User Journey empowered by APIs

With Mortgage Loan APIs we offer a smart journey for the consumer: from the showcase conditions over the calculation of offers up to the acceptance process and the transfer of the documents.

Overview

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		Showcase Conditions Very generic conditions based on the partner for your incoming leads.
		Advisory Create a vorgang and collect all the data you can get to find the best solution. Kundenangaben API create a new case keep your CRM-data up-to-date update case Vorgänge API set editor for the case set own reference for the case archive unsuccesful cases Finn API invite customers to Finn Ereignisse API get the history of a case for your CRM Partner API create new advisor with the first case automatically
		Calculation Calculate individual offers with pre-scoring. Angebote API find offers for a case find offers without a case get a list of needed proofs
		Loan request Transfer proofs to the loan provider for final feasability checks. Unterlagen API add proofs to a case and sort them automatically
		Loan approval As loan provider get data and proofs to check and answer with approval result and loan contracts (documents). Anträge API get all new applications get application data for loan descision systems set planned approving date set state and send a message to advisor Unterlagen API get informed about new shared proofs download shared proofs for checks Ereignisse API get history data of an application Dokumente API send loan contract to advisor
		State Query the current status of the application. Vorgänge API get state of a case Anträge API get state of an application set state of an application Ereignisse API get history data of a case get history data of an application Report API get reporting data for sales organizations and loan provider
		Payout Query the current status of the application. Ereignisse API read history data of an application regarding payout (if supported)
		Cancellation Reject the approved application. Vorgänge API archive unsuccesful cases set state of an application Anträge API set state of an application