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API Reference

Perform action on a borrower account

This endpoint allows a variety of actions to be taken on a borrower account.

📌

Available actions

SEND_WELCOME_EMAIL - Resend welcome email
REASSIGN_LO - Reassign borrower account to a different loan officer. Applications for the indicated borrower account may be reassigned to the new loan officer.
If existing applications are not reassigned or loan records are associated with the borrower account then a new borrower account will be created.
Partner information will be removed during the reassignment and will need to be reestablished through a borrower account update.
To update the association of a loan officer and borrower account on a loan record, update the loan officer on the loan record.
ASSIGN_PARTNER - Assign partner to borrower account
REMOVE_PARTNER - Unassign partner from borrower account

The action property must be one of the available actions above, provided in the JSON as screaming snake case.

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Path Params
uuid
required

Borrower account ID.

Body Params

Available properties for a borrower account action.

string
enum
required

Action to perform.

Allowed:
Headers
string

Specify API version, for example '1.0'. By default, the version configured in the company settings is used.

Responses

Language
Credentials
OAuth2
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Response
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application/json