The CRM Integration API provides a way to send customers and opportunities from CRM systems (such as Microsoft 365 and Salesforce) to Abrigo. When an opportunity has matured to the point it is ready for underwriting, the CRM application can create customers and proposed loans in Abrigo.

Sample Integration

Push data from CRM to Abrigo

If the customer does not have a uniqueIdentifer filled out, use GET /v1/customers to view all customers and verify there are no duplicates.

If no customer exists, then create customer data POST /v1/customers.

Note: The uniqueIdentifier property on customers contains the unique identifier from core systems that can be used to check for duplicates before creating new customers.

{
  "isDeleted": false,
  "name": "Example, LLC",
  "uniqueIdentifier": "746313",
  "addresses": [
    {
      "line1": "123 Main St",
      "line2": "Apt 4B",
      "city": "Example City",
      "state": "NY",
      "postalCode": "00101",
      "country": "US",
      "addressType": "primary"
    }
  ],
  "type": "business",
  "industryCode": "99999",
  "checkingBalance": 15000,
  "savingsBalance": 100000,
  "cDsBalance": 50000,
  "averageChecking": 14500,
  "averageSavings": 125000,
  "averageCDs": 60000,
  "taxId": "111111111",
  "professionalLLC": true,
  "yearFounded": 1999,
  "businessRegistered": "NY",
  "stateOfFormation": "NY",
  "stateCode": 12,
  "countyCode": "123",
  "tractCode": "3453",
  "latitude": 41.94763,
  "longitude": -87.656376,
  "msa": 16980,
  "medianHouseholdIncome": 107250,
  "metropolitanDivision": "Chicago-Naperville-Evanston, IL",
  "metropolitanDivisionCode": "1234242"
}

{
  "id": 106680333,
  "name": "Example, LLC",
  "dba": "",
  "firstName": null,
  "middleInitial": null,
  "lastName": null,
  "nameSuffix": null,
  "userDefinedFields": null,
  "creditScore": 0,
  "secondaryCreditScore": null,
  "businessType": "other",
  "dnbScore": "",
  "namePrefix": null,
  "jobTitle": null,
  "addresses": [
    {
      "line1": "123 Main St",
      "line2": "Apt 4B",
      "city": "Example City",
      "state": "NY",
      "postalCode": "00101",
      "country": "US",
      "addressType": "primary"
    }
  ],
  "phoneNumbers": [],
  "type": "business",
  "emailAddress": "",
  "industryCode": "99999",
  "isDeleted": false,
  "uniqueIdentifier": "746318",
  "taxId": "111111111",
  "branch": "",
  "department": "",
  "website": "",
  "description": "",
  "restricted": false,
  "checkingBalance": 15000,
  "savingsBalance": 100000,
  "cDsBalance": 50000,
  "averageChecking": 14500,
  "averageSavings": 125000,
  "averageCDs": 60000,
  "citizenshipStatus": null,
  "maritalStatus": null,
  "isActiveMiltaryDuty": null,
  "isDependentOfActiveMiltaryDuty": null,
  "civDescription": null,
  "employer": null,
  "numberOfYearsEmployed": 0,
  "ofacDesignation": null,
  "dateOfBirth": null,
  "idDescription": null,
  "idNumber": null,
  "idIssueDate": null,
  "idExpirationDate": null,
  "idIssuingAuthority": null,
  "comments": null,
  "msa": 16980,
  "stateCode": 12,
  "countyCode": "123",
  "tractCode": "3453",
  "longitude": -87.656376,
  "latitude": 41.94763,
  "medianHouseholdIncome": 107250,
  "metropolitanDivision": "Chicago-Naperville-Evanston, IL",
  "metropolitanDivisionCode": "1234242",
  "loanOfficer": null,
  "loanOfficerId": null,
  "loanAdministrator": null,
  "equifaxCreditScore": null,
  "equifaxCreditScoreDate": null,
  "experianCreditScore": null,
  "experianCreditScoreDate": null,
  "transunionCreditScore": null,
  "transunionCreditScoreDate": null,
  "ficoSbssCreditScore": null,
  "ficoSbssCreditScoreDate": null,
  "bankruptcies": null,
  "dateOfLastBankruptcy": null,
  "historical30DayDelinquencies": null,
  "historical60DayDelinquencies": null,
  "historical90DayDelinquencies": null,
  "historicalOtherDelinquencies": null,
  "currentMortgagePastDue": null,
  "currentInstallmentPastDue": null,
  "currentAutoPastDue": null,
  "currentEducationPastDue": null,
  "currentOpenPastDue": null,
  "currentRevolvingPastDue": null,
  "currentOtherPastDue": null,
  "currentTotalPastDue": null,
  "entryMethod": "operatingCompany",
  "professionalLLC": true,
  "yearFounded": 1999,
  "businessRegistered": "NY",
  "farmRegistered": null,
  "stateOfFormation": "NY",
  "franchiseName": null,
  "franchiseLegalName": null,
  "franchiseStartDate": null,
  "sbaCode": null,
  "cityHQ": null,
  "stateHQ": null,
  "franchiseDataImportDate": null,
  "franchiseDataFinancialPeriod": null,
  "historicalSuccessRate": null,
  "systemSupportAndExpenseCommitment": null,
  "resaleActivityLevel": null,
  "mngmtExperienceStability": null,
  "averageUnitRevenueGrowth": null,
  "prospectScreening": null,
  "unitEconomics": null,
  "franchiseAgreementAssessment": null,
  "franchiseeRelationship": null,
  "projectedUnitSuccess": null,
  "recurringRevenueSelfSufficiency": null,
  "totalFundScore": null,
  "finStatementStrength": null,
  "franchisedUnits": null,
  "minInitial": null,
  "maxInitial": null,
  "avgInitial": null,
  "companyOwnedUnits": null,
  "projectedOpenings": null,
  "compoundAnnualUnitGrowthRate": null,
  "compoundedUnitSuccessRate": null,
  "experianDBT": null,
  "equifaxDBT": null,
  "dbdbt": null,
  "dbPaydex": null,
  "ansoniaCreditRating": null,
  "ansoniaRiskScore": null,
  "creditLogicScore": null,
  "dbViabilityRating": null,
  "lastReportRun": null,
  "bankruptciesCount": null,
  "collectionsCount": null,
  "judgmentsCount": null,
  "chargeOffsCount": null,
  "liensCount": null,
  "nsfChecksCount": null,
  "dataDepthScore": null,
  "underFormation": null,
  "dateBusinessEstablished": null
}

Create proposed loans (opportunities) POST /v1/proposed-loans

{
  "paymentType": "fixedPayment",
  "customerId": 746318,
  "riskRating": 3,
  "adjustableInterestRate": true,
  "callCode": "1e1",
  "collateralCode": "Boats",
  "dayCountConvention": "c_Actual_365",
  "interestRate": 0.079,
  "isDeleted": false,
  "loanAmount": 798550,
  "loanName": "70045698",
  "loanOfficerId": 12345778,
  "loanTerm": 60,
  "loanTypeCode": "Marine Establishments",
  "paymentAmount": 27000,
  "paymentFrequency": "quarterly",
  "productCode": "Marine Establishments - East",
  "purposeCode": "Business expansion",
  "industryCode": "110210",
  "status": "approved",
  "totalFees": 500,
  "otherFees": 500,
  "expectedUtilizationRate": 0.25,
  "upfrontFee": 100,
  "annualFee": 100,
  "unusedCommitmentFee": 100,
  "originationExpenses": 200,
  "overheadExpenses": 200,
  "servicingExpenses": 200,
  "floorRate": 0.03,
  "spread": 0.02,
  "indexRate": 0.02,
  "indexRateDescription": "libor",
  "ceilingRate": 0.25,
  "bankCodeBranch": "123Abc",
  "interestOnlyTerm": 60,
  "userDefinedString1": "Commercial",
  "userDefinedString2": "Fixed Rate",
  "userDefinedString3": "",
  "userDefinedString4": "",
  "userDefinedString5": "",
  "userDefinedString6": "",
  "userDefinedString7": "Another User Defined Value",
  "userDefinedString8": "",
  "userDefinedString9": "",
  "userDefinedString10": "",
  "userDefinedString11": "",
  "userDefinedString12": "",
  "userDefinedString13": "",
  "userDefinedString14": "",
  "userDefinedString15": "",
  "userDefinedString16": "",
  "userDefinedString17": "",
  "userDefinedString18": "",
  "userDefinedString19": "",
  "userDefinedString20": "",
  "userDefinedNumber1": 13.77,
  "userDefinedNumber2": 1044,
  "userDefinedNumber3": 0.0045,
  "userDefinedNumber4": 7,
  "userDefinedNumber5": 7,
  "userDefinedNumber6": 7,
  "userDefinedNumber7": 7,
  "userDefinedNumber8": 7,
  "userDefinedNumber9": 7,
  "userDefinedNumber10": 7,
  "userDefinedNumber11": 7,
  "userDefinedNumber12": 7,
  "userDefinedNumber13": 7,
  "userDefinedNumber14": 7,
  "userDefinedNumber15": 7,
  "userDefinedNumber16": 7,
  "userDefinedNumber17": 7,
  "userDefinedNumber18": 7,
  "userDefinedNumber19": 7,
  "userDefinedNumber20": 7,
  "userDefinedDate1": "2023-05-08",
  "userDefinedDate2": "2023-05-07",
  "userDefinedDate3": "2023-05-08",
  "userDefinedDate4": "2023-05-08",
  "userDefinedDate5": "2023-05-08",
  "userDefinedDate6": "2023-05-08",
  "userDefinedDate7": "2023-05-08",
  "userDefinedDate8": "2023-05-08",
  "userDefinedDate9": "2023-05-08",
  "userDefinedDate10": "2023-05-08",
  "parentLoansId": 56789,
  "parentIsProposed": true,
  "accountType": "loan",
  "totalCommitment": 1500000,
  "withheldAmount": 350000
}

{
  "id": 1785267,
  "loanId": null,
  "loanName": "70045698",
  "customerId": 77496164,
  "loanAmount": 798550,
  "riskRating": 3,
  "paymentAmount": 27000,
  "paymentFrequency": "quarterly",
  "paymentType": "fixedPayment",
  "loanOfficerId": null,
  "interestRate": 0.079,
  "callCode": "1e1",
  "collateralCode": "Boats",
  "loanTypeCode": "Marine Establishments",
  "productCode": "Marine Establishments - East",
  "purposeCode": "Business expansion",
  "industryCode": "110210",
  "adjustableInterestRate": true,
  "loanTerm": 60,
  "dayCountConvention": "c_Actual_365",
  "amortizedOver": null,
  "isDeleted": false,
  "status": "approved",
  "createdDate": "2023-05-08",
  "statusLastUpdatedDate": "2023-05-08",
  "probabilityOfClosing": null,
  "projectedClosingDate": null,
  "totalFees": 500,
  "otherFees": 500,
  "expectedUtilizationRate": 0.25,
  "originationExpenses": 200,
  "overheadExpenses": 200,
  "upfrontFee": 100,
  "annualFee": 100,
  "unusedCommitmentFee": 100,
  "servicingExpenses": 200,
  "floorRate": 0.03,
  "indexRateDescription": "libor",
  "indexRate": 0.02,
  "spread": 0.02,
  "ceilingRate": 0.25,
  "proposedLoanStageId": null,
  "proposedProductsId": null,
  "evaluatedCreditScore": null,
  "bankCodeBranch": "",
  "denialOrWithdrawalReason": null,
  "loanTypeForDenialOrWithdrawal": null,
  "statusReason": "",
  "firstPaymentDate": null,
  "firstInterestPaymentDate": null,
  "isSubjectToRegO": null,
  "isTakedownLoan": null,
  "isGuidanceLineOfCredit": false,
  "noteDate": null,
  "disbursementDate": null,
  "discountPointsDollarAmount": null,
  "includeNegativeAmortization": null,
  "brokerCompensationPercent": null,
  "lenderCredits": null,
  "introductionRatePeriodInMonths": null,
  "pointsAndFees": null,
  "isPreapprovalRequested": null,
  "isReverseMortgage": null,
  "rateLockDate": null,
  "includeOtherNonAmortizingFeatures": null,
  "ecoaAdverseAction1": null,
  "ecoaAdverseAction2": null,
  "ecoaAdverseAction3": null,
  "hmdaLoanType": null,
  "hmdaLoanPurposeType": null,
  "hmdaPurchaserType": null,
  "hmdaFinalActionTakenType": null,
  "craLoanType": null,
  "craLoanPurposeType": null,
  "hmdaAmortizationType": null,
  "hmdaHoepaStatusType": null,
  "craRevenueCodeType": null,
  "interestOnlyTerm": 60,
  "accountType": "loan",
  "parentIsProposed": null,
  "parentLoansId": null,
  "withheldAmount": 350000,
  "userDefinedString1": "Commercial",
  "userDefinedString2": "Fixed Rate",
  "userDefinedString3": "",
  "userDefinedString4": "",
  "userDefinedString5": "",
  "userDefinedString6": "",
  "userDefinedString7": "Another User Defined Value",
  "userDefinedString8": "",
  "userDefinedString9": "",
  "userDefinedString10": "",
  "userDefinedString11": "",
  "userDefinedString12": "",
  "userDefinedString13": "",
  "userDefinedString14": "",
  "userDefinedString15": "",
  "userDefinedString16": "",
  "userDefinedString17": "",
  "userDefinedString18": "",
  "userDefinedString19": "",
  "userDefinedString20": "",
  "userDefinedNumber1": 13.77,
  "userDefinedNumber2": 1044,
  "userDefinedNumber3": 0.0045,
  "userDefinedNumber4": 7,
  "userDefinedNumber5": 7,
  "userDefinedNumber6": 7,
  "userDefinedNumber7": 7,
  "userDefinedNumber8": 7,
  "userDefinedNumber9": 7,
  "userDefinedNumber10": 7,
  "userDefinedNumber11": 7,
  "userDefinedNumber12": 7,
  "userDefinedNumber13": 7,
  "userDefinedNumber14": 7,
  "userDefinedNumber15": 7,
  "userDefinedNumber16": 7,
  "userDefinedNumber17": 7,
  "userDefinedNumber18": 7,
  "userDefinedNumber19": 7,
  "userDefinedNumber20": 7,
  "userDefinedDate1": "2023-05-08",
  "userDefinedDate2": "2023-05-07",
  "userDefinedDate3": "2023-05-08",
  "userDefinedDate4": "2023-05-08",
  "userDefinedDate5": "2023-05-08",
  "userDefinedDate6": "2023-05-08",
  "userDefinedDate7": "2023-05-08",
  "userDefinedDate8": "2023-05-08",
  "userDefinedDate9": "2023-05-08",
  "userDefinedDate10": "2023-05-08",
  "userDefinedFields": null
}