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LMS API Directory

Links to every call at developers.loanpro.io, our API documentation site.

Table of Contents

These are all the calls to interact with LMS. For the Secure Payments endpoints, check out the Secure Payments API Directory.

Search

Name Method Endpoint
Search Customers POST https://loanpro.simnang.com/api/public/api/1/Customers/Autopal.Search()?$top=25&$start=0&$orderby=id asc
Search Loans POST https://loanpro.simnang.com/api/public/api/1/Loans/Autopal.Search()?$top=25&$start=0&$orderby=id asc&$expand=Customers

Customers

Name Method Endpoint
Get Customer Information GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})
Create New Customer POST https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers()
Edit Core Customer Information PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})
Delete Customer DELETE https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})
Get Address GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/PrimaryAddress
Edit Address PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerId})
Verify Address POST https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/Autopal.VerifyAddress()?
Delete Address DELETE https://loanpro.simnang.com/api/public/api/1/odata.svc/Address({AddressID})
Get Customer Phones GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/Phones
Add Customer Phone Number PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerIDPhones})
Edit Customer Phone Number PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})
Edit Do Not Call Status PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})
Get Customer Employers & References GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/{EntityType}
Add/Edit Customer Employer PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})
Add/Edit Customer References PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})
Get Payment Profile Information GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/PaymentAccounts
Link Payment Profile to Customer PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})
Update  Payment Profile PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})
Set Payment Profile as Primary PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})
Get All Customer Documents GET https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomerDocuments()
Get Customer's Documents GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/Documents
Add Customer Documents POST/PUT https://loanpro.simnang.com/api/public/api/1/Customers({ID})/document/upload
Edit Customer Documents PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomerDocuments({DocumentID})
Download Customer Documents GET https://loanpro.simnang.com/api/public/api/1/files/{TenantID}/CustomerDocuments({DocumentID})/{FileName}
Get Customer Notes GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/Notes
Add Customer Note PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})
Get Customer Credit Scores GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/CreditScore
Update Credit Scores PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/SetCreditScore()
Update Customer Custom Field Values PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})

Loans

Name Method Endpoint
Get Loan Information GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Get Current Loan Values GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/StatusArchive
Create New Loan POST https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans()
Activate a Loan POST https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/AutoPal.Activate()
Link Customer to Loan PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Unlink Customer from Loan PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Parent-Child Loan Linking PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Get Loan Setup GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/LoanSetup
Add/Update Loan Setup PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Get Loan Settings GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/LoanSettings
Edit Loan Settings PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Update Loan Settings Custom Field Values PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Preview Roll Payment GET https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.RollPayment({Amount},{SolveMethod})
Set Roll Payment POST https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.RollPayment()
Get Schedule Roll GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/ScheduleRolls
Add New Schedule Line PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Use Schedule Roll Template PUT https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.SetRollScheduleTemplate({TemplateID})
Reset Schedule Roll GET https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.ResetRollSchedule(false)
Remove Schedule Line PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Target APR Using Interest POST https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/RollAPR()
Target APR Using Escrow POST
https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/RollAPR()
Get Loan Modification GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/LoanModifications
Create Loan Modification POST/PUT Multiple Endpoints
Cancel Loan Modification POST https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.CancelModification()
Get Collateral GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Collateral
Add Collateral PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Edit Current Collateral PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Remove Collateral PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanId})
Add/Edit Insurance PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Get Escrow Information GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Edit Escrow Bucket Settings PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Add/Edit Escrow Adjustment PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Add Escrow Calculator PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Add Escrow Transaction PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Enhanced Funding POST https://loanpro.simnang.com/api/public/api/1/odata.svc/LoanFundingTransactions?
Print Physical Check GET https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/funding-transactions/GetPrintCheck({CheckID})
Fund a Loan (Legacy) PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})

Loan Servicing

Name Method Endpoint
Get All Loan Documents GET https://loanpro.simnang.com/api/public/api/1/odata.svc/LoanDocuments?$skiptoken={NumDocsToSkip}
Get Loan Document GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Documents({DocumentID})
Add Loan Document POST/PUT Multiple Endpoints
Download Loan Document GET https://loanpro.simnang.com/api/public/api/1/files/{TenantID}/LoanDocuments({DocumentID})/{FileName}
Edit Loan Document PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/LoanDocuments({DocumentID})
Delete Loan Document DELETE https://loanpro.simnang.com/api/public/api/1/odata.svc/LoanDocuments({DocumentID})
Get Loan Notes GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Notes
Add Loan Notes PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Add/Edit Loan Alert PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Get Promises GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Promises
Add Promise PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Edit Promise PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Delete Promise PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Get Actions GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Actions
Get Results GET https://loanpro.simnang.com/api/public/api/1/odata.svc/ActionResults
Get Action & Result Note GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/ActionResultNotes
Add Action & Result Note to Loan POST https://loanpro.simnang.com/api/public/api/1/odata.svc/ActionResultNotes
Edit Action & Results PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/ActionResultNotes({ActionResultID})
Get Loan Checklist Values GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/ChecklistItemValues
Select/Deselect Checklist Items PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Change Due Date PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Add Amount Past Due Adjustment PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Add Days Past Due Adjustment PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Remove Days Past Due Adjustment PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Get Interest Rate Changes GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/InterestRateChanges
Create an Interest Rate Change PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Update an Interest Rate Change PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Delete an Interest Rate Change PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Suspend/Resume Interest PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Interest Adjustment Transaction PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Send Email POST https://loanpro.simnang.com/api/public/api/1/email.tool/next
Initiate Custom Form Generation POST https://loanpro.simnang.com/api/public/api/1/custom.forms/export/PDF/Loan/{LoanId}
Check Custom Form Download Status GET https://loanpro.simnang.com/api/public/api/1/odata.svc/DataDumps
Send Form to DocuSign PUT https://loanpro.simnang.com/api/public/api/1/docusign/send
Enable Loan Automation PUT
https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Resend Webhook POST https://loanpro.simnang.com/api/public/api/1/webhook/retry/{TraceID}/{Attempt}
Add New Bankruptcy PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Create a Collector Queue with a CSV File POST Multiple Endpoints

Lines of Credit

Name Method Endpoint
Create Line of Credit Account POST https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits
Update Line of Credit Account PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})
Link Customer to Account PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})
Unlink customer from account PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})
Activate Account PUT https://loanpro.simnang.com/api/public/api/1/LineOfCredits({id})/activate
Deactivate Account PUT https://loanpro.simnang.com/api/public/api/1/LineOfCredits({id})/deactivate
Link Accounts POST https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCreditAccountLinkings
Get Account Information GET https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})
Get Account Balance GET https://loanpro.simnang.com/api/public/api/1/LineOfCredits({id})/stats
Get Daily Snapshot GET https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})/LineOfCreditDailyArchives
Get Linked Account Breakdown GET https://loanpro.simnang.com/api/public/api/1/MainAccounts/LineOfCredits({id})/LinkedAccounts/Loans
Get Card UUID GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Cards({card-id})
Create Card In LMS POST https://loanpro.simnang.com/api/public/api/1/odata.svc/Cards
Create Card In LMS + Secure Payments POST https://loanpro.simnang.com/api/public/api/1/Cards/createCardForMe
Manage Card Status PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Cards({id})

Line of Credit Servicing

Name Method Endpoint
Log a Credit Limit Adjustment PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({LineOfCreditID})
Log an Interest Rate Adjustment POST https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCreditInterestRateAdjustments
Change Due Date POST https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCreditChangeStatementDueChanges
Create Note POST https://loanpro.simnang.com/api/public/api/1/odata.svc/Notes
Edit Note POST https://loanpro.simnang.com/api/public/api/1/odata.svc/Notes({id})
Log a Charge PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({loc-id})
Reverse a Charge PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})
Log a Credit PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({ID})
Log a Bucket Transfer PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({ID})
Log a Balance Rollover POST https://loanpro.simnang.com/api/public/api/1/odata.svc/LinkedAccountsBalanceRollOver
Add Account to Portfolio PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({LineOfCreditId})
Remove Account From Portfolio PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({LineOfCreditId})
Update Checklist Item Values PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})
Get Line of Credit Document GET https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({loc-id})/LineOfCreditDocuments({document-id})
Download Line of Credit Document GET https://loanpro.simnang.com/api/public/api/1/files/{TenantID}/LineOfCreditDocuments({DocumentID})/{FileName}
Get Swipe History GET https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})/LineOfCreditSwipes
Create Swipe POST
Edit Swipe PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCreditSwipes({swipe-id})
Open Dispute POST https://loanpro.simnang.com/api/public/api/1/LineOfCredits({line-of-credit-id})/Swipes({swipe-id})/OpenDispute
Post Provisional Credit POST https://loanpro.simnang.com/api/public/api/1/LineOfCredits({line-of-credit-id})/Swipes({swipe-id})/DisputeProvisionalCredit
Cancel Dispute PUT https://loanpro.simnang.com/api/public/api/1/LineOfCredits({line-of-credit-id})/Swipes({swipe-id})/CancelDispute
Deny Dispute PUT https://loanpro.simnang.com/api/public/api/1/LineOfCredits({line-of-credit-id})/Swipes({swipe-id})/DenyDispute
Approve Dispute PUT https://loanpro.simnang.com/api/public/api/1/LineOfCredits({line-of-credit-id})/Swipes({swipe-id})/ApproveDispute
Get Payment History GET https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})/LineOfCreditPayments
Log Payment PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})
Reverse Payment PUT https://loanpro.simnang.com/api/public/api/1/LineOfCredits({loc-id})/VoidPayment({payment-id})
Create AutoPay PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})
Get Statement History GET https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits({id})/LineOfCreditBillingCycles
Download Statement PDF GET https://loanpro.simnang.com/api/public/api/1/billing-cycles/({id})/download-pdf
Get Statement Due Date Changes GET https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCreditChangeStatementDueChanges
Change Statement Date POST https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCreditChangeStatementDueChanges

Custom Fields

Name Method Endpoint
Get Customer Custom Fields GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers({CustomerID})/CustomFieldValues
Get Loan Collateral Custom Fields GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Get Loan Settings Custom Fields GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Get Loan Bankruptcy Custom Fields GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Get Loan Insurance Custom Fields GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Get Loan Setup Custom Fields GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Get Payment Custom Fields GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Payments({PaymentID})/CustomFieldValues
Get Source Company Custom Fields GET https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies({SourceCompanyID})/CustomFieldValues
Create Associated Company Custom Field POST https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields()
Create Checkbox Custom Field POST https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields()
Create Currency Custom Field POST https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields()
Create Date Custom Field POST https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields()
Create Number Custom Field POST https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields()
Create Percentage Custom Field POST https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields()
Create Phone Custom Field POST https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields()
Create Select Custom Field POST https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields()
Create Text Custom Field POST https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields()
Create Time Custom Field POST https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields()
Create Web URL Custom Field POST https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields()
Edit Custom Field PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomFields({CustomFieldID})

Source Companies

Name Method Endpoint
Get Source Companies GET https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies({SourceCompanyID})
Create a Source Company POST https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies
Update Source Company PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies({SourceCompanyID})
Deactivate Source Company PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies({SourceCompanyID})

Reports

Name Method Endpoint
Generate Payment Report POST https://loanpro.simnang.com/api/public/api/1/Autopal.PaymentReport
Generate Webhook Report POST https://loanpro.simnang.com/api/public/api/1/Autopal.WebhookReport
Check Report File Status GET https://loanpro.simnang.com/api/public/api/1/odata.svc/DataDumps({DataDumpID})
Get Admin Stats GET https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.GetAdminStats({category})

Payments

Name Method Endpoint
Get All Payments GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanId})/Payments
Get Single Payment GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Payments({PaymentID})
Generate Payment Receipt URL GET https://loanpro.simnang.com/api/public/api/1/payments({PaymentID})/receipt
Predict Payment Application POST https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.PredictPaymentApplication()
Log New Payment PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Process New Payment PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Edit Existing Payment PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Void/Reverse Payment POST https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/VoidPayment({PaymentID})
Preview Payment Split POST https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.PredictPaymentApplication()
Split Payment PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Add New Parent-Child Payment PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({ParentLoanID})
Log Charge-Off PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Get All AutoPays GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Autopays()
Get Loan's AutoPays GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Autopays
Search AutoPays POST https://loanpro.simnang.com/api/public/api/1/Autopays/Autopal.Search()
Create AutoPay PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Edit AutoPay PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Cancel AutoPay PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Suspend Forecasted Payment POST https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/AutoPal.SuspendForecast({SuspendToDate})
Clear Forecasted Payment Suspension POST https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/AutoPal.SuspendForecast(0000-00-00)

Charges

Name Method Endpoint
Get Charges GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Charges
Add Charge PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Edit Charge PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Reverse Charge PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Edit Recurring Charges PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})

Other Transactions

Name Method Endpoint
Get All Transactions GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Transactions
Get Single Transaction GET https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})/Transactions({TransactionID})
Add Advancement PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Remove an Advancement PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Add a Credit PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Remove a Credit PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})

Loan Grouping

Name Method Endpoint
Add Loan to Portfolio PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({LoanID})
Remove Portfolio from Loan PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans({Loan_ID})
Get Source Companies GET https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies({SourceCompanyID})
Create a Source Company POST https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies
Update Source Company PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies({SourceCompanyID})
Deactivate Source Company PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/SourceCompanies({SourceCompanyID})

Reports

Name Method Endpoint
Generate Payment Report POST https://loanpro.simnang.com/api/public/api/1/Autopal.PaymentReport
Check Report File Status GET https://loanpro.simnang.com/api/public/api/1/odata.svc/DataDumps({DataDumpID})
Get Admin Stats GET https://loanpro.simnang.com/api/public/api/1/Loans({LoanID})/Autopal.GetAdminStats({category})

Account-Level Options

Name Method Endpoint
Get Tenant Settings GET https://loanpro.simnang.com/api/public/api/1/tenant.settings({Category})
Get Tenant Files GET https://loanpro.simnang.com/api/public/api/1/files/Tenant               
 
Get Audit Trail GET https://loanpro.simnang.com/api/public/api/1/odata.svc/SystemNotes
Add System Note POST https://loanpro.simnang.com/api/public/api/1/odata.svc/SystemNotes()

Written by Jackson Stone

Updated on May 10th, 2024

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