Link customer to account

This request links an existing customer to a line of credit account.

   Click here to learn more about this request

A Customer is a representation of your borrower, and the Customers endpoint stores borrower information. Customers and LineOfCredits are separate entities, but they can be associated to create a link between the account and its borrower(s). Here are some things to note about this request:

• This request is sent through the LineOfCredits endpoint. Thus, the Customers object is included in the payload.
• Both lines of credit and customers can be created without being associated to each other.
• It's possible to link multiple customers to a line of credit in a single request.
• Many users tend to want to simultaneously link a customer when they create a new line of credit within one request. If this is the case, you will need to have created a new customer first. Here's why:
  
  When you create a new line of credit and link a customer all within the same request, you send it through the LineOfCredits endpoint. Therefore, you will need a valid customer ID since you can't create a new customer through the LineOfCredits endpoint.
  
  For information on how to simultaneously link a customer while creating a new loan, view Create line of credit account ↗

💭 Want to learn more about Customers?

Take a look at our Customers ↗ documentation.

Database

For information regarding Line of Credit and Customer database tables, see the following articles:

• Database – Line of Credit Account (line_of_credit_entity)
• Database – Line of Credit Settings (line_of_credit_settings_entity)
• Database – Customer Main Table (customer_entity)

Sample Payload

{
	"Customers": {
      	"results": [
            {
                "__id": 1183,
                "__setLoanRole": "loan.customerRole.primary"
            }
        ]
    }
}