Create note

This request creates a note on a line of credit account.

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Notes are a servicing tool that can log important information within an account, such as borrower interactions. When a note is created, it's associated with an account—in this context, a line of credit account.

There are two types of notes: NOTICE and STANDARD. Notices display immediately in the UI when a loan is opened; standard notes display within the Servicing tab.

For an example of how notes work within the UI, take a look at our Servicing Line of Credit Accounts ↗ article.

Database

For information regarding note database tables, see the following articles:

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

Sample Payload

{
    "parentId": 52,
    "parentType": "Entity.LineOfCredit",
    "type": "STANDARD",
    "categoryId": 3,
    "subject": "Note Title",
    "body": "<p><strong>This is the body of the note.</strong></p>\n<p>You can use HTML to format text here.</p>",
    "expirationDate": null
}