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API Reference

Manage a Note

patch https://api.elliemae.com/secondary/v1/trades/correspondent//notes

Updates or deletes a correspondent trade note.

Usage Notes

  • To delete a note, entityRemove attribute in the tradeNoteContract must be set to true.
  • To delete a note using this API, the caller must have persona access to edit correspondent trades. Access is enabled in Encompass > Settings > Personas > Trades/Contacts/Dashboard/Reports tab > Trades area by selecting the Edit Correspondent Trades check box.
  • When a note is updated or deleted from an existing correspondent trade, an event for “Trade Updated” is created in the correspondent trade history.
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