This request allows you to add, edit, and remove PromisesPromises - LoanPro tool that allows you to record commitments made by customers to take a certain action on their account on a certain date. This tool helps you keep track of what your customers tell you they will do. To create a promise navigate to a specific loan and then Servicing > Promises..
General
If a lender issues a bit of good will towards a customer, they can use PromisesPromises - LoanPro tool that allows you to record commitments made by customers to take a certain action on their account on a certain date. This tool helps you keep track of what your customers tell you they will do. To create a promise navigate to a specific loan and then Servicing > Promises. to keep track of the customer's end of the deal. Here's what you need to know about editing promises:
- Promises help users keep track of agreements, but they can't keep track of when a promise is fulfilled. To mark a promise as fulfilled, pay attention to the
fulfilled
andfulfilledDate
fields. - When adding and editing promises via the API, the Agent UserAgent User - Refers to users that have access to a tenant (company-level account) inside of LoanPro. Access to areas of the LoanPro software can be granted to agent users in the form of roles. associated with your API tenant will be set as the agent who created the promise.
For an example of how promises work within the UI, take a look at our Promises Overview article.
Database
For information on promises database tables, see the following articles:
{
"Promises": {
"results": [
{
"id": 517,
"type": "loanpromise.type.payment",
"subject": "Edited API Demo Promise",
"note": "<b>This promise was edited via the API! <3</b>",
"amount": 25,
"dueDate": "7/17/2023",
"fulfilled": 0,
"__id": 517,
"__update": true
}
]
}
}
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.