Assign the loan's loan officer

Sets the loan officer on this loan file, replacing whichever loan
officer is on it now. You'll get a 422 if the loan officer you name
is not an active loan officer on your account.

Two other things are recorded at the same time. The loan officer is
added to the loan file's current branch as a preferred agent, if they
are not on it already, and a client referral is filed. You can send the
same loan officer twice safely — neither record is duplicated.

The loan officer is emailed, but only when the loan officer really
changes and has an email address on file. This is the same message the
back office sends. Sending the loan officer that is already on the loan
file emails nobody.

Recent Requests
Log in to see full request history
TimeStatusUser Agent
Retrieving recent requests…
LoadingLoading…
Path Params
integer
required

The loan file you are working with, by its numeric id — the same id you use on /api/v4/loans/{id}.

Body Params
integer
required

The loan officer to put on this loan file, by their id — the same id GET /api/v4/loan-officers returns.

Responses

Language
Credentials
Bearer
LoadingLoading…
Response
Click Try It! to start a request and see the response here! Or choose an example:
application/json