April 2024 Release
April 2024 Release
User Guide for Amortized Loans
User Guide for Line of Credit
User Guide for Simple Loans
User Guide for Master Facility
Administration Guide
REST APIs
Change Record
- Change Record
- April 2024 release (4.5000)
- December 2023 release (4.4001)
- August 2023 release (4.3001)
- Spring 2023 release (4.2008)
API References
Account Personal Details
Accounts
Actions
Bank Statements
Documents
Dues
Email Verification
Investment Bookings
Investment Orders
Investor Fund Transactions
Loan Account
- Loan Account
- Retrieving a loan account with related list of parameters
- Retrieving the loan application of a loan account
- Retrieving the payment history of a loan account
- Transaction summary API
Loan Payments
Payoff quote
Loan modification
Loan Accounts
Loan Application
Loan Applications
Portfolio
SMS Verification
Social Media Permissions
Release Notes
Articles
- Investor Account
- Creating investor tax configuration
- Manually Setting Up an Investment Order on a Contract
- Maintaining the Investment Order
- Selling an Investment Order
- Investments on Multiple Disbursements of an FIT Loan
- Fractionalization
- Calculating investors payouts
- Investor Payout of Additional Interest Components
- Assigning an investor to a loan
- Investor Payout Job
- Investor Payment Reversal
- Posting and Capitalization of Investment Orders
- Payments to Investors
- Custom Hooks: Customize the Logic for Investor Payouts
- Automatically Investing Investor Funds
- Processing an Auto Investment
- Creating an Investment Queue
- Automatic Mix and Match
- Funding a Loan Application
- Setting Up Auto Investment
- Floating Rate Index
- Negative Floating Index Rate
- Floor and Cap Reference Rates
- Regenerate the Repayment Schedule for Loans Funded in Tranches
- Loan Term
- Reschedule a CL Contract
- Automatic Rescheduling of a Contract
- Manual Reversal of Rescheduled Transactions
- Waive Interests and Payments