Add Action & Result Note to Loan

General

Actions and 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—or any REST client—won't send the 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:

• Database – Action & Result Note (action_result_note_entity)
• Database – Action & Result Selection (action_result_selection_entity)
• Database – Action Notes Relationship Table (action__notes)
• Database – Action and Results Mapping Table (action__result)

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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
            }
         }
      ]
   }
}