Add/Remove Loan Portfolio

This request allows you to add or remove a loan from PortfoliosPortfolios - Tool that groups loans into specified categories. Portfolios can be used to group loans by things like location, loan size, investor, servicing company, and more. To create a portfolio, navigate to Settings > Loan > Portfolio > Portfolio Categories. and Sub-PortfoliosSub-Portfolios - Further classification available within primary and secondary portfolios. Primary and secondary portfolios may contain several sub-portfolios. Sub-portfolios cannot be shared between multiple primary or secondary portfolios..

General

Portfolios allow lenders to categorize their loans. Many lenders use portfolios in tandem with rules to automate loan categorization. Here's what you need to know about this request:

  • A loan can be categorized in multiple portfolios at a time.
  • Sub-portfolios also exist as a way to allow greater categorization.
  • This request uses __metadata information in the payload. Pay close attention to how the values are formatted.

For an example of how portfolios work within the UI, take a look at our Portfolios article on our help site.

Database

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

{
    "Portfolios": {
        "results": [
            {
                "__metadata": {
                    "uri": "/api/1/odata.svc/Portfolios(id=20)",
                    "type": "Entity.Portfolio"
                }
            }
        ]
    },
    "SubPortfolios": {
        "results": [
            {
                "__metadata": {
                    "uri": "/api/1/odata.svc/Portfolios(id=10)",
                    "type": "Entity.SubPortfolio"
                }
            }
        ]
    }
}

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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.

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