API DOCUMENTS

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  • API 101

    Understanding APIs. If all this looks like weird stuff, call your Developer.

  • Attachments API

    Allows you to retrieve a list of input documents based on the loan or product ID. In addition, you will be able to retrieve the content of documents as base64 encoded strings.

  • Clients API

    Allows you to create or retrieve client records. You can also look up clients by their ID or by their state. You may also look up other information on a client such as addresses, employments or references. Likewise, you can create addresses, employments and references for a client.

  • Identifications API

    Allows for the retrieval identification types.

  • Loan Products API

    Allows you to retrieve a single loan product by using the ID or a list of loan products. You may also look up loan products by their state.

  • Loan Transactions API

    Allows you to post or retrieve transactions for a loan account.

  • Loans API

    Allows you to create or retrieve loan accounts for clients. You can also 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 to which they belong.

  • Repayments API

    Allows you to retrieve repayment schedules for loan accounts. The full repayment schedule is returned in addition to details about the state of the repayments as well as amounts that have been paid or due based on the various transactions.