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

POSTCreate a sourcing partner/v1/sourcing-partners POSTRevise a partner's terms/v1/sourcing-partners/{partnerId}/terms POSTActivate a partner/v1/sourcing-partners/{partnerId}/activation GETList sourcing partners/v1/sourcing-partners

All 33 operations

GETRetrieve reference data/v1/sourcing-partner-reference-data GETRetrieve the wire and schema fingerprints/v1/sourcing-partner-version GETList sourcing partners/v1/sourcing-partners POSTCreate a sourcing partner/v1/sourcing-partners GETRetrieve one sourcing partner/v1/sourcing-partners/{id} PATCHCorrect a partner's details/v1/sourcing-partners/{id} POSTActivate a partner/v1/sourcing-partners/{partnerId}/activation DELETEDeactivate a partner/v1/sourcing-partners/{partnerId}/activation GETList a partner's activity/v1/sourcing-partners/{partnerId}/activity GETList a partner's payout accounts/v1/sourcing-partners/{partnerId}/bank-accounts POSTAdd a payout account/v1/sourcing-partners/{partnerId}/bank-accounts GETList changes to a partner's payout accounts/v1/sourcing-partners/{partnerId}/bank-accounts/history PATCHCorrect a payout account's details/v1/sourcing-partners/{partnerId}/bank-accounts/{bankAccountId} POSTMake this the payout account/v1/sourcing-partners/{partnerId}/bank-accounts/{bankAccountId}/primary GETList a partner's contacts/v1/sourcing-partners/{partnerId}/contacts POSTAdd contacts to a partner/v1/sourcing-partners/{partnerId}/contacts DELETERemove a contact/v1/sourcing-partners/{partnerId}/contacts/{contactId} PATCHEdit a contact/v1/sourcing-partners/{partnerId}/contacts/{contactId} POSTMake this the primary contact/v1/sourcing-partners/{partnerId}/contacts/{contactId}/primary GETRetrieve the onboarding document checklist/v1/sourcing-partners/{partnerId}/document-checklist GETList the documents held for a partner/v1/sourcing-partners/{partnerId}/documents POSTReceive a document/v1/sourcing-partners/{partnerId}/documents DELETERemove a document filed in error/v1/sourcing-partners/{partnerId}/documents/{documentId} GETDownload a partner document/v1/sourcing-partners/{partnerId}/documents/{documentId}/content POSTVerify or reject a document/v1/sourcing-partners/{partnerId}/documents/{documentId}/verification GETRetrieve a partner's fee position/v1/sourcing-partners/{partnerId}/fee-summary GETList a partner's state-change requests/v1/sourcing-partners/{partnerId}/state-change-requests POSTRequest a state change/v1/sourcing-partners/{partnerId}/state-change-requests DELETEWithdraw a state-change request/v1/sourcing-partners/{partnerId}/state-change-requests/{requestId} POSTApprove a state-change request/v1/sourcing-partners/{partnerId}/state-change-requests/{requestId}/approval POSTReject a state-change request/v1/sourcing-partners/{partnerId}/state-change-requests/{requestId}/rejection GETList a partner's terms versions/v1/sourcing-partners/{partnerId}/terms POSTRevise a partner's terms/v1/sourcing-partners/{partnerId}/terms

33 operations. Read this section as Markdown.

This is the API reference for Lokta, the agentic loan servicing platform. Go to lokta.ai