Add Customer Note

This request creates a note on a customer profile.

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LoanPro's Note Manager allows users to create and reference notes that reference borrowers or their account. Customer notes are used by servicers to add small bits of information about borrowers:

• The Notes object holds customer note information, and it's nested within the Customers entity.
• Customer notes are associated with borrowers—not loans. To add a note to a loan, create a loan note.

For an example of how the Note Manager works within the UI, take a look at our Create a Customer Note article.

Database

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

• Database – Notes Entity (note_entity)
• Database – Note Category Info (note_category_entity)
• Database – Customer Main Table (customer_entity)

Sample Payload

{
    "Notes": {
        "results": [
            {
                "body": "This is a sample note.",
                "categoryId": 29,
                "subject": "Testing"
            }
        ]
    }
}