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GuidesAPI Reference

Home

  • Introduction to APIs

Getting Started

  • Authentication
  • Environments
  • Terminology
  • Enum Reference
    • Country ISO Codes
    • Company Types by Country
      • Belgium
      • Denmark
      • France
      • Germany
      • Ireland
      • Netherlands
      • Poland
      • Spain
      • United Kingdom
      • United States of America
    • Language Codes
    • Increment Types for Offer Grid
    • Type of Person
  • Postman Collection

Prequalification

  • Prequalification
    • Generate a prequalified offerpost
    • Generate a prequalified offer for an existing customer (renewal)post

Onboarding

  • Introduction to Onboarding
  • Onboarding API Validation
  • Create an Application
    • Create a lead.post
    • Update significant persons.put
    • Submit bank statements.post
    • Submit JSON bank statements.post
    • Submit stage 1 of the onboarding process.post
  • Enrich an Application
    • Submit a payment gateway.post
    • Update organisation details.put
    • Submit a KYC document for a significant person.post
    • Submit account information.post
    • Submit a management account document.post
    • Submit payment data documents.post
    • Submit JSON payment data.post
    • Submit a comment.post
    • Update the ThirdPartyCustomerId.put
    • Submit a response to pending information.post
    • Update lead owner.put
  • Offers and Signing
    • Retrieve document signing information.get
    • List loan offers.get
    • Calculate loan offers.post
    • Accept a loan offer.post
    • Sign documents via 'instant signing'.post
    • Sign a loan document via ‘instant signing’.post
    • Retrieve unsigned loan document.get
    • Retrieve the documents to sign for the lead.get
    • Complete change of bank process.post
    • Partner funding approval.post
  • DELETE Details
    • Delete a KYC document for a significant person.del
    • Delete a bank statements.del
    • Delete a management account document.del
    • Delete a payment data document.del
    • Delete a payment gateway.del
    • Terminate a lead.post
  • GET Details
    • Retrieve organisation details.get
    • Retrieve management account documents.get
    • List payment data documents.get
    • List all documents.get
    • List settlement details with an account opening letter.get
    • List all direct debit mandate documents.get
    • List signed direct debit mandate documents.get
    • Retrieve onboarding details.get
    • List leads with filtering applied. Returns a max 500 of the most recent results.get
    • Gets the list of merchants eligible for renewal.get
    • List users who can be set as lead owners.get
  • Embedded Components
    • Create an embed token.post

Third Party Loan API

  • Introduction to Loans API
  • BulkPayments
    • Submit a CSV repayment report for downstream processing.post
  • Loans
    • List loans by lead idget
    • (Fast Track only) Retrieve a loan by lead idget
    • List loans by lending partner idget
    • List all loansget
    • List loans with filtering applied.get
    • Retrieve a loan by loan idget
    • Retrieve a document for a loanget
    • List repayment information for a loanget

PreApproval

  • Introduction to Preapproval API
  • PreApproval
    • Generate preapproved offerspost

WEBHOOKS

  • Introduction to Notifications
  • Events
  • SubscriptionEvents
    • An endpoint for getting all possible events to subscribe to.get
  • WebhookSubscription
    • Creates a subscription to the provided list of events. Notifications will be sent to the provided WebhookURLpost
    • Returns a list of Webhook Subscriptions for the lending partnerget
    • Updates a subscription to the provided list of eventsput
    • Deletes a subscriptiondel

INSTANT SETTLEMENT

  • Introduction to Instant Settlement
  • InstantSettlement
    • Create a transactionpost
    • List instant settlements for a lending partnerget
    • Retrieve instant settlement details by instant settlement numberget
    • List transactions for an instant settlementget
    • List daily settlement activity entries for an instant settlementget
    • Retrieve instant settlement details by merchant idget
    • List instant settlements by locator idget
  • InstantSettlementPreQual
    • Submit payment datapost
    • Retrieve prequalification decision by merchant idget

Fast Track Onboarding

  • Introduction to Fast Track Onboarding
  • FastTrackLeads
    • Create a leadpost
    • Retrieve lead statusget
    • Update a leadput
    • Submit a KYC document for a significant personpost
    • Submit a financing agreement documentpost
    • Submit a KYC documentpost
    • Submit an additional documentpost
    • Approve fundingput

Testing

  • Intro to Self-Serve Testing
  • Test Support
    • Create fixed offerspost
    • Update lead statuspatch
    • Create pushbackpost
    • Resolve pushbackdel
    • Request document signingpost
    • Prepare loanpost
    • Create loanpost
    • Fund loanpost

Test Support

Updated 3 months ago


Intro to Self-Serve Testing
Create fixed offers
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Updated 3 months ago


Intro to Self-Serve Testing
Create fixed offers
Did this page help you?