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Banking

LoanPro in a decision flow.

A Connection node calls LoanPro mid-decision with the credentials your own contract issued. Whatever comes back is data the rest of the flow can read, branch on, and keep in the decision's trace.

Category
Banking
Type
Integration
Authentication
API key headers
Test environment
Production host only

What a flow can call

5 operations, each one a step you can place on the canvas.

  1. GET/odata.svc/Loans

    List loans

    Loans on the tenant. This is an OData surface, so filtering, paging and field selection are query parameters on the node — $filter, $top, $expand — rather than a request body.

  2. GET/odata.svc/Loans($data.loanpro_loan_id)

    Get one loan

    One loan by id. Note the OData key syntax — the id goes in parentheses, not after a slash.

  3. POST/odata.svc/Loans

    Create a loan

    Turns an approval into a serviced loan. The shape below is the minimum spine — displayId plus the LoanSetup terms; a real tenant usually requires more, and the required set depends on how the account is configured.

  4. GET/odata.svc/Customers

    List customers

    Customers on the tenant. Use $filter on the node to look one up by email or SSN-last-four before creating a duplicate.

  5. POST/odata.svc/Customers

    Create a customer

    Creates the borrower record a loan attaches to. Search first — LoanPro will happily hold two customers with the same person's details, and merging them afterwards is manual work.

Where it sits in the decision

A provider call is a node, not a side effect.

The call runs where the policy needs it — after the cheap checks that might make it unnecessary, before the rules that depend on it. Calls that do not depend on each other run together rather than in sequence.

Because it is part of the run, the response is part of the record. When someone asks why an applicant was declined months later, what LoanPro returned at the time is in the trace, not re-fetched from a service whose answer has since changed.

  • 01Add LoanPro as a connection, with your credentials.
  • 02Place a Connection node and choose the operation.
  • 03Read the response in the rules, tables and branches that follow.
  • 04Test the whole path in Sandbox before it carries live traffic.

Ready when you are

Wire LoanPro into a real decision.

Build the flow in Sandbox, connect your account, and watch the decision pull what it needs before it answers.

Read the docs