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A new API?? 3.0.184 -Added the API to allow programmatic interactivity with your portfolio data in real time

Posted: Mon Nov 08, 2021 5:36 pm
by wtech_josh
Please explain in details what is the purpose and use of this API addition.?
Does it allow for company website to integrate with Money Lender Pro 3 loan engine? And if so, What is the charge for assistance? I am not quite sure how best to use this feature.

Re: A new API?? 3.0.184 -Added the API to allow programmatic interactivity with your portfolio data in real time

Posted: Mon Nov 08, 2021 5:36 pm
by wtech_josh
The API allows Moneylender Users to programmatically read and write almost all the data in Moneylender, as well as generate payoff quotes and send statement emails. Things like retrieving account information (to display to a borrower on a website, for example) or adding payments to loans (to update the loan in Moneylender automatically when a payment is made on a website, for another example) are some low-hanging-fruit that the API enables.

The ability to build borrower-facing websites one of the benefits of using Moneylender’s API. Such a website would be able to display live data from your portfolio, and allow actions by the borrower to directly affect the loans in Moneylender. You might allow existing borrowers to update their address or phone numbers. You might collect an application for a loan on your website and then feed the details into Moneylender through the API to create a new application in your portfolio.

It also enables a variety of business integrations where you can pull information from Moneylender, perform whatever business processes you want, and then update Moneylender with details. Automatically adding certain fees to accounts that meet some criteria, for example.

How to set up the API:
https://www.moneylenderprofessional.com ... r-API.aspx

API Specs and details:
https://moneylenderprofessional.com:18052/

Let me know if you have a specific use case you want to ask about.

Re: A new API?? 3.0.184 -Added the API to allow programmatic interactivity with your portfolio data in real time

Posted: Mon Nov 08, 2021 5:40 pm
by wtech_josh