# Sourcing Partners

The partners who source loans: onboarding, activation, bank accounts, contacts, documents, terms and state changes.

Onboarding is a sequence: create the partner, add an agreement, activate it. Only an active partner can be attributed a loan. Creating a partner and revising its terms both require an Idempotency-Key.

## Most used

- [Create a sourcing partner](https://developer.lokta.ai/api/sourcing-partners/create-sourcing-partners.md): POST `/v1/sourcing-partners`
- [Revise a partner's terms](https://developer.lokta.ai/api/sourcing-partners/revise.md): POST `/v1/sourcing-partners/{partnerId}/terms`
- [Activate a partner](https://developer.lokta.ai/api/sourcing-partners/activate.md): POST `/v1/sourcing-partners/{partnerId}/activation`
- [List sourcing partners](https://developer.lokta.ai/api/sourcing-partners/list-sourcing-partners.md): GET `/v1/sourcing-partners`

## All operations

- [Retrieve reference data](https://developer.lokta.ai/api/sourcing-partners/retrieve-reference-data.md): GET `/v1/sourcing-partner-reference-data`
- [Retrieve the wire and schema fingerprints](https://developer.lokta.ai/api/sourcing-partners/retrieve-version.md): GET `/v1/sourcing-partner-version`
- [List sourcing partners](https://developer.lokta.ai/api/sourcing-partners/list-sourcing-partners.md): GET `/v1/sourcing-partners`
- [Create a sourcing partner](https://developer.lokta.ai/api/sourcing-partners/create-sourcing-partners.md): POST `/v1/sourcing-partners`
- [Retrieve one sourcing partner](https://developer.lokta.ai/api/sourcing-partners/retrieve-sourcing-partners.md): GET `/v1/sourcing-partners/{id}`
- [Correct a partner's details](https://developer.lokta.ai/api/sourcing-partners/update-sourcing-partners.md): PATCH `/v1/sourcing-partners/{id}`
- [Activate a partner](https://developer.lokta.ai/api/sourcing-partners/activate.md): POST `/v1/sourcing-partners/{partnerId}/activation`
- [Deactivate a partner](https://developer.lokta.ai/api/sourcing-partners/deactivate.md): DELETE `/v1/sourcing-partners/{partnerId}/activation`
- [List a partner's activity](https://developer.lokta.ai/api/sourcing-partners/get.md): GET `/v1/sourcing-partners/{partnerId}/activity`
- [List a partner's payout accounts](https://developer.lokta.ai/api/sourcing-partners/list-sourcing-partners-bank-accounts.md): GET `/v1/sourcing-partners/{partnerId}/bank-accounts`
- [Add a payout account](https://developer.lokta.ai/api/sourcing-partners/create-sourcing-partners-bank-accounts.md): POST `/v1/sourcing-partners/{partnerId}/bank-accounts`
- [List changes to a partner's payout accounts](https://developer.lokta.ai/api/sourcing-partners/history.md): GET `/v1/sourcing-partners/{partnerId}/bank-accounts/history`
- [Correct a payout account's details](https://developer.lokta.ai/api/sourcing-partners/update-sourcing-partners-bank-accounts.md): PATCH `/v1/sourcing-partners/{partnerId}/bank-accounts/{bankAccountId}`
- [Make this the payout account](https://developer.lokta.ai/api/sourcing-partners/make-primary.md): POST `/v1/sourcing-partners/{partnerId}/bank-accounts/{bankAccountId}/primary`
- [List a partner's contacts](https://developer.lokta.ai/api/sourcing-partners/list-sourcing-partners-contacts.md): GET `/v1/sourcing-partners/{partnerId}/contacts`
- [Add contacts to a partner](https://developer.lokta.ai/api/sourcing-partners/create-sourcing-partners-contacts.md): POST `/v1/sourcing-partners/{partnerId}/contacts`
- [Remove a contact](https://developer.lokta.ai/api/sourcing-partners/delete-sourcing-partners-contacts.md): DELETE `/v1/sourcing-partners/{partnerId}/contacts/{contactId}`
- [Edit a contact](https://developer.lokta.ai/api/sourcing-partners/update-sourcing-partners-contacts.md): PATCH `/v1/sourcing-partners/{partnerId}/contacts/{contactId}`
- [Make this the primary contact](https://developer.lokta.ai/api/sourcing-partners/make-primary-sourcing-partners-contacts.md): POST `/v1/sourcing-partners/{partnerId}/contacts/{contactId}/primary`
- [Retrieve the onboarding document checklist](https://developer.lokta.ai/api/sourcing-partners/checklist.md): GET `/v1/sourcing-partners/{partnerId}/document-checklist`
- [List the documents held for a partner](https://developer.lokta.ai/api/sourcing-partners/documents.md): GET `/v1/sourcing-partners/{partnerId}/documents`
- [Receive a document](https://developer.lokta.ai/api/sourcing-partners/receive.md): POST `/v1/sourcing-partners/{partnerId}/documents`
- [Remove a document filed in error](https://developer.lokta.ai/api/sourcing-partners/remove.md): DELETE `/v1/sourcing-partners/{partnerId}/documents/{documentId}`
- [Download a partner document](https://developer.lokta.ai/api/sourcing-partners/content.md): GET `/v1/sourcing-partners/{partnerId}/documents/{documentId}/content`
- [Verify or reject a document](https://developer.lokta.ai/api/sourcing-partners/verify.md): POST `/v1/sourcing-partners/{partnerId}/documents/{documentId}/verification`
- [Retrieve a partner's fee position](https://developer.lokta.ai/api/sourcing-partners/retrieve-sourcing-partners-fee-summary.md): GET `/v1/sourcing-partners/{partnerId}/fee-summary`
- [List a partner's state-change requests](https://developer.lokta.ai/api/sourcing-partners/list-sourcing-partners-state-change-requests.md): GET `/v1/sourcing-partners/{partnerId}/state-change-requests`
- [Request a state change](https://developer.lokta.ai/api/sourcing-partners/request.md): POST `/v1/sourcing-partners/{partnerId}/state-change-requests`
- [Withdraw a state-change request](https://developer.lokta.ai/api/sourcing-partners/withdraw.md): DELETE `/v1/sourcing-partners/{partnerId}/state-change-requests/{requestId}`
- [Approve a state-change request](https://developer.lokta.ai/api/sourcing-partners/approve-sourcing-partners-state-change-requests.md): POST `/v1/sourcing-partners/{partnerId}/state-change-requests/{requestId}/approval`
- [Reject a state-change request](https://developer.lokta.ai/api/sourcing-partners/reject-sourcing-partners-state-change-requests.md): POST `/v1/sourcing-partners/{partnerId}/state-change-requests/{requestId}/rejection`
- [List a partner's terms versions](https://developer.lokta.ai/api/sourcing-partners/list-sourcing-partners-terms.md): GET `/v1/sourcing-partners/{partnerId}/terms`
- [Revise a partner's terms](https://developer.lokta.ai/api/sourcing-partners/revise.md): POST `/v1/sourcing-partners/{partnerId}/terms`