Add Loan Note

This request will add a note to a loan.

   Click here to learn more about this request

Notes can be associated with customers and loans. Here, we're adding a note to a loan:

• Since we're adding a note to a loan, we'll send this request through the Loans endpoint
• Notes can be viewed under the Servicing tab of a loan within the LMS UI.
• There are two types of notes: NOTICE and STANDARD. Notices display immediately when a loan is opened; standard notes display on the Servicing tab.

For an example of how customer notes work within the UI, take a look at our Create a Loan Note article.

Database

For information on notes database tables, see the following articles:

• Database – Notes Entity (note_entity)
• Database – Note Category Info (note_category_entity)
• Database – Loan Table (loan_entity)

Example Payload

{
    "Notes": {
        "results": [
            {
                "body": "This is a sample note.",
                "categoryId": 27,
                "subject": "Testing",
                "type": "NOTICE",
                "expirationDate": "2022-02-03"
            }
        ]
    }
}