Canopy

How to add Canopy integrations to your loan product.

Overview of Canopy Integrations

Canopy's loan management and servicing platform enables small fintechs and large enterprises to embed financial products, get to market quickly and service borrowers in a secure and compliant way.

The following is a list of Canopy integrations currently available in DigiFi's integration marketplace.

Name of the ProductCategoryDescription
Canopy Create AccountLoan ServicingCanopy integration endpoint to create a new account. At least one account should be created per customer per product.
Canopy Create CustomerLoan ServicingCanopy integration endpoint to create a new customer within the Canopy LMS.
Canopy Create LoanLoan ServicingCanopy integration endpoint to create a new loan within the Canopy LMS

How to Add Canopy Integration

To add a Canopy integration:

  • Click on the card with the integration you'd like to add to your loan product.
  • Download the documentation if needed.
  • Click on the "Add Integration" button.
  • Adjust the integration accordingly and save the changes.

Connecting Other Canopy Products

If you are working with a Canopy product that's not yet in our marketplace, you can manually connect it using data integrations or submit a request through our customer support for it to be added to the marketplace.