# Lendflow - [Lendflow](https://docs.lendflow.com/index.md) - [Introduction](https://docs.lendflow.com/api-docs/docs/introduction.md) - [Authentication Overview](https://docs.lendflow.com/lendflow-external/docs/authentication-overview.md) - [Integration Tokens](https://docs.lendflow.com/lendflow-external/docs/integration-tokens.md) - [Errors](https://docs.lendflow.com/api-docs/docs/errors.md) - [Lendflow MCP](https://docs.lendflow.com/lendflow-external/docs/mcp-overview.md): Connect external AI clients to Lendflow through the Model Context Protocol. - [Connect Lendflow MCP](https://docs.lendflow.com/lendflow-external/docs/connect-lendflow-mcp.md): Connect an external AI client to Lendflow using the Model Context Protocol. - [MCP Tools](https://docs.lendflow.com/lendflow-external/docs/mcp-tools.md): Understand the Lendflow tools available to external MCP clients. - [Getting Started with Lendflow](https://docs.lendflow.com/lendflow-external/docs/getting-started.md) - [Golden Path for Funders](https://docs.lendflow.com/api-docs/docs/golden-path-for-funder-utilize-webhook-notifications-retrieve-data-and-submit-offers.md) - [Embedding The Application Widget](https://docs.lendflow.com/lendflow-external/docs/embedding-the-application-widget.md) - [Embed The Borrower Platform Into Your Product](https://docs.lendflow.com/lendflow-external/docs/embed-the-borrower-platform-into-your-landing-page.md) - [Application Widget](https://docs.lendflow.com/lendflow-external/docs/application-widget.md) - [Widgets for Existing Deals](https://docs.lendflow.com/lendflow-external/docs/widgets-for-existing-deals.md) - [Borrower Platform](https://docs.lendflow.com/lendflow-external/docs/borrower-platform.md) - [Authenticate Users Against The Borrower Platform](https://docs.lendflow.com/lendflow-external/docs/authenticate-users-against-the-borrower-platform.md) - [Submit A New Application Via The API](https://docs.lendflow.com/api-docs/docs/submit-a-new-application-via-the-api.md) - [Manage an Application via the API](https://docs.lendflow.com/api-docs/docs/manage-an-application-via-the-api.md) - [Lendflow Validations For Data Collection](https://docs.lendflow.com/api-docs/reference/lendflow-validations-for-application-stage.md) - [Verifying Webhook Authenticity](https://docs.lendflow.com/lendflow-external/docs/verifying-webhook-authenticity.md) - [The Workflow Builder](https://docs.lendflow.com/lendflow-external/docs/what-is-the-workflow-builder.md) - [Workflow Statuses](https://docs.lendflow.com/lendflow-external/docs/custom-dead-statuses-and-sub-statuses.md) - [Email Notifications](https://docs.lendflow.com/lendflow-external/docs/email-notifications.md) - [Custom Workflows Webhooks](https://docs.lendflow.com/lendflow-external/docs/custom-workflows-webhooks.md) - [Data Orchestration](https://docs.lendflow.com/product-guides/dashboard/data-orchestration/data-orchestration.md) - [Run Data Orchestration on a Deal](https://docs.lendflow.com/lendflow-external/docs/manual-trigger-to-run-orchestration-within-a-deal.md) - [Data Orchestration via API](https://docs.lendflow.com/lendflow-external/docs/how-to-run-orchestration-via-api.md) - [Creating Scorecards and Scorecard Groups](https://docs.lendflow.com/lendflow-external/docs/how-to-create-a-scorecard-templatedocs.md) - [Run Scorecards on a Deal](https://docs.lendflow.com/lendflow-external/docs/how-to-run-a-scorecard-in-a-deal.md) - [Scorecard Reports and Backtesting](https://docs.lendflow.com/lendflow-external/docs/the-backtest-report-feature.md) - [Scorecards via API](https://docs.lendflow.com/lendflow-external/docs/scorecards-via-api.md) - [Custom Attributes](https://docs.lendflow.com/lendflow-external/docs/creating-custom-attributes.md) - [Attribute Functions Reference](https://docs.lendflow.com/lendflow-external/docs/available-functions.md) - [Online Checkout](https://docs.lendflow.com/lendflow-external/docs/online-checkout.md) - [Email Templates](https://docs.lendflow.com/lendflow-external/docs/creating-and-managing-email-templates.md) - [Command Bar](https://docs.lendflow.com/lendflow-external/docs/command-bar.md) - [Overview](https://docs.lendflow.com/lendflow-external/docs/smartviews-overview.md) - [Use Cases](https://docs.lendflow.com/lendflow-external/docs/smartview-use-cases.md) - [Using the Deals Page](https://docs.lendflow.com/lendflow-external/docs/using-the-deals-page.md) - [Manage a Deal in Workflow Live](https://docs.lendflow.com/lendflow-external/docs/viewing-different-stages.md) - [Business Profiles: Finding the "Owners" Section and Editing Ownership](https://docs.lendflow.com/lendflow-external/docs/business-profiles-finding-the-owners-section-and-editing-ownership.md) - [Business Profiles: Understanding The Relations Diagram](https://docs.lendflow.com/lendflow-external/docs/business-profiles-understanding-the-relations-diagram.md) - [Deal Information In Business And Individual Profiles](https://docs.lendflow.com/lendflow-external/docs/deal-information-in-business-and-individual-profiles.md) - [Creation of Business and Individual Profiles: Unique Identifiers](https://docs.lendflow.com/lendflow-external/docs/creation-of-business-and-individual-profiles-unique-identifiers.md) - [Relationships Between Entity Profiles](https://docs.lendflow.com/lendflow-external/docs/relationships-between-entity-profiles.md) - [Types Of Business Entities](https://docs.lendflow.com/lendflow-external/docs/types-of-business-entities.md) - [Data Provider Status Messages](https://docs.lendflow.com/api-docs/docs/error-handling-external-data-provider-status-messages.md) - [Socure KYC](https://docs.lendflow.com/api-docs/docs/socure-2.md) - [Ekata KYC](https://docs.lendflow.com/api-docs/docs/ekata.md) - [Clear KYC](https://docs.lendflow.com/api-docs/docs/clear.md) - [LexisNexis KYC](https://docs.lendflow.com/api-docs/docs/lexis-nexis.md) - [LexisNexis Email Search](https://docs.lendflow.com/api-docs/docs/lexisnexis-email-search.md) - [Vouched KYC](https://docs.lendflow.com/api-docs/docs/vouched-kyc.md) - [OpenCorporates Officer Search](https://docs.lendflow.com/api-docs/docs/opencorporates-officer-search.md) - [TaxStatus Verify Individual](https://docs.lendflow.com/api-docs/docs/taxstatus-kyc.md) - [Experian KYB](https://docs.lendflow.com/api-docs/docs/experian-business-facts.md) - [Middesk KYB](https://docs.lendflow.com/api-docs/docs/middesk-1.md) - [Clear KYB](https://docs.lendflow.com/api-docs/docs/clear-1.md) - [LexisNexis KYB](https://docs.lendflow.com/api-docs/docs/lexis-nexis-1.md) - [Dun & Bradstreet Company Information](https://docs.lendflow.com/api-docs/docs/dun-bradstreet-company-information.md) - [Enigma](https://docs.lendflow.com/api-docs/docs/enigma-lookup.md) - [Baselayer KYB](https://docs.lendflow.com/api-docs/docs/baselayer-kyb.md) - [OpenCorporates KYB](https://docs.lendflow.com/api-docs/docs/opencorporates-kyb.md) - [Equifax Business Match](https://docs.lendflow.com/api-docs/docs/equifax-business-match.md) - [TaxStatus Verify Business](https://docs.lendflow.com/api-docs/docs/taxstatus-verify-business.md) - [LexisNexis Contact Card](https://docs.lendflow.com/api-docs/docs/lexisnexis-contact-card.md) - [DataMerch Business Search](https://docs.lendflow.com/api-docs/docs/datamerch-business-search.md) - [FMCSA Company Info](https://docs.lendflow.com/api-docs/docs/fmcsa-company-info.md) - [Google Business Profile](https://docs.lendflow.com/api-docs/docs/google-business-profile.md) - [BBB Business Search](https://docs.lendflow.com/api-docs/docs/bbb-business-search.md) - [Foursquare Business Search](https://docs.lendflow.com/api-docs/docs/foursquare-business-search.md) - [Manta Business Search](https://docs.lendflow.com/api-docs/docs/manta-business-search.md) - [Tripadvisor Business Search](https://docs.lendflow.com/api-docs/docs/tripadvisor-business-search.md) - [Yellow Pages Business Search](https://docs.lendflow.com/api-docs/docs/yellow-pages-business-search.md) - [Yelp Business Search](https://docs.lendflow.com/api-docs/docs/yelp-business-search.md) - [SentiLink Match](https://docs.lendflow.com/api-docs/docs/sentilink-1.md) - [Dun & Bradstreet Business Match](https://docs.lendflow.com/api-docs/docs/dun-bradstreet.md) - [Experian Business Match](https://docs.lendflow.com/api-docs/docs/experian-12.md) - [Experian Business Quick Search](https://docs.lendflow.com/api-docs/docs/experian-business-quick-search.md) - [Clear Business Match](https://docs.lendflow.com/api-docs/docs/clear-business-match.md) - [Clear Individual Match](https://docs.lendflow.com/api-docs/docs/clear-individual-match.md) - [Enigma](https://docs.lendflow.com/api-docs/docs/enigma-match.md) - [Middesk Business Match](https://docs.lendflow.com/api-docs/docs/middesk-business-match.md) - [OpenCorporates Company Search](https://docs.lendflow.com/api-docs/docs/opencorporates-company-search.md) - [ArsenAI Enrich Match](https://docs.lendflow.com/api-docs/docs/arsenai-enrich-match.md) - [Socure Fraud](https://docs.lendflow.com/api-docs/docs/socure-1.md) - [Sentilink Fraud](https://docs.lendflow.com/api-docs/docs/sentilink.md) - [Experian Fraud](https://docs.lendflow.com/api-docs/docs/experian-11.md) - [Plaid](https://docs.lendflow.com/api-docs/docs/plaid.md) - [Ocrolus Cash Flow Analysis](https://docs.lendflow.com/api-docs/docs/ocrolus.md) - [MoneyThumb Cash Flow Analysis](https://docs.lendflow.com/api-docs/docs/moneythumb.md) - [PrismData Cash Flow Analysis](https://docs.lendflow.com/api-docs/docs/prismdata.md) - [Codat Accounting](https://docs.lendflow.com/api-docs/docs/codat.md) - [Document Data Extraction](https://docs.lendflow.com/api-docs/docs/document-data-extraction.md) - [Chart Tax Data](https://docs.lendflow.com/api-docs/docs/chart-tax-data.md) - [Numverify](https://docs.lendflow.com/api-docs/docs/numverify.md) - [Twilio Lookup](https://docs.lendflow.com/api-docs/docs/twilio-lookup.md) - [Dun & Bradstreet Business Credit](https://docs.lendflow.com/api-docs/docs/dun-bradstreet-business-credit.md) - [Experian Business Credit](https://docs.lendflow.com/api-docs/docs/experian-10.md) - [Experian GDN Business Credit](https://docs.lendflow.com/api-docs/docs/experian-global-company-reports.md) - [LexisNexis Business Credit](https://docs.lendflow.com/api-docs/docs/lexis-nexis-business-credit.md) - [Equifax SBFE Report Business Credit](https://docs.lendflow.com/api-docs/docs/equifax-sbfe-report.md) - [Equifax CFN Report Business Credit](https://docs.lendflow.com/api-docs/docs/equifax-cfn-report.md) - [Experian Commercial Collections](https://docs.lendflow.com/api-docs/docs/experian-9.md) - [Experian Credit Status](https://docs.lendflow.com/api-docs/docs/experian-8.md) - [Experian Personal Credit](https://docs.lendflow.com/api-docs/docs/experian-7.md) - [Equifax Personal Credit](https://docs.lendflow.com/api-docs/docs/equifax.md) - [TransUnion Personal Credit](https://docs.lendflow.com/api-docs/docs/transunion-personal-credit.md) - [LexisNexis Personal Credit](https://docs.lendflow.com/api-docs/docs/lexis-nexis-personal-credit.md) - [Spinwheel Personal Credit](https://docs.lendflow.com/api-docs/docs/spinwheel-personal-credit.md) - [Experian BOP Score Models](https://docs.lendflow.com/api-docs/docs/experian-bop-score-models.md) - [Experian BOP Factor Codes](https://docs.lendflow.com/api-docs/docs/experian-bop-factor-codes.md) - [Experian Legal Collections](https://docs.lendflow.com/api-docs/docs/experian-6.md) - [Experian Bankruptcies](https://docs.lendflow.com/api-docs/docs/experian-5.md) - [Middesk Bankruptcies](https://docs.lendflow.com/api-docs/docs/middesk.md) - [LexisNexis Bankruptcies](https://docs.lendflow.com/api-docs/docs/lexisnexis-4.md) - [Clear Bankruptcies](https://docs.lendflow.com/api-docs/docs/clear-bankruptcies.md) - [Experian Judgments](https://docs.lendflow.com/api-docs/docs/experian-4.md) - [LexisNexis Judgments](https://docs.lendflow.com/api-docs/docs/lexisnexis-3.md) - [Experian UCC Filings](https://docs.lendflow.com/api-docs/docs/experian-3.md) - [Clear Business UCC Filings](https://docs.lendflow.com/api-docs/docs/clear-business-ucc-filings.md) - [Clear Individual UCC Filings](https://docs.lendflow.com/api-docs/docs/clear-individual-ucc-filings.md) - [LexisNexis UCC Filings](https://docs.lendflow.com/api-docs/docs/lexisnexis-2.md) - [Experian Liens](https://docs.lendflow.com/api-docs/docs/experian-2.md) - [Clear Business Liens](https://docs.lendflow.com/api-docs/docs/clear-business-liens.md) - [Clear Individual Liens](https://docs.lendflow.com/api-docs/docs/clear-individual-liens.md) - [LexisNexis Liens](https://docs.lendflow.com/api-docs/docs/lexisnexis-1.md) - [Middesk Liens](https://docs.lendflow.com/api-docs/docs/middesk-liens.md) - [Clear Court Search](https://docs.lendflow.com/api-docs/docs/clear-court-search.md) - [Clear Business Litigation](https://docs.lendflow.com/api-docs/docs/clear-business-litigation.md) - [Clear Individual Litigation](https://docs.lendflow.com/api-docs/docs/clear-individual-litigation.md) - [Clear Adverse Media](https://docs.lendflow.com/api-docs/docs/clear-adverse-media.md) - [Experian Corporate Registrations](https://docs.lendflow.com/api-docs/docs/experian-1.md) - [Inscribe Document Verification](https://docs.lendflow.com/api-docs/docs/inscribe.md) - [Persona Document Verification](https://docs.lendflow.com/api-docs/docs/persona.md) - [bluCognition](https://docs.lendflow.com/api-docs/docs/blucognition.md) - [Ocrolus Document Verification](https://docs.lendflow.com/api-docs/docs/ocrolus-document-verification.md) - [Experian Business Contacts](https://docs.lendflow.com/api-docs/docs/experian.md) - [Managing Users and Roles](https://docs.lendflow.com/lendflow-external/docs/user-roles.md) - [Lender Network](https://docs.lendflow.com/lendflow-external/docs/lender-network.md) - [Email Integration](https://docs.lendflow.com/api-docs/docs/email-integration.md) - [MCA Track](https://docs.lendflow.com/lendflow-external/docs/mca-track.md) - [Get Bearer Token](https://docs.lendflow.com/api-reference/authentication/get-bearer-token.md): Exchanges login credentials for a bearer token used to authenticate subsequent API requests. - [Refresh Access Token](https://docs.lendflow.com/api-reference/authentication/refresh-access-token.md): Exchanges the current bearer token for a new one, restarting the two-hour expiration window. The old token is invalidated and can no longer be used. - [Get Current User](https://docs.lendflow.com/api-reference/authentication/get-current-user.md): Returns the authenticated user's profile, including notifications, preferences, and permission details. - [List Personal Access Tokens](https://docs.lendflow.com/api-reference/access-tokens/list-personal-access-tokens.md): Returns a paginated list of personal access tokens including active, revoked, and expired tokens. Supports filtering by token status. - [Create Personal Access Token](https://docs.lendflow.com/api-reference/access-tokens/create-personal-access-token.md): Generates a new personal access token with the specified name, abilities (scopes), expiration time, and description. Returns the token resource with the plain text token that should be securely stored by the client (it will only be shown once). - [Update Personal Access Token](https://docs.lendflow.com/api-reference/access-tokens/update-personal-access-token.md): Updates the name, description, abilities (scopes), expiration, and rate limits of an existing active personal access token. - [Revoke Personal Access Token](https://docs.lendflow.com/api-reference/access-tokens/revoke-personal-access-token.md): Revokes the token immediately, so it can no longer be used to authenticate API requests. - [Create Application Using Workflow Builder](https://docs.lendflow.com/api-reference/workflow-management/create-application-using-workflow-builder.md): Creates a new application from workflow field data and returns the created application. Submitted values are mapped through the workflow's field definitions to the application, its business, and its owners. - [List Applications](https://docs.lendflow.com/api-reference/workflow-management/list-applications.md): Returns a paginated list of applications filtered by the supported query parameters. The legacy `GET /applications/filter` URI serves the same handler and remains supported. - [Get Application](https://docs.lendflow.com/api-reference/workflow-management/get-application.md): Returns the full details for a single application, including business, owner, document, and workflow information. Pass `with_underwriting=true` to include underwriting details in the response. - [Update Application](https://docs.lendflow.com/api-reference/workflow-management/update-application.md): Updates the application's attributes and returns the updated application. Tracking tokens, UTM parameters, and user assignments are synced when they are included in the request. - [Delete Application](https://docs.lendflow.com/api-reference/workflow-management/delete-application.md): Deletes the specified application. Returns an empty response with a 204 status on success. - [Get Application Workflow](https://docs.lendflow.com/api-reference/workflow-management/get-application-workflow.md): Returns the latest version of the workflow tied to the application, including its full content. - [Update Application Workflow Data](https://docs.lendflow.com/api-reference/workflow-management/update-application-workflow-data.md): Applies partial updates to an application and its related business and owners. Submitted values are mapped through the workflow's field definitions and saved within a single transaction, so a failed update leaves nothing changed. - [Update Application Stips](https://docs.lendflow.com/api-reference/workflow-management/update-application-stips.md): Replaces the set of stips assigned to the application with the requested list and returns the application's updated stip collection. Stips left out of the request are removed from the application. - [Update Application Deal Mode](https://docs.lendflow.com/api-reference/workflow-management/update-application-deal-mode.md): Switches the application between live and test deal modes and confirms whether the change was applied. - [Update the application's assigned users (Underwriter, Analyst, etc.)](https://docs.lendflow.com/api-reference/workflow-management/update-the-applications-assigned-users-underwriter-analyst-etc.md): Only the assignments present in the payload are changed. Send a user ID to assign a role, or an explicit null to clear it; omitted roles are left untouched. - [Get Workflow Status](https://docs.lendflow.com/api-reference/workflow-management/get-workflow-status.md): Returns the workflow statuses and sub-statuses available for the application, including each status's visibility, color, and ordering weight. - [Update Workflow Status](https://docs.lendflow.com/api-reference/workflow-management/update-workflow-status.md): Sets the application's workflow status and sub-status and returns the updated workflow. For declined applications, the decline reason is kept in sync with the new status. - [Move to Next Workflow Stage](https://docs.lendflow.com/api-reference/workflow-management/move-to-next-workflow-stage.md): Advances the application to the next stage in its workflow. For dynamic workflows, the next stage must already have been added before the application can move to it. - [Roll Back Workflow Stage](https://docs.lendflow.com/api-reference/workflow-management/roll-back-workflow-stage.md): Moves the application back to the previous stage in its workflow. Works for both linear and dynamic workflows. - [Decline Application](https://docs.lendflow.com/api-reference/workflow-management/decline-application.md): Marks the application as declined, recording the reason, sub-reason, and any notes. Optionally sends a decline notification email to the applicant. - [Revive Application](https://docs.lendflow.com/api-reference/workflow-management/revive-application.md): Restores a previously declined application so it can continue through its workflow. - [Get Application Links](https://docs.lendflow.com/api-reference/workflow-management/get-application-links.md): Returns links and tokens for connecting services to the application, including Plaid, DocuSign, Codat, and Rutter, plus resume and bank statement collection links. Only the requested services are included; when none are specified, the Plaid link token and DocuSign link are returned. - [Create Temporary Application Links](https://docs.lendflow.com/api-reference/workflow-management/create-temporary-application-links.md): Generates short-lived links the applicant can use to complete actions such as signing consent, connecting accounts, uploading documents, or accessing the borrower platform. Most links expire after two days, while Plaid links remain valid for 31 days. - [Save Consent as a Signed Document for the Specified Application Owner](https://docs.lendflow.com/api-reference/workflow-management/save-consent-as-a-signed-document-for-the-specified-application-owner.md) - [Duplicate Application](https://docs.lendflow.com/api-reference/workflow-management/duplicate-application.md): Creates a copy of an existing application and returns the new application. The copy can target a different workflow template, client, or set of assigned users, and can optionally carry over the original application's documents. - [List Application Notes](https://docs.lendflow.com/api-reference/workflow-management/list-application-notes.md): Returns a paginated list of notes across the applications visible to the authenticated user, most recently updated first. Results can be narrowed with a search term matched against the note text. - [Create Application Note](https://docs.lendflow.com/api-reference/workflow-management/create-application-note.md): Creates a note on an application, attributed to the authenticated user. - [Update Application Note](https://docs.lendflow.com/api-reference/workflow-management/update-application-note.md): Updates the content of an existing note. - [Delete Application Note](https://docs.lendflow.com/api-reference/workflow-management/delete-application-note.md): Permanently removes a note from its application. - [Enrich Business Credit Application](https://docs.lendflow.com/api-reference/workflow-management/enrich-business-credit-application.md): Queues enrichment of the application's underwriting data from the requested third-party data providers. Enrichment runs asynchronously; the response confirms the work has been queued. - [Create Document Verification](https://docs.lendflow.com/api-reference/workflow-management/create-document-verification.md): Verify a document against a 3rd party service. Currently supports Persona's government ID verification, Inscribe document verification and Socure's government ID verification. - [Get Commercial Data](https://docs.lendflow.com/api-reference/workflow-management/get-commercial-data.md): Returns the commercial data gathered for an application, combining the results of each data service that ran. Results can be narrowed to specific services. - [Sample Payload - Workflow](https://docs.lendflow.com/api-reference/workflow-management/sample-payload--workflow.md): Show a sample payload that the user can use as a template/guide when submitting data to update an application. - [List Application Files](https://docs.lendflow.com/api-reference/documents/list-application-files.md): Returns all files attached to an application, including who uploaded each file and any comments left on it. - [Upload Application File](https://docs.lendflow.com/api-reference/documents/upload-application-file.md): Uploads a single file to an application. The file is automatically categorized based on its contents. - [Upload Multiple Application Files](https://docs.lendflow.com/api-reference/documents/upload-multiple-application-files.md): Uploads several files to an application in a single request. Each file is automatically categorized based on its contents. - [Get Required Application Documents](https://docs.lendflow.com/api-reference/documents/get-required-application-documents.md): Returns the documents an application is required to provide and whether each one has been completed. Results can be limited to offer stipulations only. - [Download Selected Application Files](https://docs.lendflow.com/api-reference/documents/download-selected-application-files.md): Downloads the selected files bundled into a single zip archive. - [Get Application File](https://docs.lendflow.com/api-reference/documents/get-application-file.md): Returns the file's raw contents, served inline with its original content type. - [Download Application File](https://docs.lendflow.com/api-reference/documents/download-application-file.md): Downloads the file's contents as an attachment under its original file name. - [Update Application File](https://docs.lendflow.com/api-reference/documents/update-application-file.md): Updates a file's document type, name, or owner. Only the fields provided are changed. - [Sync Application Files With Funders](https://docs.lendflow.com/api-reference/documents/sync-application-files-with-funders.md): Sends the selected application files to the deals placed with the requested funders. - [Delete Application File](https://docs.lendflow.com/api-reference/documents/delete-application-file.md): Permanently deletes a file, along with any signed documents generated from it. - [List Application Placements](https://docs.lendflow.com/api-reference/placements/list-application-placements.md): Returns all placements created for an application, most recent first, along with each placement's funder responses and offer count. - [Create Lender Placement](https://docs.lendflow.com/api-reference/placements/create-lender-placement.md): Submits an application to a funder, creating a placement that is delivered through the funder's configured integration method. - [Get Application Placement](https://docs.lendflow.com/api-reference/placements/get-application-placement.md): Returns a single placement, including its funder responses, offer count, and the files sent to the funder. - [Update Lender Placement](https://docs.lendflow.com/api-reference/placements/update-lender-placement.md): Updates the details of an existing placement. When the placement is linked to another, the linked placement receives the same changes. - [Update Lender Placement Status](https://docs.lendflow.com/api-reference/placements/update-lender-placement-status.md): Moves a placement to a new status. Declining a placement records the decline reason and retracts any offers the funder extended. - [Upload Placement Documents](https://docs.lendflow.com/api-reference/placements/upload-placement-documents.md): Uploads new files to an application and submits them to the funder for the given placement. Delivery happens in the background after the upload is accepted. - [Resubmit Lender Placement](https://docs.lendflow.com/api-reference/placements/resubmit-lender-placement.md): Sends the application's latest details to the lender again for an existing placement. The resubmission is queued and processed in the background. - [List Application Offers](https://docs.lendflow.com/api-reference/offers/list-application-offers.md): Returns a paginated list of the offers on an application. Results can be narrowed to the offers belonging to a specific workflow stage. - [Create Offer](https://docs.lendflow.com/api-reference/offers/create-offer.md): Creates a new offer on the application and returns it with its full details. - [Delete Multiple Offers (Soft Delete)](https://docs.lendflow.com/api-reference/offers/delete-multiple-offers-soft-delete.md): Soft deletes several of the application's offers at once. - [List Placement Offers](https://docs.lendflow.com/api-reference/offers/list-placement-offers.md): Returns all offers created for a single lender placement, including each offer's full details. - [Get Offer](https://docs.lendflow.com/api-reference/offers/get-offer.md): Returns a single offer with its full details, including the associated placement, funder, and stips. - [Update Multiple Offer Statuses](https://docs.lendflow.com/api-reference/offers/update-multiple-offer-statuses.md): Queues a status change for several of the application's offers at once. - [Update Multiple Offer Notes](https://docs.lendflow.com/api-reference/offers/update-multiple-offer-notes.md): Queues a note change for several of the application's offers at once. - [Update Offer Sharing](https://docs.lendflow.com/api-reference/offers/update-offer-sharing.md): Marks several of the application's offers as shared or unshared in a single request. - [Update Offer](https://docs.lendflow.com/api-reference/offers/update-offer.md): Updates an existing offer's terms and returns the refreshed offer with its full details. - [Delete Offer](https://docs.lendflow.com/api-reference/offers/delete-offer.md): Removes the offer from the application. The offer is soft deleted, so the underlying record is retained rather than permanently erased. - [Create a Funded Offer](https://docs.lendflow.com/api-reference/offers/create-a-funded-offer.md): This endpoint creates an accepted offer, confirms it, and moves the application to the Funded stage. - [Get Offer Checkout](https://docs.lendflow.com/api-reference/offers/get-offer-checkout.md): Returns the checkout details for an offer, including the content shown to the applicant during checkout. Sensitive personal information may be masked in the response. - [Update Offer Checkout](https://docs.lendflow.com/api-reference/offers/update-offer-checkout.md): Updates the checkout content for an offer and returns the refreshed checkout details. - [Confirm Offer](https://docs.lendflow.com/api-reference/offers/confirm-offer.md): Records the final closing details for an offer, confirming its terms ahead of funding. - [List Funding Transactions](https://docs.lendflow.com/api-reference/offers/list-funding-transactions.md): Returns all funding transactions recorded against an offer, including any attached invoices. - [Create Funding Transaction](https://docs.lendflow.com/api-reference/offers/create-funding-transaction.md): Records a new funding transaction against an offer. The transaction type is derived from the offer's product. - [Get Funding Transaction](https://docs.lendflow.com/api-reference/offers/get-funding-transaction.md): Returns a single funding transaction, including its attached invoice when one exists. - [Update Funding Transaction](https://docs.lendflow.com/api-reference/offers/update-funding-transaction.md): Updates the details of an existing funding transaction and returns the refreshed transaction. - [Delete Funding Transaction](https://docs.lendflow.com/api-reference/offers/delete-funding-transaction.md): Removes a funding transaction from an offer. The transaction is soft deleted, so the underlying record is retained. - [Upload Funding Invoice](https://docs.lendflow.com/api-reference/offers/upload-funding-invoice.md): Attaches an invoice file to a funding transaction. This is only applicable to the ARLOC product. - [List Application Filters](https://docs.lendflow.com/api-reference/smartviews/list-application-filters.md): Returns the saved application filters available to you, along with your visibility and pin settings for each. Results can be narrowed to only visible or only pinned filters. - [Create Application Filter](https://docs.lendflow.com/api-reference/smartviews/create-application-filter.md): Creates a saved filter from a set of application search criteria so the same view of your pipeline can be reused later. Filters can be kept private or shared with your organization, and your visibility, pin, and sort order preferences can be set in the same request. - [Get Application Filter](https://docs.lendflow.com/api-reference/smartviews/get-application-filter.md): Returns a single saved application filter, along with your visibility and pin settings for it. - [Update Application Filter](https://docs.lendflow.com/api-reference/smartviews/update-application-filter.md): Updates a saved application filter's name, criteria, columns, or organization-wide availability. The built-in "All" filter cannot be renamed. - [Delete Application Filter](https://docs.lendflow.com/api-reference/smartviews/delete-application-filter.md): Deletes a saved application filter. The built-in "All" filter cannot be deleted. - [Sort Application Filters](https://docs.lendflow.com/api-reference/smartviews/sort-application-filters.md): Saves your preferred display order for saved application filters. The order applies only to your account and does not change how filters appear for other users. - [Update Application Filter Visibility](https://docs.lendflow.com/api-reference/smartviews/update-application-filter-visibility.md): Shows or hides saved application filters for your account without affecting other users. At least one filter must remain visible. - [List Workflow Templates](https://docs.lendflow.com/api-reference/workflow-templates/list-workflow-templates.md): Returns a paginated list of the workflow templates available to the authenticated user, filtered by the supported query parameters. - [Get Workflow Template](https://docs.lendflow.com/api-reference/workflow-templates/get-workflow-template.md): Returns a single workflow template, including its full content. - [List Consent Templates](https://docs.lendflow.com/api-reference/consent-templates/list-consent-templates.md): Returns a paginated list of the consent templates available to your account, with default templates listed first. Results can be narrowed with a search term. - [Create Consent Template](https://docs.lendflow.com/api-reference/consent-templates/create-consent-template.md): Creates a consent template containing the consent language presented to applicants. The response includes the template's full content. - [Get Consent Template](https://docs.lendflow.com/api-reference/consent-templates/get-consent-template.md): Returns a single consent template, including its full content. - [Update Consent Template](https://docs.lendflow.com/api-reference/consent-templates/update-consent-template.md): Updates a consent template's details and content. The response includes the template's full content. - [Delete Consent Template](https://docs.lendflow.com/api-reference/consent-templates/delete-consent-template.md): Deletes a consent template so it can no longer be presented to applicants. - [List Offer Templates](https://docs.lendflow.com/api-reference/offer-templates/list-offer-templates.md): Returns a paginated list of the offer templates available to your account. Results can be filtered by attributes such as status, name, funders, and products. - [Create Offer Template](https://docs.lendflow.com/api-reference/offer-templates/create-offer-template.md): Creates an offer template whose field definitions determine the structure of offers created from it. The response includes the template's full content. - [Get Offer Template](https://docs.lendflow.com/api-reference/offer-templates/get-offer-template.md): Returns a single offer template, including its full content and field definitions. - [Update Offer Template](https://docs.lendflow.com/api-reference/offer-templates/update-offer-template.md): Updates an offer template's details and field definitions. The response includes the template's full content. - [Delete Offer Template](https://docs.lendflow.com/api-reference/offer-templates/delete-offer-template.md): Deletes an offer template so it can no longer be used when creating offers. - [Get Offer Template Sample](https://docs.lendflow.com/api-reference/offer-templates/get-offer-template-sample.md): Field names and example values come from the template's field definitions. The minimal payloads hold only the fields required for an offer or a closing and are null when the template requires none. - [List Data Orchestration Templates](https://docs.lendflow.com/api-reference/data-orchestration/list-data-orchestration-templates.md): Returns a paginated list of the data orchestration templates available to run against the application for the given stage. Requires a stage_id from the application's workflow; results can be filtered by status and search term. - [Execute Data Orchestration](https://docs.lendflow.com/api-reference/data-orchestration/execute-data-orchestration.md): Schedules a data orchestration template to run against the application. The run executes asynchronously; track its progress through the data orchestration log endpoints. - [List Data Orchestration Logs](https://docs.lendflow.com/api-reference/data-orchestration/list-data-orchestration-logs.md): Returns a paginated list of the data orchestration runs recorded for the application, scoped to the requested stage. - [Get Data Orchestration Log](https://docs.lendflow.com/api-reference/data-orchestration/get-data-orchestration-log.md): Returns a single data orchestration run for the application, including its status history and the template it executed. - [Retry Last Data Orchestration Step](https://docs.lendflow.com/api-reference/data-orchestration/retry-last-data-orchestration-step.md): Re-runs the most recent step of the data orchestration run. The retry is queued and processed asynchronously. - [Continue Data Orchestration as Pass](https://docs.lendflow.com/api-reference/data-orchestration/continue-data-orchestration-as-pass.md): Marks the current step of the data orchestration run as passed and resumes execution from that point. The continuation is queued and processed asynchronously. - [Continue Data Orchestration as Fail](https://docs.lendflow.com/api-reference/data-orchestration/continue-data-orchestration-as-fail.md): Marks the current step of the data orchestration run as failed and resumes execution from that point. The continuation is queued and processed asynchronously. - [Update Data Orchestration Master Status](https://docs.lendflow.com/api-reference/data-orchestration/update-data-orchestration-master-status.md): Sets the master status of a data orchestration run, optionally recording a comment in its history. Returns the updated log. - [List Attributes](https://docs.lendflow.com/api-reference/attributes/list-attributes.md): Returns a paginated list of your attributes, most recently updated first. Results can be filtered by search term, status, and type. - [Create Attribute](https://docs.lendflow.com/api-reference/attributes/create-attribute.md): Creates a new attribute in draft status and returns it, including its content definition. - [Get Attribute](https://docs.lendflow.com/api-reference/attributes/get-attribute.md): Returns a single attribute, including its content definition. - [Update Attribute](https://docs.lendflow.com/api-reference/attributes/update-attribute.md): Updates an existing attribute and returns it, including its content definition. - [Delete Attribute](https://docs.lendflow.com/api-reference/attributes/delete-attribute.md): Permanently deletes an attribute. Returns an empty response on success. - [Evaluate Expression](https://docs.lendflow.com/api-reference/attributes/evaluate-expression.md): Runs the supplied expression against an application and returns the computed result. Only the latest expression schema version is supported. - [Get Application Attributes](https://docs.lendflow.com/api-reference/attributes/get-application-attributes.md): Returns a paginated list of the attribute values recorded for the application. - [Update Application Attribute Value](https://docs.lendflow.com/api-reference/attributes/update-application-attribute-value.md): Sets the value of an attribute for the application, creating the value when one does not already exist. Returns the saved value. - [List Scorecards](https://docs.lendflow.com/api-reference/scorecards/list-scorecards.md): Returns a paginated list of your scorecards. Results can be searched, sorted, and scoped to an application to include that application's latest run results. - [Get Scorecard](https://docs.lendflow.com/api-reference/scorecards/get-scorecard.md): Returns a single scorecard, including its content and a count of its runs. - [Run Scorecards for Application](https://docs.lendflow.com/api-reference/scorecards/run-scorecards-for-application.md): Queues the selected scorecards to run against the application. When score_card_ids is omitted, all available scorecards are run. - [Run Scorecard Groups for Application](https://docs.lendflow.com/api-reference/scorecards/run-scorecard-groups-for-application.md): Queues the selected scorecard groups to run against the application. When score_card_group_ids is omitted, all available scorecard groups are run. - [Get Multiple Scorecard Results](https://docs.lendflow.com/api-reference/scorecards/get-multiple-scorecard-results.md): Returns the scorecard run results matching the requested result ids, including their statuses, risk tiers, and knockouts. - [Get Multiple Scorecard Group Results](https://docs.lendflow.com/api-reference/scorecards/get-multiple-scorecard-group-results.md): Returns the scorecard group run results matching the requested result ids, including their statuses, risk tiers, and the individual scorecard results within each group. - [Create Profile](https://docs.lendflow.com/api-reference/entity-profiles/create-profile.md): Creates a new business or individual profile from the supplied details and returns the full profile. - [List Profiles by Entity Type](https://docs.lendflow.com/api-reference/entity-profiles/list-profiles-by-entity-type.md): Returns a paginated list of the profiles of the requested entity type, either business or individual. - [Update Profile](https://docs.lendflow.com/api-reference/entity-profiles/update-profile.md): Updates an existing profile with the supplied details and returns the full profile. - [List Applications for Profile](https://docs.lendflow.com/api-reference/entity-profiles/list-applications-for-profile.md): Returns a paginated list of the applications associated with a profile, including those belonging to its related profiles. - [Get Users by ID](https://docs.lendflow.com/api-reference/organization/get-users-by-id.md): Returns a paginated list of the users matching the given IDs. Only approved users visible to your account are included. - [Create User](https://docs.lendflow.com/api-reference/organization/create-user.md): Creates a new user and sends them an email invitation. The new user must verify their email address before they can log in. Only roles valid for your organization can be assigned. - [List Metadata](https://docs.lendflow.com/api-reference/metadata/list-metadata.md): Returns a paginated list of the metadata records attached to a model, such as an application or a file. Results can be searched by id or key prefix. - [Create Metadata](https://docs.lendflow.com/api-reference/metadata/create-metadata.md): Creates a new metadata record for a model. The `data` field accepts any valid JSON: strings, numbers, booleans, arrays, or objects. - [Get Metadata](https://docs.lendflow.com/api-reference/metadata/get-metadata.md): Returns a single metadata record, looked up by its id or key. - [Update Metadata](https://docs.lendflow.com/api-reference/metadata/update-metadata.md): Updates an existing metadata record. The `data` field accepts any valid JSON: strings, numbers, booleans, arrays, or objects. - [Delete Metadata](https://docs.lendflow.com/api-reference/metadata/delete-metadata.md): Removes a metadata record from the model it is attached to. - [Sync Application Metadata With Funders](https://docs.lendflow.com/api-reference/metadata/sync-application-metadata-with-funders.md): Sends the requested metadata values on an application to the corresponding deals placed with the specified funders. ## OpenAPI Specs - [openapi](/openapi.yaml)