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v1.0
API Reference
v1.0
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Programs
Attachments
Create attachment
post
Get attachment
get
Delete Attachments
delete
Billables
List Billables
get
Create Billable
post
Get Billable
get
Update Billable
patch
Delete Billable
delete
Create Billables
post
CancelationReturns
List Cancelation Returns
get
Create Cancelation Return
post
Get Cancelation Return
get
Update Cancelation Returns
patch
Contacts
List Contacts
get
Create Contact
post
Get Contact
get
Update contact
patch
Insureds
Create Insured
post
List Insureds
get
Get Insured
get
Delete Insured
delete
Update Insured
patch
Loans
List Loans
get
Get Loan
get
FinanceEstimate
Create FinanceEstimate
post
PremiumReducingEndorsements (Beta)
Create premium reducing endorsement
post
Show a premium reducing endorsement
get
Update a premium reducing endorsement
patch
delete premium reducing endorsement
delete
Programs
List Programs
get
Generate payment proposal document for a program
post
Create Program
post
Get Program
get
Update program
patch
Archive Program
delete
Notify User
post
Loan Payoff Estimate
post
API V1
InstallmentPlans
Get installment plan
get
Archive Installment Plan
delete
Returns
Get returns
get
Create a return
post
Get a return
get
Update a return
patch
Void return
delete
Create installment plan
post
Update Installment Plan
patch
Cancel Installment Plan
post
Notify User
post
Installments
Get installment
get
Update installment
patch
PaymentProposals
One Time Payments
OneTimePayments
List One Time Payments
get
Create One Time Payment
post
Get One Time Payment
get
Update One Time Payment
patch
Void One Time Payment
delete
Notify User
post
Returns
Get returns
get
Create a return
post
Get a return
get
Update a return
patch
Void return
delete
Transactions
Invoices
List Invoices
get
Create invoice
post
Get Invoice
get
Update invoice
patch
Void invoice
delete
Send invoice email drip campaign to the insured
post
Payouts
List Payouts
get
Refunds
List Refunds
get
Reference
Carriers
List Carriers
get
CoverageTypes
List CoverageTypes
get
Wholesalers
List Wholesalers
get
Organizations
Organizations
Get Organization
get
Users
List Users
get
Create User
post
Get User
get
Update User
patch
Organization Account Users
List account users
get
Create account user
post
Get account user
get
Accounts
List Accounts
get
Create Accounts
post
Get account
get
Update account
patch
Deprecated
BillableCancelations (Beta)
Initiate a cancelation for a billable
post
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