Using LockBox Converter

General The LockBox Converter takes lockbox files and converts them to LoanPro Payment Import files. This is useful if you have a lot of payments that are in lockbox files as it allows mass imports of payments. This article will cover how to install and use the LoanPro Lockbox Converter. If […]

LockBox Converter Settings

General This article goes over how to configure tenant settings for the LockBox Converter. To use the LockBox Converter, see Using LockBox Converter. Changing Settings To change LockBox Converter settings for a tenant, go to Settings > Company > Import > LockBox Settings. Each setting can be edited by clicking the […]

API – Downloading Customer Documents

This article covers how to download the contents of an uploaded document. To learn about how to upload, update, or create documents please see the article API – Documents. Finding the Document To download a cuetomer document, you will first need to identify which customer document you wish to download. This is done […]

API – NACHA Return Codes

Below is a list of all NACHA return codes the API recognizes: nacha.returnCode.r01 – Insufficient funds nacha.returnCode.r02 –  Bank account closed nacha.returnCode.r03 – No bank account/unable to locate account nacha.returnCode.r04 – Invalid bank account number nacha.returnCode.r05 – Improper Debit to Consumer Account nacha.returnCode.r06 – Returned per Originating Depository Financial Institution […]

API – Quick Quote

This article assumes you have read API – Create a Loan. A Quick Quote is a temporary loan account that will last at least until midnight. After that, it will be deleted from the system and cannot be recovered (hence “temporary”). Since a quick quote is a loan account, you can use the […]

API – Targeted APR

The Targeted APR feature calculates loan values that will have the APR for a loan be approximately equal to the target APR. The APR estimates will be equal to or less than the target APR. This allows a loan to quickly get near the legal usury limits while not exceeding them. Please see the article APR Targeting for […]

API – Downloading Loan Documents

This article covers how to download the contents of an uploaded document. To learn about how to upload, update, or create documents please see the article API – Documents. Finding the Document To download a loan document, you will first need to identify which loan document you wish to download. This […]

API – Custom Query

Custom queries are a powerful way to pull data from LoanPro. It offers pulling specific information that can include current, archived, or reverse archived values from loans that match a certain query and exports it to a CSV file. This allows you to pull what you need in an easy-to […]

API – Searching Loans

To search loans a POST request is sent to the Loans/Autopal.Search() endpoint, often with request flags to determine what to show in the results. This endpoint takes a JSON object as the body to describe how and what to search. Below is an example: POST https://loanpro.simnang.com/api/public/api/1/Loans/Autopal.Search()?$top=25&$start=0&$orderby=id%20asc&$expand=Collateral,Customers {   “query”: { […]

API – Reverse Payments

Payment reversal in LoanPro will mark a payment as reversed, and will then optionally forward it on to payment processors for voiding. Voiding Payments To void a payment, send a POST request to the endpoint Loans({loanid})/VoidPayment({payId}). Replace {loanid} with the id of the associated loan, and {payId} with the id […]