Customers
The people and businesses who borrow: onboarding, identifiers, addresses, family members, charges and search.
A client is the borrower record every loan hangs off. Create the client first, add identifiers and addresses as you learn them, then apply for loans against the client id.
Most used
POSTCreate a Client
/v1/clients
GETRetrieve a Client/v1/clients/{clientId}
GETList Clients/v1/clients
POSTSearch Clients by text/v2/clients/searchAll 24 operations
GETRetrieve client address template
/v1/client/addresses/template
GETList all addresses for a Client/v1/client/{clientid}/addresses
POSTCreate an address for a Client/v1/client/{clientid}/addresses
PUTUpdate an address for a Client/v1/client/{clientid}/addresses
GETList Clients/v1/clients
POSTCreate a Client/v1/clients
GETRetrieve Client Details Template/v1/clients/template
GETRetrieve a Client/v1/clients/{clientId}
PUTUpdate a Client/v1/clients/{clientId}
DELETEDelete a Client/v1/clients/{clientId}
GETRetrieve client accounts overview/v1/clients/{clientId}/accounts
GETList all client family members/v1/clients/{clientId}/familymembers
POSTAdd a client family member/v1/clients/{clientId}/familymembers
GETRetrieve client family member template/v1/clients/{clientId}/familymembers/template
GETRetrieve a client family member/v1/clients/{clientId}/familymembers/{familyMemberId}
PUTUpdate a client family member/v1/clients/{clientId}/familymembers/{familyMemberId}
DELETEDelete a client family member/v1/clients/{clientId}/familymembers/{familyMemberId}
GETList all Identifiers for a Client/v1/clients/{clientId}/identifiers
POSTCreate an Identifier for a Client/v1/clients/{clientId}/identifiers
GETRetrieve Client Identifier Details Template/v1/clients/{clientId}/identifiers/template
GETRetrieve a Client Identifier/v1/clients/{clientId}/identifiers/{identifierId}
PUTUpdate a Client Identifier/v1/clients/{clientId}/identifiers/{identifierId}
DELETEDelete a Client Identifier/v1/clients/{clientId}/identifiers/{identifierId}
POSTSearch Clients by text/v2/clients/search24 operations. Read this section as Markdown.
This is the API reference for Lokta, the agentic loan servicing platform. Go to lokta.ai