Setup Checklist

Complete Process

  • Get Staging API key and Dealer ID
  • Build your application
    • Overview step
      • "What is being financed?"
      • "How much do you want to finance?"
        • Use the min/max amounts from the selected service
      • "What is the property address for this project?"
      • "Do you own this property?"
        • Require a "Yes" to this question to continue
    • Primary Applicant step
    • Secondary Applicant step
      • A secondary applicant should be option, but encouraged
  • Submit the information using the Create Application endpoint
    • Store the id for later use
  • Set your webhook URL(s) using the Set Webhook endpoint
  • Handle status update webhook calls. You should store our status in your system.
  • When status is "approved" show "Approved"
  • When status is "approved-with-info" show "Approved With Info"