Add/Edit Customer References

This request allows you to add, edit, or delete a customer reference.


References can help lenders contact their borrowers and provide additional information during the underwriting process. Here's what you need to know about this request:

  • The References object is nested within the Customers entity. Thus, this request is sent through the Customers endpoint as a PUT.
  • Each customer can have multiple references.
  • You will need a valid customer ID to update reference information. You can find a customer's ID by using a GET Customer Information request.

For more information on this request, check out our API – Customer References article.

And for an example of how reference information is saved within the UI, take a look at our References Overview article.


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

     "References": {
          "results": [
                    "name": "Tim Whitaker",
                    "relation": "customerReference.Relation.father",
                    "primaryPhone": "8992163320",
                    "Address": {
                         "address1": "2600 Sheridan Road",
                         "city": "Evanston",
                         "state": "geo.state.IL",
                         "zipcode": "60602",
                         "country": ""
                    "__id": 199,
                    "__update": "true",
                    "__destroy": "false"


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.

Click Try It! to start a request and see the response here!