Loan Underwriting

Bank-scoped loan application review and pipeline movement. Served through the Kong API gateway: sign in with POST /v1/auth/login (A2C - Identity & Access) and send 'Authorization: Bearer <token>'.

Endpoints

14 APIs
  • Convert a lead into a loan application

    POST/v1/loan-applications
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  • List loan applications

    GET/v1/loan-applications
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  • Get loan totals by pipeline status

    GET/v1/loan-applications/summary
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  • Get loan status dropdown options

    GET/v1/loan-applications/metadata
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  • Get the full underwriting profile

    GET/v1/loan-applications/{id}/full-profile
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  • Get the applicant's basic profile

    GET/v1/loan-applications/{id}/basic-profile
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  • Update the applicant's basic profile

    PATCH/v1/loan-applications/{id}/basic-profile
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  • Move an application to a new pipeline stage

    PATCH/v1/loan-applications/{id}/status
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  • Advance an application's processing step

    PATCH/v1/loan-applications/{id}/step
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  • Assign a loan officer

    PATCH/v1/loan-applications/{id}/officer
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  • List supporting documents

    GET/v1/loan-applications/{id}/documents
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  • Upload a supporting document

    POST/v1/loan-applications/{id}/documents
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  • Download a supporting document

    GET/v1/loan-applications/{id}/documents/{docId}/content
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  • Delete a supporting document

    DELETE/v1/loan-applications/{id}/documents/{docId}
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