Add Escrow Transaction

This request adds an escrow transaction to a loan.

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Escrow transactions allow you to record, deposit, and withdraw transactions for your Escrow Buckets within LoanPro:

• The EscrowTransactions object is nested within the Loans entity, and it holds transaction history.
• Escrow Calculators use Escrow Buckets. It's necessary to create one before adding a calculator, do so via the API

For an example of how escrow transactions work within the UI, take a look at our Create a New Escrow Transaction article on our help site.

Database

For information on escrow transaction database tables, see the following articles:

• Database – Escrow Transaction (escrow_transaction_entity)
• Database – Escrow Transaction Category (escrow_tx_category_entity)
• Database – Escrow Transaction Metadata (escrow__transactions)

Add a Transaction

{
  "EscrowTransactions": {
    "results": [
      {
        "date": "2022-11-24",
        "amount": "100.00",
        "type": "transaction.type.withdrawal",
        "category": 7,
        "description": "Standard Escrow Fee",
        "subset": 2
      }
    ]
  }
}

Update a Transaction

{
  "EscrowTransactions": {
    "results": [
      {
        "subset": 2,
        "category": 7,
        "description": "Testing",
        "date": "2022-11-24",
        "type": "transaction.type.withdrawal",
        "amount": "250.00",
        "__id": 31,
        "__update": true
      }
    ]
  }
}

Remove a Transaction

{
  "EscrowTransactions": {
    "results": [
      {
        "__id": 31,
        "__destroy": true
      }
    ]
  }
}