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NoteLedger

Madison Management — API setup

Get an API key from Madison Management and connect it for automatic sync.

Link your Madison Management account to NoteLedger using an API key so payments, loan data, and servicer notes are pulled in automatically without manual file uploads.

  1. Obtain your API key from Madison Management

    Contact your Madison Management representative or log in to the Madison investor portal to request or retrieve your API key. Madison issues one key per investor account.

    Once you have the key, keep it somewhere safe — you will paste it into NoteLedger in a later step.

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    The Madison Management investor portal showing where to find or request an API key
    public/docs/screenshots/servicers-madison-api/01-madison-portal.png

  2. Navigate to Servicers

    In the top-right user menu, click your account name or avatar, then click Servicers in the dropdown. You will land on the Servicers page, which lists every servicer integration available in your account.

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    The NoteLedger Servicers page showing servicer cards including Madison Management
    public/docs/screenshots/servicers-madison-api/02-servicers-page.png

  3. Open the Madison Management card

    On the Servicers page, find the card labeled Madison Management. The card shows a Not Configured badge if no API credentials have been saved yet. Click anywhere on the card to open the Madison Management detail page.

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    The Madison Management servicer card with a Not Configured badge
    public/docs/screenshots/servicers-madison-api/03-madison-card.png

  4. Click Configure Credentials

    On the Madison Management detail page, scroll down to the Credentials section. Because no credentials are saved yet, the section shows the message "No credentials configured." Click the Configure Credentials button to open the credentials form.

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    The Credentials section of the Madison Management detail page showing the Configure Credentials button
    public/docs/screenshots/servicers-madison-api/04-configure-credentials-button.png

  5. Paste your API key

    The Configure Credentials form opens. In the API Key field (marked required with an asterisk), paste the API key you obtained from Madison Management in step 1. The field masks input so the key is not visible after you type or paste it.

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    The Configure Credentials form with the API Key field ready for input
    public/docs/screenshots/servicers-madison-api/05-credentials-form.png

  6. Click Save Credentials

    When the key is in the API Key field, click Save Credentials. NoteLedger encrypts the key and stores it. You are returned to the Madison Management detail page.

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    The Configure Credentials form with the Save Credentials button highlighted
    public/docs/screenshots/servicers-madison-api/06-save-credentials.png

  7. Confirm the Configured state

    Back on the Madison Management detail page, the Credentials section now shows the API Key row as Configured along with the date the credentials were last updated. The card on the main Servicers page will also update its badge to Configured.

    If the credentials section still shows "No credentials configured," the save did not complete — repeat steps 4–6 and ensure you are pasting the full key without extra spaces.

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    The Credentials section showing API Key: Configured and the last updated date
    public/docs/screenshots/servicers-madison-api/07-credentials-configured.png

  8. Set the Madison investor ID on each Entity

    Before the first sync, NoteLedger needs to know which investor ID Madison uses for each of your holding entities. Without this, the sync cannot match loans to the correct entity.

    1. In the left sidebar, navigate to the entity you want to configure. (Entities can be reached from the Notes page empty state or directly at /entities.)
    2. On the entity detail page, click Edit.
    3. Scroll down to the Servicer Identifiers section.
    4. Enter your Madison investor ID in the Madison field. The placeholder text reads Investor/account ID — replace it with the actual value Madison provided (for example, L1720).
    5. Click Save to update the entity.

    Repeat for every entity whose loans are serviced by Madison.

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    The Entity edit form showing the Servicer Identifiers section with the Madison field containing an investor ID
    public/docs/screenshots/servicers-madison-api/08-entity-servicer-identifier.png

  9. Trigger the first sync

    Return to the Madison Management detail page (user menu → Servicers → Madison Management). In the top-right of the page header, click Sync All. NoteLedger calls the Madison API for every configured entity and imports notes, payments, and servicer notes.

    When the sync completes, a Sync Results panel appears on the page showing how many records were created, updated, skipped, and whether any errors occurred.

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    The Madison Management detail page with the Sync All button highlighted in the top-right corner
    public/docs/screenshots/servicers-madison-api/09-sync-all.png
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    The Sync Results panel showing created, updated, skipped, and error counts for each sync category
    public/docs/screenshots/servicers-madison-api/10-sync-results.png