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For tenant admins, underwriters, and ops
The operating manual
Everything you need to run LendAPI day to day — dashboard guides first, then use cases you can walk with a client, plus an API reference for integrators and a changelog tied to every release.
Contents
- Getting Started Sign in, understand roles, and find your way around the dashboard.
- Use Cases End-to-end scenarios you can share with a client or run with a CSM.
- Agent Dashboard The application queue, filters, and everything on an application’s detail page.
- Customers Customer records — open from Agent Dashboard via the Customers button.
- Tenants Tenants, API keys, webhooks, workspace settings, security, and branding.
- Lead Gen Lead sources, campaigns, and the purchased Leads queue.
- Product Studio The product catalog your tenant offers.
- Rules Studio Decision rules and Decision Outcomes.
- Pricing Engine Offer tables and how pricing decisions get made.
- Document Library Document Library, Contract Builder, and Document Upload.
- Email & SMS Email and SMS templates sent to applicants and customers.
- Reference Glossary, versioning, API, and release notes.