For AI agents: a documentation index is available at the root level at /llms.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
  • Getting Started
    • Introduction
  • API Reference
  • Guides
    • Overview
  • Introduction
  • Post Api Async Operations Extraction Export
  • Get Api Async Operations Operation Id
  • Get Api Async Operations
  • Post Api Async Operations Operation Id Cancel
  • Post Api Billing Checkout Session
  • Post Api Billing Portal Session
  • Post Api Borrowers Borrower Id Registry Tags
  • Get Api Borrowers
  • Post Api Borrowers
  • Get Api Borrowers Id
  • Delete Api Borrowers Id
  • Patch Api Borrowers Id
  • Post Api Borrowers Id Complete Intake
  • Get Api Borrowers Id Jobs
  • Get Api Borrowers Id Jobs Job Id Results
  • Post Api Borrowers Id Claim
  • Get Api Borrowers Id Audit Grants
  • Post Api Borrowers Id Revoke
  • Post Api Borrowers Id Relinquish
  • Get Api Borrowers Id Audit Log
  • Get Api Counterparty Tags
  • Post Api Counterparty Tags
  • Delete Api Counterparty Tags Id
  • Patch Api Counterparty Tags Id
  • Get Api Custom Lending Types
  • Post Api Custom Lending Types
  • Delete Api Custom Lending Types Id
  • Patch Api Custom Lending Types Id
  • Get Api Borrowers Borrower Id Extractions Reusable
  • Post Api Borrowers Borrower Id Extractions Reuse Bulk
  • Post Api Documents Presigned Url
  • Post Api Documents Job Id Confirm Upload
  • Post Api Documents Confirm Uploads
  • Get Api Documents Job Id Status
  • Post Api Documents Status Batch
  • Get Api Documents Job Id Download Url
  • Post Api Embed Bootstrap Events
  • Post Api Embed Sessions
  • Delete Api Embed Sessions Session Id
  • Post Api Embed Iframe Urls
  • Get Api Embed Exchange
  • Post Api Embed Exchange
  • Get Api Borrowers Borrower Id Extractions
  • Get Api Borrowers Borrower Id Extractions Doc Id Export
  • Patch Api Borrowers Borrower Id Extractions Doc Id Move
  • Post Api Borrowers Borrower Id Extractions Move Bulk
  • Delete Api Borrowers Borrower Id Extractions Doc Id
  • Get Api Borrowers Borrower Id Extractions Pl
  • Get Api Borrowers Borrower Id Extractions Balance Sheet
  • Get Api Borrowers Borrower Id Extractions Cash Flow
  • Get Api Borrowers Borrower Id Extractions Accounts Receivable
  • Get Api Borrowers Borrower Id Extractions Accounts Payable
  • Get Api Borrowers Borrower Id Extractions Bank Statement Analysis
  • Get Api Borrowers Borrower Id Extractions Bank Statements
  • Get Api Borrowers Borrower Id Extractions Bank Statement Accounts
  • Get Api Borrowers Borrower Id Extractions Bank Counterparties
  • Get Api Borrowers Borrower Id Extractions Bank Counterparty Transactions
  • Post Api Borrowers Borrower Id Extractions Bank Counterparty Overrides
  • Post Api Borrowers Borrower Id Extractions Counterparty Tag Assignments Query
  • Put Api Borrowers Borrower Id Extractions Counterparty Tag Assignments
  • Post Api Borrowers Borrower Id Extractions Bank Counterparty Overrides Bulk
  • Delete Api Borrowers Borrower Id Extractions Bank Counterparty Overrides Counterparty Key
  • Delete Api Borrowers Borrower Id Extractions Bank Counterparty Overrides Reset All
  • Post Api Borrowers Borrower Id Extractions Bank Txn Overrides
  • Delete Api Borrowers Borrower Id Extractions Bank Txn Overrides Txn Uid
  • Post Api Borrowers Borrower Id Extractions Bank Counterparty Merges
  • Delete Api Borrowers Borrower Id Extractions Bank Counterparty Merges Merge Id
  • Post Api Borrowers Borrower Id Extractions Bank Counterparty Splits
  • Post Api Borrowers Borrower Id Extractions Bank Counterparty Splits Shatter
  • Delete Api Borrowers Borrower Id Extractions Bank Counterparty Splits Split Id
  • Get Api Borrowers Borrower Id Extractions Tax Return Analysis
  • Get Api Borrowers Borrower Id Extractions Doc Id Tax Return
  • Get Api Borrowers Borrower Id Extractions Query
  • Post Api Borrowers Borrower Id Extractions Query Bulk
  • Get Api Borrowers Borrower Id Extractions Reports Report Type
  • Post Api Intake
  • Post Api Intake Job Id Confirm
  • Get Api Jobs
  • Get Api Jobs Job Id Status
  • Get Api Jobs Job Id Results
  • Delete Api Jobs Job Id
  • Patch Api Jobs Job Id Move
  • Get Api Loans
  • Get Api Borrowers Borrower Id Loans
  • Post Api Borrowers Borrower Id Loans
  • Get Api Loans Id
  • Delete Api Loans Id
  • Patch Api Loans Id
  • Patch Api Loans Id Assign
  • Patch Api Borrowers Id Assign
  • Get Api Loans Id Audit Log
  • Get Api Me
  • Delete Api Me
  • Patch Api Me Checklist
  • Post Api Me Logout
  • Post Api Me Mfa Factor
  • Post Api Me Mfa Factor Verify
  • Post Api Me Mfa Enrolled
  • Get Api Organizations
  • Post Api Organizations
  • Get Api Organizations Id
  • Patch Api Organizations Profile
  • Post Api Organizations Production Account
  • Get Api Organizations Id Members
  • Post Api Organizations Id Members
  • Get Api Organizations Id Usage Documents
  • Get Api Organizations Id Usage Documents Log
  • Get Api Organizations Id Invitations
  • Delete Api Organizations Id Members Member Id
  • Patch Api Organizations Id Members Member Id
  • Post Api Organizations Id Transfer Ownership
  • Get Api Organizations Id Roles
  • Get Api Organizations Id Pii Access Log
  • Get Api Organizations Id Change Log
  • Delete Api Organizations Id Invitations Invitation Id
  • Get Api Portfolios
  • Post Api Portfolios
  • Get Api Portfolios Id
  • Delete Api Portfolios Id
  • Patch Api Portfolios Id
  • Get Api Portfolios Id Loans
  • Post Api Portfolios Id Loans
  • Post Api Portfolios Id Members
  • Delete Api Portfolios Id Members User Id
  • Patch Api Portfolios Id Members User Id
  • Get Api Portfolios Id Audit Log
  • Post Api Sandbox Reset
  • Post Api Sandbox Provision
  • Post Api Sandbox Seed
  • Get Api Loans Loan Id Spreads
  • Post Api Loans Loan Id Spreads Bank Compute
  • Post Api Webhooks Stripe
  • Overview
Getting Started

Introduction

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