Create Associated Company Custom Field

General

Custom fields are used by lenders to track information that's important to their business practices but isn't native to LoanPro. Here's what you need to know about this request:

• Custom fields can display several different types of information. This request creates a custom field that displays an Associated Company.
• Users create custom fields for entities such as Loans, Customers, and more. Once the field has been set up, it will be included as an option for each newly created entity. When creating the entity a custom field is associated with, the user determines the value of the custom field.
• Custom fields do not update themselves automatically. However, you can set a default value for the field.

For an example of how custom fields work within the UI, take a look at our Using Custom Fields article.

Database

For information on associated companies and custom field database tables, see the following articles:

• Database – Custom Field Entity (custom_field)
• Database – Custom Field to Entity Map (custom_field__entity)
• Database – Company Directory (company_directory_entity)

{
     "name": "Associated Company",
     "type": "customfield.type.associatedCompany",
     "entityType": "Entity.Customer",
     "required": 0,
     "reportEnabled": 1,
     "creditReportEnabled": 0,
     "autoCalculate": "customfield.autoCalculate.none",
     "defaultValue": 2,
     "selectOptions": 4,
     "active": 1
}

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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—hit Try It to send the request.

However, 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.