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Getting Started
Welcome 👋
Generate API Keys
Authentication
Available Scopes
Errors
Events
Webhooks
Technical User Guide
Use Cases
CRM Integration
Send Data to Sageworks
Send Data to a CRM
CRM Integration with Dynamic Application
Documents
Get Document Information
Post Documents
Industry Financial Data
Get Financial Ratios
Available Metrics
Workflow Automation
Start Workflows
Track Workflow Tasks
Update Workflow Steps
Loan Decisioning
Underwriting Metrics
Industry Content
Loan Boarding
Boarding Loans
Online Portal Now Authentication
Launch Online Portal Now
Collateral Widget
Enable a Collateral Widget
Create Collateral Widget
Example UDF creation
Retrieving Customer Entered Info
Customer Widget
Enable a Customer Widget
Create a Customer Widget
Retrieving Customer Widget Orders
SuPPORt
Contact Support
Frequently Asked Questions
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