Version: 1.0

Loan accounts

API V2

There is an API v2 version of this endpoint. Where possible we recommend basing any new integrations on our API v2 endpoints. You can find documentation for the API v2 Loan Accounts API by clicking this link.

Allows you to retrieve and create/update new loan accounts for clients or groups. It's possible to look up loans by their state, by a branch or by a credit officer to which the loans are assigned to. Loans may be retrieved directly or from a client or group to which they belong.

Actions that can be made to loan accounts:

• Create a loan account
• Refinance a loan account
• Reschedule a loan account
• Delete loan account
• Edit a loan account
• Edit custom field values
• Search for loan accounts
• Set settlement account for a loan account
• Remove settlement account from a loan account
• Get populated document for loan account

Please be Aware The Loan Transactions API manages all actions made on loans, such as the ones listed below:

• Approve loan account
• Disburse loan account
• Apply accrued interest
• Make repayment
• Apply fee
• Close loan account

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