search AutoPays | POST | https://loanpro.simnang.com/api/public/api/1/Autopays/Autopal.Search() |
| Create AutoPay | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Edit AutoPay | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Cancel AutoPay | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Suspend Forecasted Payment | POST | https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/AutoPal.SuspendForecast({SuspendToDate}) |
| Clear Forecasted Payment Suspension | POST | https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/AutoPal.SuspendForecast(0000-00-00) |
Charges
| Name | Method | Endpoint |
| Get Charges | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Charges |
| Add Charge | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Edit Charge | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Reverse Charge | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Edit Recurring Charges | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
Other transactions
| Name | Method | Endpoint |
| Get All Transactions | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Transactions |
| Get Single Transaction | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Transactions({TransactionID}) |
| Add Advancement | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Remove an Advancement | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Add a Credit | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Remove a Credit | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
Loan grouping
| Name | Method | Endpoint |
| Add Loan to Portfolio | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID}) |
| Remove Portfolio from Loan | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({Loan_ID}) |
| Get Source Companies | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies({SourceCompanyID}) |
| Create a Source Company | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies |
| Update Source Company | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies({SourceCompanyID}) |
| Deactivate Source Company | PUT | https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies({SourceCompanyID}) |
Reports
| Name | Method | Endpoint |
| Generate Payment Report | POST | https://loanpro.simnang.com/api/public/api/1/Autopal.PaymentReport |
| Check Report File Status | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/DataDumps({DataDumpID}) |
| Get Admin Stats | GET | https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.GetAdminStats({category}) |
Account-level options
| Name | Method | Endpoint |
| Get Tenant Settings | GET | https://loanpro.simnang.com/api/public/api/1/tenant.settings({Category}) |
| Get Tenant Files | GET | https://loanpro.simnang.com/api/public/api/1/files/Tenant |
| Get Audit Trail | GET | https://loanpro.simnang.com/api/public/api/1/odata.svc/SystemNotes |
| Add System Note | POST | https://loanpro.simnang.com/api/public/api/1/odata.svc/SystemNotes() |
Secure Payments
These are all the calls to interact with Secure Payments.
Customers
| Name | Method | Endpoint |
| Get Customer Information | GET | https://securepayments.loanpro.io/api/customers/{customer-id} |
| Search Customers | POST | https://securepayments.loanpro.io/api/search/customer?export=false |
| Create Customer | POST | https://securepayments.loanpro.io/api/customers |
| Edit Customer | PUT | https://securepayments.loanpro.io/api/customers/{customer-id} |
| Get Customer Notes | GET | https://securepayments.loanpro.io/api/customers/{customer-id}/notes |
| Create Customer Note | POST | https://securepayments.loanpro.io/api/customers/{customer-id}/note |
| Edit Customer Note | PUT | https://securepayments.loanpro.io/api/customers/{customer-id}/note/{note-id} |
| Delete Customer Note | DELETE | https://securepayments.loanpro.io/api/customers/{customer-id}/note/{note-id} |
| Add Bank Card to Customer Profile | PUT | https://securepayments.loanpro.io/api/customers/{customer-id}/add-card |
| Remove Bank Card From Customer Profile | DELETE | https://securepayments.loanpro.io/api/customers/{customer-id}/card |
| Add Bank Account to Customer Profile | PUT | https://securepayments.loanpro.io/api/customers/{customer-id}/add-checking-account |
| Remove Bank Account From Customer Profile | DELETE | https://securepayments.loanpro.io/api/customers/{customer-id}/checking-account |
Payment profiles
| Name | Method | Endpoint |
| Generate OBO Token | POST | https://securepayments.loanpro.io/api/users/obo-token |
| Get Bank Card Information | GET | https://securepayments.loanpro.io/api/credit-card/{token} |
| Create Bank Card | https://securepayments.loanpro.io/api/capture-form/{YOUR OBO TOKEN} | |
| Validate Credit Card Information | POST | https://securepayments.loanpro.io/api/processors/credit-card/card-data |
| Verify Credit Card Address | POST | https://securepayments.loanpro.io/api/processors/credit-card/address-verify |
| Edit Bank Card | PUT | https://securepayments.loanpro.io/api/credit-card |
| Delete Bank Card | DELETE | https://securepayments.loanpro.io/api/credit-card/{token} |
| Get Bank Account Information | GET | https://securepayments.loanpro.io/api/checking-account/{token} |
| Verify Routing Number | GET | https://securepayments.loanpro.io/api/routing-number/verify/{routing-number} |
| Create Bank Account | POST | https://securepayments.loanpro.io/api/checking-account |
| Delete Bank Account | DELETE | https://securepayments.loanpro.io/api/checking-account/{token} |
Card
| Name | Method | Endpoint |
| Get Issuer Account | GET | https://securepayments.loanpro.io/api/v2/issuers/byoi/{IssuerID} |
| Create Issuer Account | POST | https://securepayments.loanpro.io/api/v2/issuers/byoi |
| Get Card Program | GET | https://securepayments.loanpro.io/api/v2/{issuer}/program/{program-id} |
| Create Card Program | POST | https://securepayments.loanpro.io/api/v2/{issuer}/create-program |
| Update Card Program | POST | https://securepayments.loanpro.io/api/v2/{issuer}/update-program |
| Upload Card Program Background Image | Multiple Endpoints | |
| Get Card Details | GET | https://securepayments.loanpro.io/api/v2/card-details/for-uuid/{card-uuid} |
| Create Card | POST | https://securepayments.loanpro.io/api/v2/{issuer}/create-card |
| Update Card | POST | https://securepayments.loanpro.io/api/v2/update-card |
| Generate Swipe Processor Token | GET | https://securepayments.loanpro.io/api/v2/swipe-processor/new-secret |
| Get Swipe Processor Tokens | GET | https://securepayments.loanpro.io/api/v2/swipe-processor/secrets |
| Get Swipe | GET | https://securepayments.loanpro.io/api/v2/card/{card-uuid}/swipe/{swipe-id} |
| Create Swipe | POST | https://swipes.loanpro.io/{issuer}/create |
| Create Swipe Event | POST | https://swipes.loanpro.io/{issuer}/event |
| Create Swipe Memo | POST | https://securepayments.loanpro.io/api/v2/card/{card-uuid}/swipe/{swipe-id}/memo |
| Update Swipe Memo | PUT | https://securepayments.loanpro.io/api/v2/card/{card-uuid}/swipe/{swipe-id}/memo/{memo-id} |
| Delete Swipe Memo | DELETE | https://securepayments.loanpro.io/api/v2/card/{card-uuid}/swipe/{swipe-id}/memo/{memo-id} |
| Upload Swipe Attachment | Multiple Endpoints | |
| Get Job Updates | GET | https://securepayments.loanpro.io/api/v2/job/{job-uuid}/updates |
Payment processors
| Name | Method | Endpoint |
| Get Processor Info | GET | https://securepayments.loanpro.io/api/processors/{processor}/{id} |
| Get All Processors | GET | https://securepayments.loanpro.io/api/processors/{Processor_Type} |
| Create ACHQ Processor | POST | https://securepayments.loanpro.io/api/processors/speedchex |
| Create Actum Processor | POST | https://securepayments.loanpro.io/api/processors/actum |
| Create Authorize.Net Processor | POST | https://securepayments.loanpro.io/api/processors/anet |
| Create CPA-005 Processor | POST | https://securepayments.loanpro.io/api/processors/cpa005 |
| Create LoanPaymentPro Processor | POST | https://securepayments.loanpro.io/api/processors/loanpaymentpro |
| Create TabaPay Processor | POST | https://securepayments.loanpro.io/api/processors/tabapay |
| Create Versapay Processor | POST | https://securepayments.loanpro.io/api/processors/versa |
| Delete Processor | DELETE | https://securepayments.loanpro.io/api/processors/{Processor_Type}/{Processor_ID} |
Nacha
| Name | Method | Endpoint |
| Get Nacha Files Reports | GET | https://securepayments.loanpro.io/api/nacha/reports |
| Get Batch Status | GET | https://securepayments.loanpro.io/api/nacha/batch-status/{UUID} |
| Create Nacha processor | POST | https://securepayments.loanpro.io/api/processors/nacha |
| Create Nacha Transaction | POST | https://securepayments.loanpro.io/api/processors/nacha/process/{id} |
| Generate Nacha File | POST | https://securepayments.loanpro.io/api/nacha |
| Download Nacha File | GET | https://securepayments.loanpro.io/api/nacha/report/{uuid} |
| Pull Nacha Reports | POST | https://securepayments.loanpro.io/api/search/nacha_export?export={boolean} |
Transactions
| Name | Method | Endpoint |
| Update Transaction Status | PUT | https://securepayments.loanpro.io/api/transactions/{Transaction_ID} |
| Process ACHQ Payment | POST | https://securepayments.loanpro.io/api/processors/speedchex/process/{Processor_ID} |
| Process Authorize.Net Payment | POST | https://securepayments.loanpro.io/api/processors/anet/process/{Processor_ID} |
| Process LoanPaymentPro Card Payment | POST | https://securepayments.loanpro.io/api/processors/loanpaymentpro-cc/process/{Processor_ID} |
| Process Actum ACH Payment | POST | https://securepayments.loanpro.io/api/processors/actum/process/{ProcessorID} |
| Process TabaPay Payment | POST | https://securepayments.loanpro.io/api/processors/tabapay/process/{Processor_ID} |
| Process Versapay Payment | POST | https://securepayments.loanpro.io/api/processors/versa/process/{Processor_ID} |
Imports and exports
| Name | Method | Endpoint |
| Get All Imports | GET | https://securepayments.loanpro.io/api/import/all |
| Import Credit Cards | POST | https://securepayments.loanpro.io/api/credit-card/validate |
| Import Checking Accounts | POST | https://securepayments.loanpro.io/api/checking-account/validate |
| Run Validated Import | POST | https://securepayments.loanpro.io/api/{Import_Type}/import/{Import_ID} |
| Export a CSV File | POST | https://securepayments.loanpro.io/api/search/import?export=true |
Callbacks
| Name | Method | Endpoint |
| Get Callbacks | GET | https://securepayments.loanpro.io/api/callback/all |
| Create Callback | POST | https://securepayments.loanpro.io/api/callback |
| Update Callback | PUT | https://securepayments.loanpro.io/api/callback/{Callback_ID} |
Account management
| Name | Method | Endpoint |
| Create New User | POST | https://securepayments.loanpro.io/api/users |
| Update User Settings | PUT | https://securepayments.loanpro.io/api/users/settings |
| Get Billing Card Information | GET | https://securepayments.loanpro.io/api/billing-card/{Token} |
| Create Billing Card | POST | https://securepayments.loanpro.io/api/billing-card |
| Generate Tokens | POST | https://securepayments.loanpro.io/api/authenticate |
| Revoke Token | POST | https://securepayments.loanpro.io/api/revoke |
| Initiate Password Reset | POST | https://securepayments.loanpro.io/api/password-reset |
| Set New Password | POST | https://securepayments.loanpro.io/api/reset-password-unlock |
| Update Expired Password | PUT | https://securepayments.loanpro.io/api/update-password |
| Search | POST | https://securepayments.loanpro.io/api/search/{Type} |
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