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v1.5.8

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EMBARC REST API

  • Authentication
    • User Authentication - Client Credential.post
  • Search
    • Searchget

Customers

  • Customers
    • Get Customer Details Templateget
    • Create a Customerpost
    • Update a Customerput
    • List All Customersget
    • Get Customer Loan Account Overviewget
    • Get a Customerget
    • Activate a Customerpost
    • Close a Customerpost
    • Reject a Customerpost
    • Undo Customer Rejectionpost
    • Withdraw a Customerpost
    • Undo Customer Withdrawalpost
    • Reactivate a Customerpost
    • Delete a Customerdel
  • Identifiers
    • Get Customer Identifier Templateget
    • Create a Customer Identifierpost
    • List All Customer Identifiersget
    • Get a Customer Identifierget
    • Delete a Customer Identifierdel
    • Update a Customer Identifierput
  • Addresses
    • Create Customer Addresspost
    • Update Customer Addressput
    • Get Customer Addressget
    • List Customer Addressesget
    • Get Customer Address Templateget
    • Delete Customer Addressdel
  • Documents
    • List All Documentsget
    • Create a Documentpost
    • Get a Documentget
    • Update a Documentput
    • Remove a Documentdel
    • Get Binary File Associated with a Documentget
  • Payment Instruments
    • List All Payment Instrumentsget
    • Create Payment Instrumentpost
    • Get A Payment Instrumentget
    • Activate Or Deactivate Payment Instrumentpost
    • Update Payment Instrumentput
    • Delete Payment Instrumentdel
    • Get An Unmasked Payment Instrumentget
    • Request Card Template Tokenget
  • Notes
    • List All Notesget
    • Create a Resource Notepost
    • Get a Resource Noteget
    • Update a Resource Noteput
    • Delete a Resource Notedel
  • Forms
    • List All Formsget
    • Create a Record in a Formpost
    • Get Records from a Formget
    • Update a Record in a Formput
    • Get Form Detailsget
    • Query Records in a Formget
    • Flexible Query Records in a Formpost

LOANS

  • Origination
    • Get Loan Detail Templateget
    • Calculate Loan Repayment Schedulepost
    • Loan Amortizationpost
    • Create a Loanpost
    • Get Loan Approval Templateget
    • Approve Loan Applicationpost
    • Withdrawn Loan Applicationpost
    • Reject Loan Applicationpost
    • Undo Approval Applicationpost
    • List All Loansget
    • Get a Loanget
    • Get Loan by External Idget
    • Update a Loanput
    • Delete a Loan Applicationdel
    • Assign a Loan Officerpost
    • Unassign a Loan Officerpost
    • MCA Loans
      • Create MCA Loanpost
      • Retrieve MCA loan templateget
      • Get MCA Loanget
      • Update MCA Loanput
      • List MCA daily revenue rowsget
      • Get MCA amortization scheduleget
    • MCA Revenue Source
      • Link MCA Revenue Sourcepost
      • Update MCA Revenue Sourceput
      • Get MCA Revenue Sourceget
    • MCA Loan Products
      • Create MCA Loan Productpost
      • Get MCA Loan Productget
      • Update MCA Loan Productput
  • Payments
    • List All Paymentsget
    • Get Payment Initiation Templateget
    • Get Payment Record Templateget
    • Initiate Paymentpost
    • Record External Paymentpost
  • Autopay
    • Create Autopaypost
    • List All Autopay Enrollmentsget
    • Cancel Autopaydel
    • Reassign Autopay Instrumentput
    • Pause Autopayput
    • Resume Autopayput
  • Statements
    • Create Loan Statementpost
    • List All Loan Statementsget
    • Get a Loan Statementget
  • Payoff Quote
    • Retrieve Payoff Quoteget
    • Send Payoff Quote Emailpost
  • Transactions
    • Get Loan Transaction Templateget
    • List All Transactionsget
    • Get a Transactionget
  • Charges
    • Get Loan Charges Templateget
    • Create a Loan Chargepost
    • List All Loan Chargesget
    • Waive a Loan Chargepost
    • Loan Charge Adjustmentpost
  • Promise to Pay
    • List All Promises to Payget
    • Create Promise to Pay Planpost
    • Get Promise to Pay Planget
    • Cancel Promise to Pay Planpost
    • Evaluate Promise to Pay Planpost
  • Other Servicing & Hardship
    • Deliquency Action
      • Get Delinquency Actions for a Loanget
      • Apply Delinquency Action for a Loanpost
    • Deferred Income
      • Fetch the Capitalized Income Related Informationsget
    • Interest Pauses
      • List All Interest Pause Periods for a Loanget
      • Create a New Interest Pause Period for a Loanpost
      • Update Interest Pause Period for a Loanput
      • Delete an Interest Pause Perioddel
    • Reschedule
      • Get Reschedule Loan Templateget
      • Create Loan Reschedule Requestpost
      • List All Reschedule Requestsget
      • Get a Loan Reschedule Requestget
      • Approve Loan Reschedule Requestpost
      • Reject Loan Reschedule Requestpost
  • Loan Parties
    • Create Loan Partypost
    • Get Loan Partyget
    • Update a Loan Partyput
    • Delete Loan Partydel
    • List Client Party Roles Across Loansget
  • Funding
    • Initiate Fundingpost
    • Record Fundingput
    • Approve Fundingput
    • Get Funding Record Templateget
    • Reject Fundingput
    • Cancel Fundingput
    • Get a Fundingget
    • List All Fundingsget
  • Scheduled Funding
    • Create a Scheduled Fundingpost
    • List Scheduled Fundingsget
    • Cancel a Scheduled Fundingdel
  • APR Calculation
    • Update Charge APR Inclusionput
    • List Charges with APR Flagsget
    • APR Preview Calculationpost
    • Get Stored Loan APRget
  • Budgeted Draws
    • Create Budget Templatepost
    • Update Budget Templateput
    • Deactivate Budget Templatedel
    • Link Loan Products to Templateput
    • Get Budget Templateget
    • List Budget Templatesget
    • Loan Budget
      • Replace Budget (Before Approval)put
      • Approve Budgetpost
      • Get Budget Detailget
    • Budget Reallocation
      • Budget Reallocationpost
      • List Budget Change Historyget
    • Budget Draw Requests
      • Get Budget Draw Templateget
      • Create Budget Draw Requestpost
      • Update Budget Draw Requestput
      • Approve Budget Draw Requestpost
      • Cancel Budget Draw Requestpost
      • Get Budget Draw Requestget
      • List Budget Draw Requestsget
  • Financed Origination Fee
    • Replace Loan Product Financed Origination Fee Configurationput
    • Get Loan Product Financed Origination Fee Configurationget
    • Replace Loan Financed Origination Fee Overridesput
    • Get Resolved Loan Financed Origination Fee Stateget

Organization

  • Run Reports
    • Return all available export types for the specific reportget
    • Running a Report get
    • Reports
      • List All Report Templatesget
      • Refresh All Report Templatespost
      • Refresh Single Report Templatepost
  • Users
    • List All Usersget
    • Get a Userget
    • Create a Userpost
    • Delete a Userdel
    • Update a Userput
    • Change the Password of Userpost
  • Lookup Values
    • List All Lookupsget
    • List All Lookup Valuesget
    • Get a Lookup by Lookup Idget
  • Counterparties
    • Get Counterparty Templateget
    • List All Counterpartiesget
    • Create a Counterpartypost
    • Get a Counterparty by IDget
    • Update a Counterpartyput
    • Delete a Counterpartydel
    • Activate a Counterpartypost
    • Deactivate a Counterpartypost
    • Get counterparty aggregate loan summaryget
    • List loans linked to a counterpartyget
    • List same-office loans eligible for linkingget
    • Create explicit counterparty contactpost
    • Update explicit counterparty contactput
    • Delete explicit counterparty contactdel
    • List counterparty documentsget
    • Upload counterparty documentpost
    • Get counterparty document metadataget
    • Update counterparty document metadata or attachmentput
    • Delete counterparty documentdel
    • Download counterparty document attachmentget
  • Loan Counterparty Links
    • List All Loan Counterpartiesget
    • Link a Counterparty to a Loanpost
    • Delete a Loan Counterparty Linkdel
    • Atomically link up to 100 loanspost
  • Counterparty Payment Instruments
    • List All Counterparty Payment Instrumentsget
    • Create a Counterparty Payment Instrumentpost
    • Request Counterparty Payment Instrument Templateget
    • Get a Counterparty Payment Instrument by IDget
    • Update a Counterparty Payment Instrumentput
    • Change Counterparty Payment Instrument Statuspost
    • Delete a Counterparty Payment Instrumentdel
  • Webhooks
    • List Webhooksget
    • Create Webhookpost
    • Get Webhookget
    • Update Webhookput
    • Delete Webhookdel
    • List Webhook Eventsget

Embarc

  • Embarc Clients
    • Create an Embarc Clientpost
    • Get Embarc Client Templateget
  • Origination
    • Create an Embarc Loanpost
  • Customer Search
  • Embarc Loans with Collateral data
    • List a client's active loans (borrower-facing)get
    • Loan detail with collateral folded inget
  • Loan Overview
    • Get aggregated loan overview for a clientget
  • Collateral
    • Loan Collateral
      • List Loan Collateralget
      • Pledge Collateral Itempost
      • Dispose Collateralpost
      • Withdraw Collateral Pledgepost
      • Revalue Collateralpost
      • Correct Collateral Assetpost
      • Update Collateral Custodypost
    • Collateral Shortfall
      • Get Collateral Shortfallget
      • Preview Cure Planpost
      • List Cure Plansget
      • Submit Cure Planpost
      • Look Up Collateral Certificateget
      • Refresh Collateral Valuationspost
    • Get collateral pledged to a loanget
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Customer Search

Updated 4 months ago


Create an Embarc Loan
Embarc Loans with Collateral data
Did this page help you?

Updated 4 months ago


Create an Embarc Loan
Embarc Loans with Collateral data
Did this page help you?