Add Action & Result Note to Loan

This request allows you to add a new Actions and ResultsActions and Results - Tool within LoanPro that allows agent users to quickly record when they have performed a certain action on an account, and select an associated result of that action. Actions and results can be set up in Settings > Loan > Labeling > Action & Results. note.

General

Actions and ResultsActions and Results - Tool within LoanPro that allows agent users to quickly record when they have performed a certain action on an account, and select an associated result of that action. Actions and results can be set up in Settings > Loan > Labeling > Action & Results. are used by lenders to track the effectiveness of servicing operations and standardize practices for their personnel. Here's what you need to know about adding action and results notes:

  • This request adds an action, result, and note to a loan.
  • This request does not update the loan's follow-up date. When you add or update an action and result within the UI, the system actually sends two requests: one for the action and result and one to update the follow-up date. This page, and any REST client, can't send two requests at the same time, so you'll need to send a separate request to update the follow-up date by editing the loan settings.

Database

For information on action and result database tables, see the following articles:

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Try It Instructions

Our requests often provide sample payload information so that you can receive a 200 response from simply hitting the Try It button. This request is ready for you—expand the object by clicking the "+" symbol and hit Try It to send the request.

If you would like to try this request with your own tenant account, make sure to change the headers to match your own authentication information.

{  
   "note":"This action and result note was created via the API",
   "loanId":"9114",
   "ActionResultSelectionItems":{  
      "results":[  
         {  
            "Action":{  
               "__id":1
            },
            "Result":{  
               "__id":2
            }
         }
      ]
   }
}
Language
Authentication
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