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User Manual
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API Overview
Webhooks (Real-Time Events)
Application Events
Borrower Events
Intermediary Events
Document Events
Note Events
Task Events
Integration Event
Formula Language
HTML Template Engine
Official Node.js Library
Plaid Proxy API
Metadata
API Changelog
API Versions
API Documentation
Application API Methods
List Applications
get
Create Application
post
Search Applications
get
Run Application Calculations
post
Run Application Automation
post
Update Application Intermediary
put
Update Application Co-Borrowers
put
Add Application Labels
post
Add Application Team Members
post
Get Application
get
Update Application
put
Delete Application
del
Run Application Integration
post
Run Application Decision
post
Search Application History
get
Application Tasks API Methods
List Application Tasks
get
Create Application Task
post
Search Application Tasks
get
Batch Create Application Tasks
post
Get Application Task
get
Update Application Task
put
Delete Application Task
del
Application Documents API Methods
List Application Documents
get
Upload Application Document
post
Batch Upload Of Application Documents
post
Create Application Document Folder
post
Get Application Document by ID
get
Update Application Document
put
Delete Application Document
del
Download All Application Documents
get
Download Application Document
get
Get Application Document Preview Token
get
Get Application Document Thumbnails
get
Link Application Documents To Task
post
Link Application Documents To Task
post
Application Notes API Methods
Search Application Notes
get
Create Application Note
post
Get Application Note
get
Update Application Note
put
Delete Application Note
del
Borrower API Methods
List Borrowers
get
Create Borrower
post
Search Borrowers
get
Get Borrower
get
Update Borrower
put
Delete Borrower
del
Intermediary API Methods
List Intermediaries
get
Create Intermediary
post
Search Intemediaries
get
Get Intermediaries Suggestions
get
Bulk Intermediaries Create
post
Get Intermediary
get
Update Intermediary
put
Delete Intermediary
del
Decisioning API Methods
Run Decision
post
Search Decisions
get
Get Decision
get
Delete Decision
del
Integrations API Methods
Run Integration
post
Upload Of Integration Files
post
Search Integration Results
get
Get Integration Result
get
Delete Integration Result
del
Get Integration Result Files
get
Upload Integration Result Files
post
Download Integration Result File
get
Loan Product API Methods
Get Product Workflow Statuses
get
Get Products
get
Get Product
get
List Product Calculations
get
Get Application Document Configurations
get
Task Comments API Methods
List Task Comments
get
Create Task Comment
post
Update Task Comment
put
Delete Task Comment
del
General API Methods
Search Team Members
get
Get Branding Data
get
Get Branding Logo
get
Get Branding Favicon
get
Search Variables
put
Get Variable by system name
get
Docusign API Methods
Create Docusign Embedded Signing Data
post
List Envelopes
get
Create Recipient View
post
Get Docusign Integration Settings
get
Borrower Portal Authentication API Methods
Get Application Variables
get
Find Borrower User Account (Token)
get
Create Borrower Account
post
Search Borrower Accounts
get
Create Password Validation Token
post
Update Borrower Account Password
put
Send Add Phone Number SMS Code
post
Send Update Phone Number SMS Code
put
Add Phone Number By Verifying Code
post
Update Phone Number By Verifying Code
put
Delete Phone Number
put
Send Update Email Verification Code
put
Update Email Address By Verifying Code
put
Find Borrower User Account (Email)
get
Sign In (Create Session)
post
Logout Borrower
del
Verify Session Is Active
put
Sign In (Send Phone Verification Code)
post
Send 2FA SMS Phone Code
post
Verify 2FA SMS Phone Code
put
Send Email Verification Code
post
Verify Email Verification Code
put
Send Reset Password Link
post
Get User Info From Reset Password Token
get
Reset Password
put
Get User Info From Invitation Token
get
Create Account (Accept Invitation)
post
Intermediary Portal Authentication API Methods
Find Intermediary User Account (Token)
get
Create Intermediary Account
post
Search Intermediary Accounts
get
Create Password Validation Token
post
Update Password
put
Send Add Phone Number SMS Code
post
Send Update Phone Number SMS Code
put
Add Phone Number By Verifying Code
post
Update Phone Number By Verifying Code
put
Delete Phone Number
put
Send Update Email Verification Code
put
Update Email Address By Verifying Code
put
Find Intermediary User Account (Email)
get
Update Intermediary Account Full Name
put
Sign In (Create Session)
post
Logout Intermediary
del
Verify Session Is Active
put
Sign In (Send Phone Verification Code)
post
Send 2FA SMS Phone Code
post
Verify 2FA SMS Phone Code
put
Send Email Verification Code
post
Verify Email Verification Code
put
Send Reset Password Link
post
Get User Info From Reset Password Token
get
Reset Password
put
Get User Info From Invitation Token
get
Create Account (Accept Invitation)
post
Labels API Methods
Get Labels
get
Webhooks
Application Events
post
Borrower Events
post
Intermediary Events
post
Document Events
post
Note Events
post
Task Events
post
Integration Event
post
Application Communications API Methods
Create Application Communication
post
Search Application Communications
get
Get Application Communication
get
Update Application Communication
put
Delete Application Communication
del
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