Discussions
Link Source Company to SecurePayments PaymentMethod
There is a `source_company_entity` table populated by the [create source company](https://loanpro.readme.io/reference/create-a-source-company) endpoint. There is another table called `checking_account_entity` that seems to hold SecurePayments checking accounts. I confirmed by testing that when creating a new source company, if the payload includes the following:
```json
{
"checkingAccountId": 1
}
```
then the new Source Company will be added to LoanPro and will _already be linked_ to a Payment Profile.
If you click the "add/edit" button when managing a source company "Payment Method" it pulls up the Secure Payments UI inside of the modal.
However, I am trying to do the following flow by API, and I am stuck on step 3:
1. Accept company & bank information
2. Call secure payments [create checking account](https://loanpro.readme.io/v1.1/reference/create-checking-account) to obtain a `token`
3. Use the `token` to get a corresponding `checking_account_id` (via LoanPro or SecurePayments)
4. Use the `checking_account_id` and company information to create a Source Company with a Payment Method
I have not been able to find a method to "Link a Source Company to a Payment Method" in either the LoanPro or SecurePayments documentation. Is it possible by API to connect a Source Company to a Payment Method when only in possession of the Payment Method token?
Posted by Sebastian Green about 2 months ago
User management via API
Are there any plans to allow management of agent users: both calling a list of them and the creation of new agents via the API?
Posted by Joseph Bogash 8 months ago
User management via API
Are there any plans to allow management of agent users: both calling a list of them and the creation of new agents via the API?
Posted by Joseph Bogash 8 months ago