Update Source Company

This request allows you to update the Source CompaniesSource Companies - A servicing and loan grouping feature that lets you assign companies to loans. saved within your account.

General

Source Companies are used by lenders to categorize loans by company. Some users use Source Companies for tracking business referrals, while others use them as a way to assign loans to a brick-and-mortar locations. Here's what you need to know about this request:

  • This request is sent through the SourceCompany endpoint, which is how all Source Company information is created, stored, and updated.
  • Since Source Companies can be used in different ways, some information within this request may not be applicable to your business. For example, you may not choose to use the Employees object, which assigns your own personnel to the Source Company. You may decide not to set a primary contact for the company as well.
  • The following Source Company information cannot be altered via the API:
    • Notes and Documents
    • Vault information
    • Cash Drawers
    • Terminal Numbers
    • Notifications

For an example of how viewing and editing a Source Company works within the UI, take a look at our Source Company Manager article on our help site.

Database

For information on Source Company database tables, see the following articles:

{
     "companyName": "Two Birds, One Loan",
     "contactPhone": "8005551234",
     "numPrefix": "2B1L",
     "PrimaryContact": {
          "__id": 10107
     },
     "Address": {
          "id": 2417,
          "address1": "1099 Hayes Street",
          "country": "company.country.usa",
          "state": "geo.state.CA",
          "city": "San Francisco",
          "zipcode": 94117,
          "__update": true,
          "__id": 2417
     },
     "Employees": {
          "results": [
               {
                    "userId": 10107
               }
          ]
     }
}

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Try It Instructions

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