JUMP TOgETTING STARTEDQuickstart Guide 🏁SearchSearchSearch CustomerspostSearch LoanspostCustomersCustomer CreationGet Customer InformationgetCreate CustomerpostEdit Basic Customer InformationputDelete CustomerdeleteCustomer AddressesGet AddressgetEdit AddressputValidate AddresspostDelete AddressdeleteCustomer PhonesGet Customer PhonesgetAdd Customer Phone NumberputEdit Customer Phone NumberputEdit Do Not Call StatusputEmployer & ReferencesGet Customer Employers & ReferencesgetUpdate Customer EmployerputAdd/Edit Customer ReferencesputPayment ProfilesGet Payment Profile InformationgetLink Payment Profile to CustomerputUpdate Payment ProfileputSet Payment Profile as PrimaryputCustomer DocumentsGet All Customer DocumentsgetGet Customer's DocumentsgetAdd Customer DocumentEdit Customer DocumentputDownload Customer DocumentgetCustomer NotesGet Customer NotesgetAdd Customer NoteputCustomer Credit ScoresGet Customer Credit ScoresgetUpdate Credit ScoresputCustomer Custom FieldsGet Customer Custom Field ValuesgetUpdate Customer Custom Field ValuesputLoansLoan CreationGet Loan InformationgetGet Current Loan BreakdowngetGet Paid BalancepostCreate LoanpostActivate LoanpostDeactivate LoanputLink Customer to LoanputUnlink Customer from LoanputParent-Child Loan LinkingputArchive LoanputLoan SetupGet Loan SetupgetUpdate Loan Setup ValuesputLoan SettingsGet Loan SettingsgetUpdate Loan SettingsputUpdate Loan Settings Custom Field ValuesputSmart TagsAdd Smart Tag to LoanputRemove Smart Tag from LoanputRoll PaymentPreview Roll PaymentgetSet Roll PaymentpostSchedule RollGet Schedule RollgetAdd New Schedule LineputUse Schedule Roll TemplateputReset Schedule RollgetRemove Schedule LineputTargeted APRTarget APR Using InterestpostTarget APR Using EscrowpostLoan ModificationGet Loan ModificationgetCreate Loan ModificationCancel Loan ModificationpostCollateralGet CollateralgetAdd CollateralputEdit Current CollateralputRemove CollateralputAdd/Edit InsuranceputEscrowGet Escrow InformationgetEdit Escrow Bucket SettingsputAdd/Edit Escrow AdjustmentputAdd Escrow CalculatorputAdd Escrow TransactionputLoan FundingEnhanced FundingpostPrint Physical CheckgetFund a Loan (Legacy)putLoan ServicingLoan DocumentsGet All Loan DocumentsgetGet Loan DocumentgetAdd Loan DocumentDownload Loan DocumentgetEdit Loan DocumentputAdd Loan DocumentpostDelete Loan DocumentdeleteLoan NotesGet Loan NotesgetAdd Loan NoteputAdd/Edit Loan AlertputPromisesGet PromisesgetAdd PromiseputEdit PromiseputDelete PromiseputActions & ResultsGet ActionsgetGet ResultsgetGet Action & Result NotegetAdd Action & Result Note to LoanpostEdit Action & ResultsputHow do I find the Action & Result Selection ID?ChecklistsGet Loan Checklist ValuesgetSelect/Deselect Checklist ItemsputChange Due DateChange Due DateputPast Due AdjustmentsAdd Amount Past Due AdjustmentputAdd Days Past Due AdjustmentputRemove Days Past Due AdjustmentputInterest Rate ChangesGet Interest Rate ChangesgetCreate an Interest Rate ChangeputUpdate an Interest Rate ChangeputDelete an Interest Rate ChangeputInterest SuspensionsSuspend/Resume InterestputInterest Adjustment TransactionputPaymentsGet All PaymentsgetGet Single PaymentgetGenerate Payment Receipt URLgetPredict Payment ApplicationpostLog New PaymentputProcess New PaymentputEdit Existing PaymentputVoid/Reverse PaymentpostPreview Payment SplitpostSuspend Forecasted PaymentspostClear Forecasted Payment SuspensionpostSplit PaymentputAdd New Parent-Child PaymentputLog Charge-OffputAutoPaysGet All AutoPaysgetGet Loan's AutoPaysgetSearch AutoPayspostCreate AutoPayputEdit AutoPayputCancel AutoPayputLoan TransactionsGet All TransactionsgetGet Single TransactiongetChargesGet ChargesgetAdd ChargeputEdit ChargeputReverse ChargeputEdit Recurring ChargesputAdvancements & CreditsAdd AdvancementputRemove an AdvancementputAdd a CreditputRemove a CreditputCommunicationSend EmailpostGenerate Dynamic TemplatepostDownload Generated Dynamic TemplategetSend Form to DocuSignpostRules AppliedUpdate Loan Rules Applied SettingsputWebhooksResend WebhookpostBankruptciesAdd New BankruptcyputCollector QueuesCreate a Collector Queue with a CSV FileLineS of CreditAccount CreationCreate line of credit accountpostUpdate line of credit accountputLink customer to accountputUnlink customer from accountputActivate accountputDeactivate accountputLink accountspostPulling Account InformationGet account informationgetGet account balancegetGet daily snapshotgetGet linked account breakdowngetGet payment historyGet swipe historyGet statement historyDownload statement PDFCardsGet card UUIDgetCreate card in LMSpostCreate card in LMS + Secure PaymentspostManage card statusputline of credit servicingServicing ToolsLog a credit limit adjustmentputLog an interest rate adjustmentpostChange due datepostCreate notepostEdit notepostLog a chargeputReverse a chargeputLog a creditputLog a bucket transferputLog a balance rolloverpostAdd account to portfolioputRemove account from portfolioputUpdate checklist item valuesputDocumentsGet line of credit documentgetUpload line of credit documentDownload line of credit documentgetGenerate Dynamic TemplatepostDownload generated Dynamic TemplategetSwipesGet swipe historygetCreate swipepostEdit swipeputDisputesOpen disputepostPost provisional creditpostDeny disputeputApprove disputeputPaymentsGet payment historygetLog paymentputReverse paymentputCreate AutoPayputStatementsGet statement historygetDownload statement PDFgetGet statement due date changesgetChange statement datepostCUSTOM FIELDSGetting Custom FieldsGet Customer Custom FieldsgetGet Loan Collateral Custom FieldsgetGet Loan Settings Custom FieldsgetGet Loan Bankruptcy Custom FieldsgetGet Loan Insurance Custom FieldsgetGet Loan Setup Custom FieldsgetGet Payment Custom FieldsgetGet Source Company Custom FieldsgetCreating Custom FieldsCreate Associated Company Custom FieldpostCreate Checkbox Custom FieldpostCreate Currency Custom FieldpostCreate Date Custom FieldpostCreate Number Custom FieldpostCreate Percentage Custom FieldpostCreate Phone Custom FieldpostCreate Select Custom FieldpostCreate Text Custom FieldpostCreate Time Custom FieldpostCreate Web URL Custom FieldpostEditing Custom FieldsEdit Custom FieldputSOURCE COMPANIESSource CompaniesGet Source CompaniesgetCreate a Source CompanypostLink Payment ProfileputUpdate Source CompanyputDeactivate Source CompanyputReportsReportsGenerate Payment ReportpostGenerate Webhook ReportpostCheck Report File StatusgetAdmin StatsGet Admin StatsgetAccount-Level OptionsTenant SettingsGet Tenant SettingsgetTenant FilesGet Tenant FilesgetSystem NotesGet System NotesgetAdd System NotepostSuspend Forecasted Payments
