Add Smart Tag to Loan

This request adds a Smart Tag to a loan.

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Smart Tags (formerly known as Portfolios) allow lenders to categorize their accounts. Smart Tags can be used in tandem with the Automation Engine to create powerful automations within LoanPro. Here's what you need to know about this request:

  • Smart Tags are referred to as Portfolios within the API and the database.
  • A loan can be associated with multiple Smart Tags at a time and with a single request.
  • For more granular categorization, Sub-Smart Tags can be associated with loans as well.

For an example of how portfolios work within the UI, take a look at our Smart Tags article on our help site.

Database

For information regarding Smart Tag database tables, see the following articles:

{
    "Portfolios": {
        "results": [
            {
                "__id": 26
            },
            {
                "__id": 1
            }
        ]
    }
}
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