Paperwork Data
Pulls the latest application information for accurate paperwork generation. Should be called before submitting paperwork.
GET /v3/api/applications/paperwork/{LoanApplicationId}
Request URL query parameters:
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| applicationId | Required | Long | Valid application Id that user has access to. |
Response attributes:
| Property | Nullable | Type | Description |
|---|---|---|---|
| Dealer | No | Object | |
| Applicant | No | Object | |
| CoApplicant | Yes | Object | Will be null if application has no co-applicant. |
| LoanParameters | No | Object | |
| Signatures | No | List of Objects | Will be [] if there is no signatures created for paperwork. |
| CompletionCertificate | No | Object |
| Property | Nullable | Type | Description |
|---|---|---|---|
| DealerId | No | Long | Valid dealer id that the user has access to. |
| DealerNumber | No | String | Valid dealer number that the user has access to. |
| DealerName | No | String | Name of the dealer. |
| DealerAddress1 | No | String | Field indicates the first address line for the dealer. |
| DealerAddress2 | No | String | Field indicates the second address line for the dealer. |
| DealerCity | No | String | Field indicates the city in which the dealer resides. |
| DealerState | No | DealerStateEnum | Field indicates the state in which the dealer resides. |
| DealerZipCode | No | String | Zip code of the dealer's address. Zip code must be 5 or 9 digits. |
| DealerPhoneNumber | No | String | Phone number for the dealer. |
| DealerSignatureEmail | Yes | String | Indicates the dealer's email used for signing. |
| DealerIncludeLcc | No | Boolean | This is a Orbit portal field only. This is not applicable to Broker API. |
"Applicant"/"CoApplicant" attributes:
| Property | Nullable | Type | Description |
|---|---|---|---|
| ApplicantId | No | Long | Field must be a valid applicant Id. |
| FirstName | No | String | First name of the applicant. |
| MiddleInitial | No | String | Middle intial of the applicant. |
| LastName | No | String | Last name of the applicant. |
| Suffix | Yes | ApplicantSuffixEnum | Suffix of the applicant. |
| Address1 | No | String | Address line 1 of the applicant's address. |
| Address2 | Yes | String | Address line 2 of the applicant's address. |
| City | No | String | City of the applicant's address |
| State | No | StateEnum | State of the applicant's address. |
| PostalCode | No | String | Zip code of the applicant's address. Zip code must be 5 or 9 digits. |
| EmailAddress | Yes | String | Email address of the applicant. |
| PrimaryPhone | Yes | String | Primary phone number of the applicant. |
| PrimaryPhoneType | Yes | PhoneNumberTypeEnum | Phone type of the primary phone number for the applicant. |
| SecondaryPhone | Yes | String | Secondary phone number of the applicant. |
| SecondaryPhoneType | Yes | PhoneNumberTypeEnum | Phone type of the secondary phone number for the applicant. |
| RelationType | Yes | CoApplicantTypeEnum | Field indicates the coapplicant's relation to the applicant. This is a coapplicant only field. |
| IdentificationType | No | LegalIdentificationTypeEnum | Field indicates the legal identification type of the applicant's ID. |
| IdentificationNumber | Yes | String | Field indicates the identification number for the applicant's ID. |
| IdentificationIssueDateNotPresent | N/A | Boolean | Field indicates whether or the the issue date is present on the ID. |
| ExpirationDateUnavailable | N/A | Boolean | Field indicates whether or not the expiration date is unavailable on the ID. |
| IdentificationIssueDate | Yes | Date | Field indicates the issue date on the ID. |
| IdentificationExpirationDate | Yes | Date | Field indicates the expiration date on the ID. |
| IdentificationIssueStateNotPresent | N/A | Boolean | Field indicates whether or not the issue state is present on the ID. |
| IdentificationState | Yes | IdentificationStateEnum | |
| SocialSecurityNumber | No | String | Social security number of the applicant. |
| DateOfBirth | No | Date | Date of the birth of the applicant. |
| EmploymentType | No | String | The applicant's type of employment. |
| EmployerName | No | String | Name of the applicant's employer. |
| EmployerPhoneNumber | Yes | String | Phone number of the applicant's employer. |
| OccupationTitle | No | String | Title of the applicant's occupation. |
| EmploymentStartDate | Yes | Date | Start date of the applicant's employment. |
| EmploymentGrossMonthlyIncome | No | String | Applicant's gross monthly income from employment. |
| OtherIncome | No | String | When there is no other income: []. |
| ResidenceType | No | String | Type of residence the applicant resides in. |
| ResidencePayment | No | String | Monthly payment amount for the applicant's residence. |
| HomeValue | No | String | Value of the applicant's home. |
| MonthsAtResidence | No | Integer | The amount of months at residence leftover after YearsAtResidence is calculated. |
| YearsAtResidence | No | Integer | The amount of years the applicant has lived at the thier residence. |
| Property | Nullable | Type | Description |
|---|---|---|---|
| SerializationVersion | No | Integer | Aqua internal field. Please disregard. |
| Description | Yes | String | Description of income. |
| Amount | No | Decimal | Monthly amount of income. |
| IncomeType | No | ApplicantIncomeTypeEnum | Type of income |
| IsNonTaxableIncome | Yes | Boolean | Indicates whether or not the income is taxable. |
| OriginalAmount | Yes | Decimal |
| Property | Nullable | Type | Description |
|---|---|---|---|
| CreditType | No | CreditTypeEnum | Indicates the credit type for the loan. |
| ContractState | No | StateEnum | The contract state for the loan. |
| ContractLanguage | No | String | The contract language for the loan. |
| CompletionPayment | Yes | Decimal | The amount for the completion payment. Field is only applicable for loans with a ContractState of CA and when the dealer's major product line is home improvement. |
| ProductDescription | Yes | String | Description of the product. |
| ItemNumber | Yes | String | |
| ProductQuantity | Yes | String | Quantity of products for the loan. |
| ProductPrice | No | String | Price of the product for the loan. |
| AdditionalProduct | Yes | Object | |
| IsProductHomeImprovement | No | Boolean | Indicates whether or not the product is home improvement. |
| DownPayment | Yes | Decimal | The down payment for the additional product. |
| AdditionalFees | No | Object | When there is no additional Fees: []. |
| SalesTax | Yes | Decimal | Indicates the amount of sales tax for the loan. |
| EnterTradeIn | No | Boolean | Indicates whether or not there is a trade in for the loan. |
| TentativeCompletionDate | No | Date | Tenative completion date of the project. |
| TradeInDescription | Yes | String | Description of the trade in. |
| TradeInAmount | Yes | Decimal | Indicates the trade in amount. |
| RepaymentTermsId | Yes | Long | Indicates the RepaymentTermsId for the loan. |
| PaymentFactorId | Yes | Long | Indicates the PaymentFactorId for the loan. |
| AnnualPercentageRate | Yes | Decimal | Indicates the annual percentage rate for the loan. |
| PaymentFactor | Yes | String | Indicates the payment factor for the loan. |
| PaymentFactorRaw | Yes | Decimal | Indicates the payment factor for the loan. |
| PrimaryPromotionId | Yes | Long | The ID of the primary promotion. |
| SecondaryPromotionId | Yes | Long | The ID of the secondary promotion. Same as AddOnId value from Get Promotions |
| ClosedEndPaymentRateId | Yes | Long | The ID of the closed end payment rate. |
| RTCDate | Yes | Date | The right to cancel date. |
| OriginalCreditType | Yes | CreditTypeEnum | The original credit type of the loan. |
"AdditionalProduct" attributes:
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| Description | Optional | String | The description for the additional product. |
| ItemNumber | Optional | String | The item number for the additional product. |
| Price | Required | Decimal | The price of the additional product. |
| Quantity | Required | Integer | The quantity of the additional product. |
| Property | Nullable | Type | Description |
|---|---|---|---|
| AdjustmentType | Yes | AdjustmentTypeEnum | The type of adjustment. |
| Amount | No | Decimal | The amount of the additional fee. |
| Property | Nullable | Type | Description |
|---|---|---|---|
| SignatureDate | Yes | Date | The date of signing for the paperwork. |
| ExcludeDatesOnPaperwork | No | Boolean | Indicates whether or not the dates will be exluded on paperwork. |
| ApplicationType | No | LoanApplicationTypeEnum | The type of loan. |
| Dealer | Yes | Object | |
| Applicant | Yes | Object | |
| CoApplicant | Yes | Object | |
| Provider | Yes | Object | |
| SignatureType | No | SignatureTypeEnum | The type of signature for the paperwork. |
| PaperworkSignatureType | No | String | Can be FULL, LCC or ACH. |
| Property | Nullable | Type | Description |
|---|---|---|---|
| SerializationVersion | No | Integer | Aqua internal field. Please disregard. |
| Name | No | String | Name of the dealer. |
| EmailAddress | No | String | Email address for the dealer. |
| DateSent | Yes | Date | The date paperwork was sent to the dealer for signing. |
| DateSigned | Yes | Date | The date the paperwork was signed by the dealer. |
| Reviewed | Yes | Boolean | This property is dedicated only to ACH email/electronic signature Type. It will be true if dealer reviewed documents, otherwise false. For any other type it always going to be null. |
"Applicant"/"CoApplicant" attributes:
| Property | Nullable | Type | Description |
|---|---|---|---|
| SerializationVersion | No | Integer | Aqua internal field. Please disregard. |
| EmailAddress | No | String | The applicant's email for the signature. |
| IdentificationType | No | LegalIdentificationTypeEnum | Identification type of the applicant. |
| IsUnitedStatesCitizen | No | Boolean | Indicates whether or not the applicant is a U.S. citizen. |
| IsPrimaryApplicant | No | Boolean | Indicates whether or not the signer is the Applicant or CoApplicant. |
| DateSent | Yes | Date | The date the paperwork was sent to the applicant for signing. |
| DateSigned | Yes | Date | The date the paperwork was signed by the applicant. |
| Property | Nullable | Type | Description |
|---|---|---|---|
| SerializationVersion | No | Integer | Aqua internal field. Please disregard. |
| Name | No | String | Field indicates the name of the Provider. |
| EmailAddress | No | String | Field indicates the email address of the Provider. |
| DateSent | Yes | Date | Field indicates the date sent to the Provider. |
| DateSigned | Yes | Date | Field indicates the date signed for the Provider. |
"CompletionCertificate" attributes:
| Property | Nullable | Type | Description |
|---|---|---|---|
| CompletionDate | No | Date | The date of project completion. |
| TentativeCompletionDate | No | Date | If the project is not yet completed, this field indicates the projected completion date. |
| ProjectCompletedAtApplicantsAddress | No | Boolean | Field indicates whether or not the project was completed at the applicant's address. |
| ProductInstaller | No | InstallerTypeEnum | Field indicates the installer type. |
| Address | Yes | Object |
| Property | Nullable | Type | Description |
|---|---|---|---|
| SerializationVersion | No | Integer | Aqua internal field. Please disregard. |
| Address1 | No | String | Field indicates address line 1 of the address. |
| Address2 | Yes | String | Field indicates address line 2 of the address. |
| City | No | String | Field indicates the city of the address. |
| State | No | StateEnum | Field indicates the state of the address. |
| PostalCode | No | String | Field indicates the postal code of the address. |
Example Response:
{
"Dealer": {
"DealerId": 15,
"DealerNumber": "543210.000",
"DealerName": "HOME IMPROVEMENT ORBIT TEST FILE",
"DealerAddress1": "1 CORPORATE DRIVE STE 300",
"DealerAddress2": "",
"DealerCity": "WAUSAU",
"DealerState": "WI",
"DealerZipCode": "54401",
"DealerPhoneNumber": "(715) 848-5423",
"DealerSignatureEmail": null,
"DealerIncludeLcc": false
},
"Applicant": {
"Id": 78522,
"FirstName": "TESTER",
"MiddleInitial": "",
"LastName": "TESTERSON",
"Suffix": null,
"Address1": "6500 ALDERSON STREET",
"Address2": "",
"City": "WESTON",
"State": "WI",
"ZipCode": "54476",
"EmailAddress": "",
"PrimaryPhoneNumber": "(520) 123-6655",
"PrimaryPhoneType": "Cell",
"SecondaryPhoneNumber": null,
"SecondaryPhoneType": null,
"RelationType": null,
"IdentificationType": "DriversLicense",
"IdentificationNumber": "9588888",
"IdentificationIssueDateNotPresent": true,
"ExpirationDateUnavailable": false,
"IdentificationIssueDate": null,
"IdentificationExpirationDate": "2029-09-25T05:00:00Z",
"IdentificationIssueStateNotPresent": false,
"IdentificationState": "KY",
"SocialSecurityNumber": "100000102",
"DateOfBirth": "2002-10-19T00:00:00",
"EmploymentType": "Employed",
"EmployerName": "HOT DIGGITY DOG",
"EmployerPhoneNumber": "(521) 023-2222",
"OccupationTitle": "owner",
"EmploymentStartDate": "2010-02-19T13:08:17.88-06:00",
"EmploymentGrossMonthlyIncome": "7500.0000",
"OtherIncome": [],
"ResidenceType": "Own",
"ResidencePayment": "0.0",
"HomeValue": "0.0",
"MonthsAtResidence": 5,
"YearsAtResidence": 9
},
"CoApplicant": null,
"LoanParameters": {
"CreditType": "Revolving",
"ContractState": "WI",
"ContractLanguage": "en-US",
"CompletionPayment": 0.0,
"ProductDescription": "testing",
"ItemNumber": "",
"ProductQuantity": "1",
"ProductPrice": "15000.00",
"AdditionalProduct": null,
"IsProductHomeImprovement": true,
"DownPayment": 0.0,
"AdditionalFees": [],
"SalesTax": null,
"EnterTradeIn": true,
"TentativeCompletionDate": "2020-10-19T00:00:00",
"TradeInDescription": "",
"TradeInAmount": 0.0,
"RepaymentTermsId": null,
"PaymentFactorId": 4,
"AnnualPercentageRate": 13.99,
"PaymentFactor": 4,
"PaymentFactorRaw": 2.0,
"PrimaryPromotionId": 1943,
"SecondaryPromotionId": null,
"ClosedEndPaymentRateId": null,
"RTCDate": "2020-10-22T00:00:00",
"OriginalCreditType": "Revolving"
},
"Signatures": [
{
"SignatureDate": "2020-10-19T00:00:00Z",
"ExcludeDatesOnPaperwork": false,
"ApplicationType": "Individual",
"Dealer": {
"SerializationVersion": 1,
"Name": "HOME IMPROVEMENT ORBIT TEST FILE",
"EmailAddress": "test@aquafinance.com",
"DateSent": null,
"DateSigned": null,
"Reviewed": null
},
"Applicant": {
"SerializationVersion": 1,
"EmailAddress": "test@aquafinance.com",
"IdentificationType": "DriversLicense",
"IsUnitedStatesCitizen": true,
"IsPrimaryApplicant": true,
"DateSent": null,
"DateSigned": null
},
"CoApplicant": null,
"Provider": null,
"SignatureType": "Electronic",
"PaperworkSignatureType": "FULL"
}
],
"CompletionCertificate": {
"CompletionDate": "2020-10-19T00:00:00",
"TentativeCompletionDate": "2020-10-19T00:00:00",
"ProjectCompletedAtApplicantsAddress": false,
"ProductInstaller": "NotRequired",
"Address": null
}
}
Submit Full Paperwork
Submits paperwork for a loan application.
WARNING
IMPORTANT: To use the correct promotion, you MUST first call Promotions
and use any promotion provided in that response payload.
Since ALL provided Apr's are 0.xx something, for "AnnualPercentageRate" you need (0.xx*100), because we only accept values such as 10.99, 17.99.
POST /v3/api/applications/paperwork/submit
Request attributes:
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| LoanApplicationId | Required | Long | Must be a valid application id that the user has access to. Application must be in valid state. |
| Application | Required | Object | |
| LoanParameters | Required | Object | |
| Payment | Optional | Object | Leave it as null if not required. |
| CompletionCertificate | Required | Object | If even not required, empty Object must be present. |
| Signature | Required | Object | Signature must be one of the three types: Download, e-sign and e-mail. |
| DocumentSelection | Required | Object |
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| Applicant | Required | Object | |
| CoApplicant | Optional | Object | Required when an application has a co-appllicant. |
| Dealer | Required | Object |
"Applicant/CoApplicant" attributes:
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| FirstName | Required | String | Must be valid for ^[a-zA-Z\s\-]*$. Maximum length is 40 characters. |
| MiddleInitial | Optional | String | Must be valid for ^[a-zA-Z]*$. Maximum length is 1 characters. |
| LastName | Required | String | Must be valid for ^[a-zA-Z\s\-]*$. Maximum length is 40 characters. |
| Suffix | Optional | ApplicantSuffixEnum | Must be valid Enum value. |
| Address | Required | Object | Address object for the applicant. |
| EmailAddress | Optional | String | Must be valid e-mail address. |
| PrimaryPhone | Optional | String | Must be valid for ^[2-9][0-9]*$. |
| PrimaryPhoneType | Optional | PhoneNumberTypeEnum | Must have value if PrimaryPhone is present. |
| SecondaryPhone | Optional | String | Must be valid for ^[2-9][0-9]*$. Cannot be the same as Primary phone number. |
| SecondaryPhoneType | Optional | String | Must have value if SecondaryPhone is present. |
| IdentificationType | No | Required | LegalIdentificationTypeEnum |
| IdentificationNumber | Yes | Required | String |
| IsIssueDatePresent | N/A | Required | Boolean |
| IdentificationIssueDate | Yes | Optional | Date |
| IsIssueStatePresent | N/A | Required | Boolean |
| IdentificationState | Yes | Optional | IdentificationStateEnum |
| ExpirationDateUnavailable | N/A | Required | Boolean |
| IdentificationExpirationDate | Yes | Optional | Date |
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| Name | Required | String | Maximum length is 150 characters. |
| Address | Required | Object | Address object for the dealer. |
| PhoneNumber | Optional | String | Must be valid for ^[2-9][0-9]*$. |
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| Address1 | Required | String | Cannot be empty value. |
| Address2 | Optional | String | This field indicates address line 2 for the address. |
| City | Required | String | Cannot be empty value. |
| State | Required | DealerStateEnum | Must be valid Enum value. |
| PostalCode | Required | String | Must be valid for ^[0-9]{5}$ or ^[0-9]{5}-[0-9]{4}$. |
NOTE
Must have correct ids and values for promotion, otherwise Broker will throw a 400 Bad Request Exception. Check out the warning above on how to fill in the correct values.
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| CreditType | Required | CreditTypeEnum | Must have valid Enum value. |
| ContractState | Required | StateEnum | Must have valid Enum value. |
| ContractLanguage | Required | LanguageTypeEnum | Must have valid Enum value. |
| ProductLineItems | Required | List of Objects | One item for Closed-End. One or two items for Revolving. |
| DownPayment | Required | Decimal | Not negative number. Must be less than 100M. Max two numbers after decimal point. |
| CompletionPayment | Optional | Decimal | Required when contract state is CA. Not allowed for states other than CA. Not negative number. Must be less than 100M. Max two numbers after decimal point. |
| Fees | Required | List of Objects | When there are no Fees, send an empty List []. |
| SalesTax | Optional | Decimal | Not negative number or zero. Must be less than 100M. Max two numbers after decimal point. |
| TradeInAmount | Optional | Decimal | Not negative number or zero. Must be less than 100M. Max two numbers after decimal point. |
| TradeInDescription | Optional | String | Maximum length is 11 characters. |
| RepaymentTerms | Required | CreditPaymentTermEnum | Only for Closed-end. Must have valid Enum value. |
| PaymentFactor | Optional | CreditPaymentFactorEnum | Only for Revolving. Must have valid Enum value. |
| AnnualPercentageRate | Required | Decimal | Must be equal to or greater than 0. |
| PrimaryPromotionId | Required | Long | Must be greater than 0. |
| SecondaryPromotionId | Optional | Long | Must be greater than 0 when has value. |
| ClosedEndPaymentRateId | Optional | Long | Only for Closed-end. Must be greater than 0. |
| AmountFinanced | Required | Decimal | Must be same as calculated value. Must be greater than 0and should fall within the range of 1,000 to 100,000. Max two numbers after decimal point. |
"ProductLineItems" attributes:
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| Id | Optional | Long | Unique identifier for the product. |
| Description | Required | String | Cannot be empty. Maximum length is 52 characters. |
| ItemNumber | Optional | String | Maximum length is 150 characters. |
| Quantity | Required | Integer | Must be greater than 0 and less than or equal to 1000. |
| Price | Required | Decimal | Must be greater than 0 and less than 100M. Max two numbers after decimal point. |
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| FeeType | Required | AdjustmentTypeEnum | Can only be Document, PublicOfficials, NonFilingInsurancePremium and ToOthers. |
| FeeAmount | Required | Decimal | Not negative number. Must be less than 100M. Max two numbers after decimal point. |
NOTE
If you don't want to print or generate eSign ACH documents then set the Payment object to null. In order to submit full paperwork with ACH you must fill in every property.
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| PaymentFrequency | Required | PaymentFrequencyEnum | Must be valid Enum value. |
| PaymentAmount | Optional | Decimal | Not negative number. Must be less than 100M. Max two numbers after decimal point. |
| DayOfMonthForFirstWithdrawal | Optional | Integer | Not negative number. 0 Is considered empty value. Max value is 31. |
| DayOfMonthForSecondWithdrawal | Optional | Integer | Must be null for PaymentFrequency: OnceMonthly. For TwiceMonthly applies same rules as DayOfMonthForFirstWithdrawal. |
| MonthToWithdrawFirstPayment | Optional | Integer | Not negative number. 0 Is considered empty value. Max value is 12. |
| BankInformation | Required | Object |
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| Name | Optional | String | When has value maximum length is 150. |
| Address | Optional | Object | All properties of Address are nullable. State must be valid StateEnum and PostalCode should match one of the following regex strings: ^[0-9]{5}$ or ^[0-9]{5}-[0-9]{4}$ |
| RoutingNumber | Required | String | Cannot be empty. Length is 9. Must be valid for regex: ^[0-9]+$. |
| AccountType | Optional | PaymentAccountTypeEnum | |
| AccountNumber | Required | String | Cannot be empty. Maximum length is 17. Must be valid for regex: ^[0-9]+$. |
"CompletionCertificate" attributes:
NOTE
If you don't want to print or generate eSign LCC documents then have just one property filled TentativeCompletionDate or just leave all properties as null. In order to submit full paperwork with LCC you must fill in every property and leave TentativeCompletionDate as null.
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| CompletionDate | Optional | Date | Must be valid date. Date shouldn't be older than 50 years and greater than 3 years from today's date. |
| TentativeCompletionDate | Optional | Date | Must be valid date. Date can be same as the one in application creation or today's and in the future. But not greater than 50 years from today's date. |
| ProductInstalledAtApplicantsAddress | Optional | Boolean | |
| ProductInstaller | Optional | InstallerTypeEnum | Must be valid Enum value. |
| Address | Optional | Object |
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| Address1 | Required | String | Cannot be empty value. |
| Address2 | Optional | String | This field indicates address line 2 for the address. |
| City | Required | String | Cannot be empty value. |
| State | Required | StateEnum | Must be valid Enum value. |
| PostalCode | Required | String | Must be valid for ^[0-9]{5}$ or ^[0-9]{5}-[0-9]{4}$. |
NOTE
Dealer, Applicant, CoApplicant and DocusignRedirectUrl are only for esign/email. For download those properties must be null.
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| SignatureTypes | Required | List of SignatureTypeEnum | For download - only ["Written"]. For e-sign: ["Written", "Electronic"]. For e-mail: ["Written","Email"]. |
| SignatureDate | Optional | Date | Must be valid date. Cannot be greater than 50 years from today's date. Can be date from last paperwork submission or today and in the future. |
| ExcludeDatesOnPaperwork | Required | Boolean | Field indicates whether or not to exlude dates on paperwork. |
| ApplicationType | Required | LoanApplicationTypeEnum | For applications with no co-applicant, only Individual is allowed. For applications with co-applicant, only JointWithSpouse and JointWithNonSpouse are allowed. |
| Dealer | Optional | Object | Has two properties. Name: which should be not empty and max length is 100. EmailAddress: not empty, valid email with max length of 100. |
| Applicant | Optional | Object | Has three properties. EmailAddress: not empty, valid email with max length of 100. IsUnitedStatesCitizen: boolean. IdentificationType: LegalIdentificationTypeEnum |
| CoApplicant | Optional | Object | Applies only when application has co-applicant. Has three properties. EmailAddress: not empty, valid email with max length of 100. IsUnitedStatesCitizen: boolean. IdentificationType: LegalIdentificationTypeEnum |
| DocusignRedirectUrl | Optional | String | Must be valid URL only for e-sign option, otherwise null. |
"DocumentSelection" attributes:
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| ContractState | Required | StateEnum | Must be valid Enum value. |
| ContractLanguage | Required | LanguageTypeEnum | Must be valid Enum value. |
| DownloadHardCopies | Required | Boolean | Can be true only for Download option, otherwise should be false. |
| IdentificationType | IdentificationNumber | IsIssueDatePresent | IssueDate | IsIssueStatePresent | IssueState | IdentificationExpirationDate | ExpirationDateUnavailable |
|---|---|---|---|---|---|---|---|
| Unavailable | Field should be null or not sent for Unavailable. |
Field should be null or not sent for Unavailable. |
Field should be null or not sent for Unavailable. |
Field should be null or not sent for Unavailable. |
Field should be null or not sent for Unavailable. |
Field should be null or not sent for Unavailable. |
Field should be null or not sent for Unavailable. |
| DriversLicense | Field does not accept special characters and allows a max of 20 characters | Field indicates whether the IssueDate is present on the applicant's ID. If true, IssueDate is required. |
IssueDate cannot be in the future. Field is required if IsIssueDatePresent is true, otherwise IssueDate must be null. |
Field indicates whether the IssueState is present on the applicant's ID. If true, IssueState is required. |
Field is required if IsIssueStatePresent is true, therfore it must be false. |
Field indicates the expiration date for the DriversLicense. Field is required. |
Field is not applicable for DriversLicense. |
| StateId | Field does not accept special characters and allows a max of 20 characters | Field indicates whether the IssueDate is present on the applicant's ID. If true, IssueDate is required. |
IssueDate cannot be in the future. Field is required if IsIssueDatePresent is true. |
Field indicates whether the IssueState is present on the applicant's ID. If true, IssueState is required. |
Field is required to be true for StateID |
Field indicates the expiration date for the StateID. Field can be null if ExpirationDateUnavailable is true. |
Field indicates whether or not the Expiration Date is available on the StateID. |
| UnitedStatesMilitaryId | Field does not accept special characters and allows a max of 20 characters | Field indicates whether the IssueDate is present on the applicant's ID. If true, IssueDate is required. |
IssueDate cannot be in the future. Field is required if IsIssueDatePresent is true. |
Field should be null or not sent for UnitedStatesMilitaryId. |
Field should be null or not sent for UnitedStatesMilitaryId. |
Field indicates the expiration date for the UnitedStatesMilitaryId. Field can be null if ExpirationDateUnavailable is true. |
Field indicates whether or not the Expiration Date is available on the UnitedStatesMilitaryId. |
| UnitedStatesPassport | Field does not accept special characters and allows a max of 20 characters | Field indicates whether the IssueDate is present on the applicant's ID. If true, IssueDate is required. |
IssueDate cannot be in the future. Field is required if IsIssueDatePresent is true. |
Field should be null or not sent for UnitedStatesPassport. |
Field should be null or not sent for UnitedStatesPassport. |
Field indicates the expiration date for the UnitedStatesPassport. |
Field is required to be false for UnitedStatesPassport. |
| PermanentResidencyCard | Field does not accept special characters and allows a max of 20 characters | IsIssueDatePresent is required to be true for PermanentResidencyCard | IssueDate cannot be in the future. Field is required. |
Field should be null or not sent for PermanentResidencyCard. |
Field should be null or not sent for PermanentResidencyCard. |
Field indicates the expiration date for the PermanentResidencyCard. Field is required. |
Field is required to be false for PermanentResidencyCard. |
Revolving request example for Download:
{
"LoanApplicationId": 12345,
"Application": {
"Applicant": {
"FirstName": "Test",
"MiddleInitial": "",
"LastName": "Tester",
"Suffix": null,
"Address": {
"Address1": "3433 Broadway St NE",
"Address2": "",
"City": "Minneapolis",
"State": "MN",
"PostalCode": "55555"
},
"EmailAddress": "test@test.com",
"PrimaryPhone": null,
"PrimaryPhoneType": null,
"SecondaryPhone": null,
"SecondaryPhoneType": null,
"IdentificationExpirationDate": "2022-01-01T00:00:00Z",
"IdentificationIssuedDate": "2019-01-01T00:00:00Z",
"IdentificationIssueState": "AL",
"IdentificationNumber": "T23532525",
"IdentificationType": "DriversLicense",
"IsIssueDatePresent": true,
"IsIssueStatePresent": true,
"ExpirationDateUnavailable": null
},
"CoApplicant": null,
"Dealer": {
"Name": "Test Dealer",
"Address": {
"Address1": "801 I 45 SOUTH",
"Address2": "",
"City": "CONROE",
"State": "TX",
"PostalCode": "55555"
},
"PhoneNumber": "9999999999"
}
},
"LoanParameters": {
"AmountFinanced": 5750.15,
"CreditType": "Revolving",
"ContractState": "DE",
"ContractLanguage": "English",
"ProductLineItems": [{
"Id": null,
"Description": "Test",
"ItemNumber": "",
"Quantity": 1,
"Price": 5000
}, {
"Id": null,
"Description": "test2",
"ItemNumber": "",
"Quantity": 1,
"Price": 1000
}
],
"DownPayment": 150.05,
"CompletionPayment": null,
"Fees": [],
"SalesTax": 50.2,
"TradeInAmount": null,
"TradeInDescription": "",
"PaymentFactor": "Two",
"AnnualPercentageRate": 17.99,
"PrimaryPromotionId": 2015,
"SecondaryPromotionId": 1901,
"ClosedEndPaymentRateId": 0,
"RepaymentTerms": null
},
"CompletionCertificate": {
"TentativeCompletionDate": "06/05/2020",
"CompletionDate": null,
"ProductInstalledAtApplicantsAddress": null,
"ProductInstaller": null,
"Address": null
},
"Payment": null,
"Signature": {
"SignatureTypes": [
"Written"
],
"SignatureDate": "01/17/2020",
"ExcludeDatesOnPaperwork": false,
"ApplicationType": "Individual",
"Dealer": null,
"Applicant": null,
"CoApplicant": null,
"DocusignRedirectUrl": null
},
"DocumentSelection": {
"ContractState": "DE",
"ContractLanguage": "English",
"DownloadHardCopies": true
}
}
Closed-End request example for Download:
{
"LoanApplicationId": 12345,
"Application": {
"Applicant": {
"FirstName": "Test",
"MiddleInitial": "",
"LastName": "Tester",
"Suffix": null,
"Address": {
"Address1": "3433 Broadway St NE",
"Address2": "",
"City": "Minneapolis",
"State": "MN",
"PostalCode": "55555"
},
"EmailAddress": "test@test.com",
"PrimaryPhone": null,
"PrimaryPhoneType": null,
"SecondaryPhone": null,
"SecondaryPhoneType": null,
"IdentificationExpirationDate": "2022-01-01T00:00:00Z",
"IdentificationIssuedDate": "2019-01-01T00:00:00Z",
"IdentificationIssueState": "AL",
"IdentificationNumber": "T23532525",
"IdentificationType": "DriversLicense",
"IsIssueDatePresent": true,
"IsIssueStatePresent": true,
"ExpirationDateUnavailable": null
},
"CoApplicant": null,
"Dealer": {
"Name": "Test Dealer",
"Address": {
"Address1": "801 I 45 SOUTH",
"Address2": "",
"City": "CONROE",
"State": "TX",
"PostalCode": "55555"
},
"PhoneNumber": "9999999999"
}
},
"LoanParameters": {
"AmountFinanced": 5750.2,
"CreditType": "ClosedEnd",
"ContractState": "DE",
"ContractLanguage": "English",
"ProductLineItems": [{
"Id": null,
"Description": "test",
"ItemNumber": "",
"Quantity": 1,
"Price": 5000.45
}
],
"DownPayment": 100.25,
"CompletionPayment": null,
"Fees": [{
"FeeType": "PublicOfficials",
"FeeAmount": 200
}, {
"FeeType": "NonFilingInsurancePremium",
"FeeAmount": 150
}
],
"SalesTax": 500,
"TradeInAmount": null,
"TradeInDescription": "",
"PaymentFactor": null,
"AnnualPercentageRate": 17.99,
"PrimaryPromotionId": 2029,
"SecondaryPromotionId": null,
"ClosedEndPaymentRateId": 5748,
"RepaymentTerms": "FortyEightMonths"
},
"CompletionCertificate": {
"TentativeCompletionDate": "06/05/2020",
"CompletionDate": null,
"ProductInstalledAtApplicantsAddress": null,
"ProductInstaller": null,
"Address": null
},
"Payment": null,
"Signature": {
"SignatureTypes": [
"Written"
],
"SignatureDate": "01/17/2020",
"ExcludeDatesOnPaperwork": false,
"ApplicationType": "Individual",
"Dealer": null,
"Applicant": null,
"CoApplicant": null,
"DocusignRedirectUrl": null
},
"DocumentSelection": {
"ContractState": "DE",
"ContractLanguage": "English",
"DownloadHardCopies": true
}
}
Submits paperwork for Download with ACH:
{
"LoanApplicationId": 12345,
"Application": {
"Applicant": {
"FirstName": "Test",
"MiddleInitial": "",
"LastName": "Tester",
"Suffix": null,
"Address": {
"Address1": "3433 Broadway St NE",
"Address2": "",
"City": "Minneapolis",
"State": "MN",
"PostalCode": "55555"
},
"EmailAddress": "test@test.com",
"PrimaryPhone": null,
"PrimaryPhoneType": null,
"SecondaryPhone": null,
"SecondaryPhoneType": null,
"IdentificationExpirationDate": "2022-01-01T00:00:00Z",
"IdentificationIssuedDate": "2019-01-01T00:00:00Z",
"IdentificationIssueState": "AL",
"IdentificationNumber": "T23532525",
"IdentificationType": "DriversLicense",
"IsIssueDatePresent": true,
"IsIssueStatePresent": true,
"ExpirationDateUnavailable": null
},
"CoApplicant": null,
"Dealer": {
"Name": "Test Dealer",
"Address": {
"Address1": "801 I 45 SOUTH",
"Address2": "",
"City": "CONROE",
"State": "TX",
"PostalCode": "55555"
},
"PhoneNumber": "9999999999"
}
},
"LoanParameters": {
"AmountFinanced": 5750.15,
"CreditType": "Revolving",
"ContractState": "DE",
"ContractLanguage": "English",
"ProductLineItems": [{
"Id": null,
"Description": "Test",
"ItemNumber": "",
"Quantity": 1,
"Price": 5000
}, {
"Id": null,
"Description": "test2",
"ItemNumber": "",
"Quantity": 1,
"Price": 1000
}
],
"DownPayment": 150.05,
"CompletionPayment": null,
"Fees": [],
"SalesTax": 50.2,
"TradeInAmount": null,
"TradeInDescription": "",
"PaymentFactor": "Two",
"AnnualPercentageRate": 17.99,
"PrimaryPromotionId": 2015,
"SecondaryPromotionId": 1901,
"ClosedEndPaymentRateId": 0,
"RepaymentTerms": null
},
"CompletionCertificate": {
"TentativeCompletionDate": "06/05/2020",
"CompletionDate": null,
"ProductInstalledAtApplicantsAddress": null,
"ProductInstaller": null,
"Address": null
},
"Payment":{
"PaymentFrequency":"OnceMonthly",
"PaymentAmount":50,
"DayOfMonthForFirstWithdrawal":1,
"DayOfMonthForSecondWithdrawal":null,
"MonthToWithdrawFirstPayment":1,
"BankInformation":{
"Name":"Fake Bank",
"Address":{
"Address1":"123 Fake St.",
"Address2":"",
"City":"Saint Paul",
"State":"MN",
"PostalCode":"55117"
},
"RoutingNumber":"900000001",
"AccountType":"Checking",
"AccountNumber":"12345678"
}
},
"Signature": {
"SignatureTypes": [
"Written"
],
"SignatureDate": "01/17/2020",
"ExcludeDatesOnPaperwork": false,
"ApplicationType": "Individual",
"Dealer": null,
"Applicant": null,
"CoApplicant": null,
"DocusignRedirectUrl": null
},
"DocumentSelection": {
"ContractState": "DE",
"ContractLanguage": "English",
"DownloadHardCopies": true
}
}
Submits paperwork for Download with LCC:
{
"LoanApplicationId": 12345,
"Application": {
"Applicant": {
"FirstName": "Test",
"MiddleInitial": "",
"LastName": "Tester",
"Suffix": null,
"Address": {
"Address1": "3433 Broadway St NE",
"Address2": "",
"City": "Minneapolis",
"State": "MN",
"PostalCode": "55555"
},
"EmailAddress": "test@test.com",
"PrimaryPhone": null,
"PrimaryPhoneType": null,
"SecondaryPhone": null,
"SecondaryPhoneType": null,
"IdentificationExpirationDate": "2022-01-01T00:00:00Z",
"IdentificationIssuedDate": "2019-01-01T00:00:00Z",
"IdentificationIssueState": "AL",
"IdentificationNumber": "T23532525",
"IdentificationType": "DriversLicense",
"IsIssueDatePresent": true,
"IsIssueStatePresent": true,
"ExpirationDateUnavailable": null
},
"CoApplicant": null,
"Dealer": {
"Name": "Test Dealer",
"Address": {
"Address1": "801 I 45 SOUTH",
"Address2": "",
"City": "CONROE",
"State": "TX",
"PostalCode": "55555"
},
"PhoneNumber": "9999999999"
}
},
"LoanParameters": {
"AmountFinanced": 5750.15,
"CreditType": "Revolving",
"ContractState": "DE",
"ContractLanguage": "English",
"ProductLineItems": [{
"Id": null,
"Description": "Test",
"ItemNumber": "",
"Quantity": 1,
"Price": 5000
}, {
"Id": null,
"Description": "test2",
"ItemNumber": "",
"Quantity": 1,
"Price": 1000
}
],
"DownPayment": 150.05,
"CompletionPayment": null,
"Fees": [],
"SalesTax": 50.2,
"TradeInAmount": null,
"TradeInDescription": "",
"PaymentFactor": "Two",
"AnnualPercentageRate": 17.99,
"PrimaryPromotionId": 2015,
"SecondaryPromotionId": 1901,
"ClosedEndPaymentRateId": 0,
"RepaymentTerms": null
},
"CompletionCertificate":{
"CompletionDate":"09/26/2020",
"ProductInstalledAtApplicantsAddress":true,
"ProductInstaller":"Seller",
"Address":{
"Address1":"3433 BROADWAY STREET NORTHEAST",
"Address2":"",
"City":"MINNEAPOLIS",
"State":"MN",
"PostalCode":"55413"
}
},
"Payment":null,
"Signature": {
"SignatureTypes": [
"Written"
],
"SignatureDate": "01/17/2020",
"ExcludeDatesOnPaperwork": false,
"ApplicationType": "Individual",
"Dealer": null,
"Applicant": null,
"CoApplicant": null,
"DocusignRedirectUrl": null
},
"DocumentSelection": {
"ContractState": "DE",
"ContractLanguage": "English",
"DownloadHardCopies": true
}
}
Response attributes from download option:
| Property | Nullable | Type | Description |
|---|---|---|---|
| DownloadUrl | Yes | String | Returns URL that you must use to download generated documents |
| ESignUrl | Yes | String | Returns null. |
Example response:
{
"DownloadUrl": "/api/applications/paperwork/{applicationId}/download?documentType=HardCopies",
"ESignUrl": null
}
Submits paperwork for DocuSign eSigning.
Example request:
{
"LoanApplicationId":12345,
"Application":{
"Applicant":{
"FirstName":"BROKER",
"MiddleInitial":"",
"LastName":"TEST",
"Suffix":"",
"Address":{
"Address1":"3433 BROADWAY STREET NORTHEAST",
"Address2":"",
"City":"MINNEAPOLIS",
"State":"MN",
"PostalCode":"55413"
},
"EmailAddress":"",
"PrimaryPhone":"6511234567",
"PrimaryPhoneType":"Cell",
"SecondaryPhoneType":null,
"IdentificationExpirationDate":"2022-01-01T06:00:00Z",
"IdentificationIssuedDate":"2019-01-01T06:00:00Z",
"IdentificationIssueState":"MN",
"IdentificationNumber":"T23532525",
"IdentificationType":"DriversLicense",
"IsIssueDatePresent":true,
"IsIssueStatePresent":true,
"ExpirationDateUnavailable":false
},
"CoApplicant":null,
"Dealer":{
"Name":"WATER TEST FILE",
"Address":{
"Address1":"111 ROAD-STREET",
"Address2":"",
"City":"ROME",
"State":"WY",
"PostalCode":"77456"
},
"PhoneNumber":"8002343663"
}
},
"LoanParameters":{
"AmountFinanced":5000,
"CreditType":"Revolving",
"ContractState":"MN",
"ContractLanguage":"English",
"ProductLineItems":[
{
"Id":null,
"Description":"Test",
"ItemNumber":"",
"Quantity":1,
"Price":5000
}
],
"DownPayment":0,
"CompletionPayment":null,
"Fees":[
],
"SalesTax":null,
"TradeInAmount": null,
"TradeInDescription": "",
"PaymentFactor":"OnePointZero",
"AnnualPercentageRate":5.9,
"PrimaryPromotionId":2233,
"SecondaryPromotionId":null,
"ClosedEndPaymentRateId":0,
"RepaymentTerms":null
},
"CompletionCertificate":{
"TentativeCompletionDate": "06/05/2020",
"CompletionDate": null,
"ProductInstalledAtApplicantsAddress": null,
"ProductInstaller": null,
"Address": null
},
"Payment":null,
"Signature":{
"SignatureTypes":[
"Written",
"Electronic"
],
"SignatureDate":"10/06/2020",
"ExcludeDatesOnPaperwork":false,
"ApplicationType":"Individual",
"Dealer":{
"Name":"Water Dealer",
"EmailAddress":"water@hotmail.com"
},
"Applicant":{
"EmailAddress":"test@hotmail.com",
"IdentificationType":"DriversLicense",
"IsUnitedStatesCitizen":true
},
"CoApplicant": null,
"DocusignRedirectUrl": "https://www.redirect-url.com"
},
"DocumentSelection":{
"ContractState":"MN",
"ContractLanguage":"English",
"DownloadHardCopies":false
}
}
Submits paperwork for DocuSign eSigning with ACH.
Example request:
{
"LoanApplicationId":12345,
"Application":{
"Applicant":{
"FirstName":"BROKER",
"MiddleInitial":"",
"LastName":"TEST",
"Suffix":"",
"Address":{
"Address1":"3433 BROADWAY STREET NORTHEAST",
"Address2":"",
"City":"MINNEAPOLIS",
"State":"MN",
"PostalCode":"55413"
},
"EmailAddress":"",
"PrimaryPhone":"6511234567",
"PrimaryPhoneType":"Cell",
"SecondaryPhoneType":null,
"IdentificationExpirationDate":"2022-01-01T06:00:00Z",
"IdentificationIssuedDate":"2019-01-01T06:00:00Z",
"IdentificationIssueState":"MN",
"IdentificationNumber":"T23532525",
"IdentificationType":"DriversLicense",
"IsIssueDatePresent":true,
"IsIssueStatePresent":true,
"ExpirationDateUnavailable":false
},
"CoApplicant":null,
"Dealer":{
"Name":"WATER TEST FILE",
"Address":{
"Address1":"111 ROAD-STREET",
"Address2":"",
"City":"ROME",
"State":"WY",
"PostalCode":"77456"
},
"PhoneNumber":"8002343663"
}
},
"LoanParameters":{
"AmountFinanced":5000,
"CreditType":"Revolving",
"ContractState":"MN",
"ContractLanguage":"English",
"ProductLineItems":[
{
"Id":null,
"Description":"Test",
"ItemNumber":"",
"Quantity":1,
"Price":5000
}
],
"DownPayment":0,
"CompletionPayment":null,
"Fees":[
],
"SalesTax":null,
"TradeInAmount": null,
"TradeInDescription": "",
"PaymentFactor":"OnePointZero",
"AnnualPercentageRate":5.9,
"PrimaryPromotionId":2233,
"SecondaryPromotionId":null,
"ClosedEndPaymentRateId":0,
"RepaymentTerms":null
},
"CompletionCertificate":{
"TentativeCompletionDate": "06/05/2020",
"CompletionDate": null,
"ProductInstalledAtApplicantsAddress": null,
"ProductInstaller": null,
"Address": null
},
"Payment":{
"PaymentFrequency":"OnceMonthly",
"PaymentAmount":50,
"DayOfMonthForFirstWithdrawal":1,
"DayOfMonthForSecondWithdrawal":null,
"MonthToWithdrawFirstPayment":1,
"BankInformation":{
"Name":"Fake Bank",
"Address":{
"Address1":"123 Fake St.",
"Address2":"",
"City":"Saint Paul",
"State":"MN",
"PostalCode":"55117"
},
"RoutingNumber":"900000001",
"AccountType":"Checking",
"AccountNumber":"12345678"
}
},
"Signature":{
"SignatureTypes":[
"Written",
"Electronic"
],
"SignatureDate":"10/06/2020",
"ExcludeDatesOnPaperwork":false,
"ApplicationType":"Individual",
"Dealer":{
"Name":"Water Dealer",
"EmailAddress":"water@hotmail.com"
},
"Applicant":{
"EmailAddress":"test@hotmail.com",
"IdentificationType":"DriversLicense",
"IsUnitedStatesCitizen":true
},
"CoApplicant": null,
"DocusignRedirectUrl": "https://www.redirect-url.com"
},
"DocumentSelection":{
"ContractState":"MN",
"ContractLanguage":"English",
"DownloadHardCopies":false
}
}
Submits paperwork for DocuSign eSigning with LCC.
Example request:
{
"LoanApplicationId":12345,
"Application":{
"Applicant":{
"FirstName":"BROKER",
"MiddleInitial":"",
"LastName":"TEST",
"Suffix":"",
"Address":{
"Address1":"3433 BROADWAY STREET NORTHEAST",
"Address2":"",
"City":"MINNEAPOLIS",
"State":"MN",
"PostalCode":"55413"
},
"EmailAddress":"",
"PrimaryPhone":"6511234567",
"PrimaryPhoneType":"Cell",
"SecondaryPhoneType":null,
"IdentificationExpirationDate":"2022-01-01T06:00:00Z",
"IdentificationIssuedDate":"2019-01-01T06:00:00Z",
"IdentificationIssueState":"MN",
"IdentificationNumber":"T23532525",
"IdentificationType":"DriversLicense",
"IsIssueDatePresent":true,
"IsIssueStatePresent":true,
"ExpirationDateUnavailable":false
},
"CoApplicant":null,
"Dealer":{
"Name":"WATER TEST FILE",
"Address":{
"Address1":"111 ROAD-STREET",
"Address2":"",
"City":"ROME",
"State":"WY",
"PostalCode":"77456"
},
"PhoneNumber":"8002343663"
}
},
"LoanParameters":{
"AmountFinanced":5000,
"CreditType":"Revolving",
"ContractState":"MN",
"ContractLanguage":"English",
"ProductLineItems":[
{
"Id":null,
"Description":"Test",
"ItemNumber":"",
"Quantity":1,
"Price":5000
}
],
"DownPayment":0,
"CompletionPayment":null,
"Fees":[
],
"SalesTax":null,
"TradeInAmount": null,
"TradeInDescription": "",
"PaymentFactor":"OnePointZero",
"AnnualPercentageRate":5.9,
"PrimaryPromotionId":2233,
"SecondaryPromotionId":null,
"ClosedEndPaymentRateId":0,
"RepaymentTerms":null
},
"CompletionCertificate":{
"CompletionDate":"09/26/2020",
"ProductInstalledAtApplicantsAddress":true,
"ProductInstaller":"Seller",
"Address":{
"Address1":"3433 BROADWAY STREET NORTHEAST",
"Address2":"",
"City":"MINNEAPOLIS",
"State":"MN",
"PostalCode":"55413"
}
},
"Payment":null,
"Signature":{
"SignatureTypes":[
"Written",
"Electronic"
],
"SignatureDate":"10/06/2020",
"ExcludeDatesOnPaperwork":false,
"ApplicationType":"Individual",
"Dealer":{
"Name":"Water Dealer",
"EmailAddress":"water@hotmail.com"
},
"Applicant":{
"EmailAddress":"test@hotmail.com",
"IdentificationType":"DriversLicense",
"IsUnitedStatesCitizen":true
},
"CoApplicant": null,
"DocusignRedirectUrl": "https://www.redirect-url.com"
},
"DocumentSelection":{
"ContractState":"MN",
"ContractLanguage":"English",
"DownloadHardCopies":false
}
}
Response attributes from esign option:
| Property | Nullable | Type | Description |
|---|---|---|---|
| DownloadUrl | Yes | String | Returns null. |
| ESignUrl | Yes | String | Returns URL for esigning. |
Example response:
{
"DownloadUrl": null,
"ESignUrl": "https://demo.docusign.net/Signing/MTRedeem/v1/6c61406d-40a4-49b5-b560-e9e9c26303a5?slt=eyJ0eXAiOiJNVCIsImFsZyI6IlJTMjU2Iiwia2lkIjoiNjgxODVmZjEtNGU1MS00Y2U5LWFmMWMtNjg5ODEyMjAzMzE3In0.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.TGvYaZR9QZvjJOodXLrHSI34N7w1sbb5EHF9wLr_yFYiG000nfoIvD2dlYWlw-L4epUsqCFVLu2ZxHnn__2OU9mSKs1M31b-T9LWmAsPx5d64YvtES6oyXzu-lX5KSZfYayOhoHxqtqGKTK8JJoKnZIp25x8pEZ4meaykNUqIwIznSpVOxCoAXkyR8o0WvHzahsUaDDHYKwSmKCNAuJmITc7y8amdUkXOkZhjEMBT7TsUgXDbmyOgAZV_rg4zTZLk3GYvFDCPWWNavBMczdcJmD-ZjHbhJ3UySucDbcBPA6-x6rCISdGwufBTKvwSss0-nhtBB2cYIp6eSpx6dQk6g"
}
Response attributes from email option:
| Property | Nullable | Type | Description |
|---|---|---|---|
| DownloadUrl | Yes | String | Returns null. |
| ESignUrl | Yes | String | Returns empty string. |
Example response:
{
"DownloadUrl": null,
"ESignUrl": ""
}
Submit LCC Only Paperwork
Submits paperwork (Lcc only) for a loan application.
POST /v3/api/applications/paperwork/submit/lcc
Request attributes:
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| LoanApplicationId | Required | Long | Must be a valid application id that the user has access to. Application must be in valid state. |
| CompletionCertificate | Required | Object | |
| Signature | Required | Object | Signature must be one of the three types: Download, e-sign and e-mail. |
| DocumentSelection | Required | Object |
"CompletionCertificate" attributes:
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| CompletionDate | Required | Date | Must be valid date. Date shouldn't be older than 50 years and greater than 3 years from today's date. |
| ProductInstalledAtApplicantsAddress | Required | Boolean | This field indicates whether or not the product was installed at the applicant's address. |
| ProductInstaller | Required | InstallerTypeEnum | Must be valid Enum value. |
| Address | Required | Object |
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| Address1 | Required | String | Cannot be empty value. |
| Address2 | Optional | String | This field indicates address line 2 for the address. |
| City | Required | String | Cannot be empty value. |
| State | Required | StateEnum | Must be valid Enum value. |
| PostalCode | Required | String | Must be valid for ^[0-9]{5}$ or ^[0-9]{5}-[0-9]{4}$. |
NOTE
Dealer, Applicant, CoApplicant and DocusignRedirectUrl are only for esign/email. For download those properties must be null.
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| SignatureTypes | Required | List of SignatureTypeEnum | For download - only ["Written"]. For e-sign: ["Written", "Electronic"]. For e-mail: ["Written","Email"]. |
| SignatureDate | Optional | Date | If there is no Full paperwork done on this application then date should be null. Otherwise date must equal the same date from full paperwork SignatureDate. |
| ExcludeDatesOnPaperwork | Required | Boolean | This field indicates whether or not to exlude dates on paperwork. |
| ApplicationType | Required | LoanApplicationTypeEnum | For applications with no co-applicant only Individual allowed. For applications with co-applicant only JointWithSpouse and JointWithNonSpouse allowed. |
| Dealer | Optional | Object | Has two properties. Name: which should be not empty and max length is 100. EmailAddress: not empty, valid email with max length of 100. |
| Applicant | Optional | Object | Has four properties. EmailAddress: not empty, valid email with max length of 100. IsUnitedStatesCitizen: boolean. ApplicantSigningLcc: Defaults to true. Is the applicant signing the LCC document. IdentificationType: LegalIdentificationTypeEnum |
| CoApplicant | Optional | Object | Applies only when application has co-applicant. Has four properties. EmailAddress: not empty, valid email with max length of 100. IsUnitedStatesCitizen: boolean. CoApplicantSigningLcc: Defaults to true. Is the co-applicant signing the LCC document. IdentificationType: LegalIdentificationTypeEnum |
| DocusignRedirectUrl | Optional | String | Must be valid URL only for e-sign option, otherwise null. |
"DocumentSelection" attributes:
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| ContractState | Required | StateEnum | Must be valid Enum value. |
| ContractLanguage | Required | LanguageTypeEnum | Must be valid Enum value. |
| DownloadHardCopies | Required | Boolean | Can be true only for Download option, otherwise should be false. |
Example request for download:
{
"LoanApplicationId": 12345,
"CompletionCertificate": {
"TentativeCompletionDate": null,
"CompletionDate": "08/18/2020",
"ProductInstalledAtApplicantsAddress": false,
"ProductInstaller": "NotRequired",
"Address": {
"Address1": "123 Main St",
"Address2": null,
"City": "Duluth",
"State": "MN",
"PostalCode": "55555"
}
},
"Signature": {
"SignatureTypes": [
"Written"
],
"SignatureDate": "09/16/2020",
"ExcludeDatesOnPaperwork": false,
"ApplicationType": "Individual",
"Dealer": null,
"Applicant": null,
"CoApplicant": null,
"DocusignRedirectUrl": null
},
"DocumentSelection": {
"ContractState": "DE",
"ContractLanguage": "English",
"DownloadHardCopies": true
}
}
Response attributes from download option:
| Property | Nullable | Type | Description |
|---|---|---|---|
| DownloadUrl | Yes | String | Returns URL that you must use to download generated documents |
| ESignUrl | Yes | String | Returns null. |
Example response:
{
"DownloadUrl": "/api/applications/paperwork/{applicationId}/download?documentType=CompletionCertificate",
"ESignUrl": null
}
Example request for DocuSign eSigning.
Example request:
{
"LoanApplicationId":12345,
"CompletionCertificate": {
"TentativeCompletionDate": null,
"CompletionDate":"10/06/2020",
"ProductInstalledAtApplicantsAddress":false,
"ProductInstaller":"NotRequired",
"Address": {
"Address1":"3433 Broadway St NE",
"Address2":null,
"City":"Minneapolis",
"State":"MN",
"PostalCode":"55413"
}
},
"Signature": {
"SignatureTypes": [
"Written",
"Electronic"
],
"SignatureDate":"09/16/2020",
"ExcludeDatesOnPaperwork":false,
"ApplicationType":"Individual",
"Dealer": {
"Name":"Water Dealer",
"EmailAddress":"water@hotmail.com"
},
"Applicant": {
"EmailAddress":"test@hotmail.com",
"IdentificationType":"DriversLicense",
"IsUnitedStatesCitizen":true
},
"CoApplicant": null,
"DocusignRedirectUrl": "https://www.redirect-url.com"
},
"DocumentSelection": {
"ContractState":"MN",
"ContractLanguage":"English",
"DownloadHardCopies":false
}
}
Response attributes from esign option:
| Property | Nullable | Type | Description |
|---|---|---|---|
| DownloadUrl | Yes | String | Returns null. |
| ESignUrl | Yes | String | Returns URL for esigning. |
Example response:
{
"DownloadUrl": null,
"ESignUrl": "https://demo.docusign.net/Signing/MTRedeem/v1/6c61406d-40a4-49b5-b560-e9e9c26303a5?slt=eyJ0eXAiOiJNVCIsImFsZyI6IlJTMjU2Iiwia2lkIjoiNjgxODVmZjEtNGU1MS00Y2U5LWFmMWMtNjg5ODEyMjAzMzE3In0.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.TGvYaZR9QZvjJOodXLrHSI34N7w1sbb5EHF9wLr_yFYiG000nfoIvD2dlYWlw-L4epUsqCFVLu2ZxHnn__2OU9mSKs1M31b-T9LWmAsPx5d64YvtES6oyXzu-lX5KSZfYayOhoHxqtqGKTK8JJoKnZIp25x8pEZ4meaykNUqIwIznSpVOxCoAXkyR8o0WvHzahsUaDDHYKwSmKCNAuJmITc7y8amdUkXOkZhjEMBT7TsUgXDbmyOgAZV_rg4zTZLk3GYvFDCPWWNavBMczdcJmD-ZjHbhJ3UySucDbcBPA6-x6rCISdGwufBTKvwSss0-nhtBB2cYIp6eSpx6dQk6g"
}
Response attributes from email option:
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| DownloadUrl | Optional | String | Returns null. |
| ESignUrl | Optional | String | Returns empty string. |
Example response:
{
"DownloadUrl": null,
"ESignUrl": ""
}
Submit ACH Only Paperwork
Submits paperwork (Ach only) for a loan application.
POST /v3/api/applications/paperwork/submit/ach
Request attributes:
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| LoanApplicationId | Required | Long | Must be a valid application id that the user has access to. Application must be in valid state. |
| Payment | Required | Object | |
| Signature | Required | Object | Signature must be one of the three types: Download, e-sign and e-mail. |
| DocumentSelection | Required | Object |
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| PaymentFrequency | Required | PaymentFrequencyEnum | Must be valid Enum value. |
| PaymentAmount | Optional | Decimal | Not negative number. Must be less than 100M. Max two numbers after decimal point. |
| DayOfMonthForFirstWithdrawal | Optional | Integer | Not negative number. "0" Is considered empty value. Max value is 31. |
| DayOfMonthForSecondWithdrawal | Optional | Integer | Must be null for PaymentFrequency: OnceMonthly. For TwiceMonthly applies same rules as DayOfMonthForFirstWithdrawal. |
| MonthToWithdrawFirstPayment | Optional | Integer | Not negative number. "0" Is considered empty value. Max value is 12. |
| BankInformation | Required | Object |
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| Name | Optional | String | When has value maximum length is 150. |
| Address | Optional | Object | All properties of Address are nullable. State must be valid StateEnum and PostalCode should match those one of those regex strings: ^[0-9]{5}$ or ^[0-9]{5}-[0-9]{4}$ |
| RoutingNumber | Required | String | Cannot be empty. Length is 9. Must be valid for regex: ^[0-9]+$. |
| AccountType | Optional | PaymentAccountTypeEnum | Must be valid Enum value. |
| AccountNumber | Required | String | Cannot be empty. Maximum length is 17. Must be valid for regex: ^[0-9]+$. |
NOTE
Dealer, Applicant, CoApplicant and DocusignRedirectUrl are only for esign/email. For download those properties must be null.
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| SignatureTypes | Required | List of SignatureTypeEnum | For download - only ["Written"]. For e-sign: ["Written", "Electronic"]. For e-mail: ["Written","Email"]. |
| SignatureDate | Optional | Date | If there is no Full paperwork done on this application then date should be null. Otherwise date must equal the same date from full paperwork SignatureDate. |
| ExcludeDatesOnPaperwork | Required | Boolean | |
| ApplicationType | Required | LoanApplicationTypeEnum | For applications with no co-applicant only Individual allowed. For applications with co-applicant only JointWithSpouse and JointWithNonSpouse allowed. |
| Dealer | Optional | Object | Has two properties. Name: which should be not empty and max length is 100. EmailAddress: not empty, valid email with max length of 100. |
| Applicant | Optional | Object | Has four properties. EmailAddress: not empty, valid email with max length of 100. IsUnitedStatesCitizen: boolean. ApplicantSigningAch: Defaults to true. Is the applicant signing the ACH document. IdentificationType: LegalIdentificationTypeEnum |
| CoApplicant | Optional | Object | Applies only when application has co-applicant. Has four properties. EmailAddress: not empty, valid email with max length of 100. IsUnitedStatesCitizen: boolean. CoApplicantSigningAch: Defaults to false. Is the co-applicant signing the ACH document. IdentificationType: LegalIdentificationTypeEnum |
| DocusignRedirectUrl | Optional | String | Must be valid URL only for e-sign option, otherwise null. |
"DocumentSelection" attributes:
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| ContractState | Required | StateEnum | Must be valid Enum value. |
| ContractLanguage | Required | LanguageTypeEnum | Must be valid Enum value. |
| DownloadHardCopies | Required | Boolean | Can be true only for Download option, otherwise should be false. |
Example request for download:
{
"LoanApplicationId": 12345,
"Payment": {
"PaymentFrequency": "OnceMonthly",
"PaymentAmount": 2,
"DayOfMonthForFirstWithdrawal": 1,
"DayOfMonthForSecondWithdrawal": null,
"MonthToWithdrawFirstPayment": 1,
"BankInformation": {
"Name": "Test Bank",
"Address": {
"Address1": "123 Main St",
"Address2": "",
"City": "Duluth",
"State": "MN",
"PostalCode": "55555"
},
"RoutingNumber": "123456789",
"AccountType": "Checking",
"AccountNumber": "987654321"
}
},
"Signature": {
"SignatureTypes": [
"Written"
],
"SignatureDate": "09/16/2020",
"ExcludeDatesOnPaperwork": false,
"ApplicationType": "Individual",
"Dealer": null,
"Applicant": null,
"CoApplicant": null,
"DocusignRedirectUrl": null
},
"DocumentSelection": {
"ContractState": "DE",
"ContractLanguage": "English",
"DownloadHardCopies": true
}
}
Response attributes from download option:
| Property | Nullable | Type | Description |
|---|---|---|---|
| DownloadUrl | Yes | String | Returns URL that you must use to download generated documents |
| ESignUrl | Yes | String | Returns null. |
Example response:
{
"DownloadUrl": "/api/applications/paperwork/{applicationId}/download?documentType=HardCopies",
"ESignUrl": null
}
Example request for DocuSign eSigning.
{
"LoanApplicationId":12345,
"Payment": {
"PaymentFrequency":"OnceMonthly",
"PaymentAmount":50,
"DayOfMonthForFirstWithdrawal":15,
"DayOfMonthForSecondWithdrawal":null,
"MonthToWithdrawFirstPayment":1,
"BankInformation": {
"Name":"Wellsfargo",
"Address": {
"Address1":"123 Fake St.",
"Address2":"",
"City":"Saint Paul",
"State":"MN",
"PostalCode":"55103"
},
"RoutingNumber":"100000009",
"AccountType":"Checking",
"AccountNumber":"10001000"
}
},
"Signature":{
"SignatureTypes": [
"Written",
"Electronic"
],
"SignatureDate":"09/16/2020",
"ExcludeDatesOnPaperwork":false,
"ApplicationType":"Individual",
"Dealer": {
"Name":"Water Dealer",
"EmailAddress":"water@hotmail.com"
},
"Applicant": {
"EmailAddress":"test@hotmail.com",
"IdentificationType":"DriversLicense",
"IsUnitedStatesCitizen":true
},
"CoApplicant": null,
"DocusignRedirectUrl": "https://www.redirect-url.com"
},
"DocumentSelection": {
"ContractState":"MN",
"ContractLanguage":"English",
"DownloadHardCopies":false
}
}
Response attributes from esign option:
| Property | Nullable | Type | Description |
|---|---|---|---|
| DownloadUrl | Yes | String | Returns null. |
| ESignUrl | Yes | String | Returns URL for esigning. |
Example response:
{
"DownloadUrl": null,
"ESignUrl": "https://demo.docusign.net/Signing/MTRedeem/v1/6c61406d-40a4-49b5-b560-e9e9c26303a5?slt=eyJ0eXAiOiJNVCIsImFsZyI6IlJTMjU2Iiwia2lkIjoiNjgxODVmZjEtNGU1MS00Y2U5LWFmMWMtNjg5ODEyMjAzMzE3In0.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.TGvYaZR9QZvjJOodXLrHSI34N7w1sbb5EHF9wLr_yFYiG000nfoIvD2dlYWlw-L4epUsqCFVLu2ZxHnn__2OU9mSKs1M31b-T9LWmAsPx5d64YvtES6oyXzu-lX5KSZfYayOhoHxqtqGKTK8JJoKnZIp25x8pEZ4meaykNUqIwIznSpVOxCoAXkyR8o0WvHzahsUaDDHYKwSmKCNAuJmITc7y8amdUkXOkZhjEMBT7TsUgXDbmyOgAZV_rg4zTZLk3GYvFDCPWWNavBMczdcJmD-ZjHbhJ3UySucDbcBPA6-x6rCISdGwufBTKvwSss0-nhtBB2cYIp6eSpx6dQk6g"
}
Response attributes from email option:
| Property | Nullable | Type | Description |
|---|---|---|---|
| DownloadUrl | Yes | String | Returns null. |
| ESignUrl | Yes | String | Returns empty string. |
Example response:
{
"DownloadUrl": null,
"ESignUrl": ""
}
Download Paperwork
Downloads paperwork for an existing, approved application.
The response for this payload is a PDF via application/octet-stream.
NOTE
Paperwork must be submitted to an endpoint with download option configured and the direct URL for the download will be returned in the response field DownloadUrl.
GET /v3/api/applications/paperwork/{applicationId}/download?documentType={PaperworkDocumentEnum}
Request URL query parameters:
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| applicationId | Required | Long | Use value from response of paperwork submission. |
| PaperworkDocumentEnum | Required | String | Use value from response of paperwork submission. |
Document's Signed Status
Retrieves a document's signed status for a specified application with paperwork already completed. This will return the signed document status for any and all documents for a specified application. Our signing mechanism is DocuSign.
GET /v3/api/applications/paperwork/{applicationId}/signed-status
Request URL query parameters:
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| applicationId | Required | Long | Valid application Id that user has access to. |
NOTE
Response is an List of paperwork submission items: FULL, ACH, LCC.
Response attributes:
| Property | Nullable | Type | Description |
|---|---|---|---|
| SignatureInformation | No | List of Objects | |
| SignatureType | No | String | Type of paperwork submission: FULL, ACH, LCC. |
"SignatureInformation" attributes:
| Property | Nullable | Type | Description |
|---|---|---|---|
| SigneeType | No | String | Indicates the type of signee. |
| DateSent | Yes | Date | The date paperwork was sent. |
| DateSigned | Yes | Date | The date the paperwork was signed. |
| EmailAddress | Yes | String | Email address for the signee. |
| AccessCode | Yes | String | Acces code to access DocuSign paperwork. |
| Reviewed | Yes | Boolean | This property is dedicated only to ACH email/electronic signature Type. It will be true if dealer reviewed documents, otherwise false. For any other type it always going to be null. |
Example response:
[
{
"SignatureInformation": [
{
"SigneeType": "Applicant",
"DateSent": "2020-09-22T16:02:44.66Z",
"DateSigned": "2020-09-23T14:06:03.943Z",
"EmailAddress": "support@aquafinance.com",
"AccessCode": null,
"Reviewed": null
},
{
"SigneeType": "CoApplicant",
"DateSent": "2020-09-22T14:07:44.017Z",
"DateSigned": "2020-09-23T14:07:44.017Z",
"EmailAddress": "support@aquafinance.com",
"AccessCode": null,
"Reviewed": null
},
{
"SigneeType": "Dealer",
"DateSent": "2020-09-22T14:09:18.68Z",
"DateSigned": "2020-09-23T14:09:18.68Z",
"EmailAddress": "support@aquafinance.com",
"AccessCode": "000123.000DT",
"Reviewed": null
}
],
"SignatureType": "FULL"
}
]
Resend Documents
Resends documents for already existing electronic paperwork.
POST v3/api/applications/paperwork/{applicationId}/esign-resend
Request URL query parameters:
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| applicationId | Required | Long | Valid application Id that user has access to. |
| Property | Required/Optional | Type | Description |
|---|---|---|---|
| DocumentTypes | Required | Array | Array of valid PaperworkDocumentEnum strings |
Example request:
{
"DocumentTypes": [
"FULL",
"LCC",
"ACH"
]
}
Example response: 200 OK