Get Customer Notes

This request allows you to pull customer note information.

General

Customer notes are used by servicers to add small bits of information about borrowers. Here's what you need to know about customer notes:

  • The Notes object holds customer note information, and it's nested within the Customers entity.
  • Customer notes are associated with borrowers—not loans. If you'd like to add a note to a loan, you will need to use Loan Notes.
  • Notes can be viewed under the Customer Notes tab of a loan or the Customer Manager within the LMS UI.

For an example of how customer notes work within the UI, take a look at our Create a Customer Note article.

Database

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

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Try It Instructions

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