Lendflow

Creates a new application by copying an existing one onto a chosen workflow template, carrying over its business, owners, prequalification, Plaid data and tracking tokens, plus its documents unless sync_documents is false. list_workflow_templates returns the template ids. Offers, placements and notes are not copied, and create_application starts an application from block data instead. The copy starts the template's fast-track automation, which can move it into underwriting and make billable third-party bureau calls.

duplicate_application

Returns one application by ID, where list_applications searches and filters across many. Offers, placements, documents and underwriting data are not included.

get_application

Reads one data orchestration run on an application step by step, where list_application_data_orchestration_logs returns one summary row per run, whose id is the orchestration_log_id here. The value each attribute check read is not returned. A run with no finished_at is still in progress, so its outcome is not final.

get_application_data_orchestration_log

Returns borrower links for one application: a DocuSign signing link for an owner, a resume link back into the widget, a manual bank statement upload link, Codat and Rutter links to connect accounting software or an online store, and a Plaid Link token, which feeds an embedded Plaid SDK and is not a URL a borrower can open. Set a flag for each link wanted. With no flag set it returns the DocuSign link for the primary owner and a Plaid Link token. The first Codat request for a business, and the first Rutter request for each store platform, creates the connection with that provider. Owner IDs are listed under owners by get_application. create_application_temporary_links returns the expiring widget links for consent, personal information, Plaid, identity verification, completed stipulations and the borrower platform. Nothing is sent to the borrower.

get_application_links

Returns the payload one existing application accepts, stage by stage: the block ids with an example value for every field in each block, and the field names each block requires. That block data is what update_application takes as top-level arguments. This reads the workflow snapshot the application is validated against, which is what update_application checks, where get_workflow_template_sample reads the template and so can differ from what an existing application accepts.

get_application_workflow_sample

Returns one client organization by ID. list_clients returns id and name for many clients with search, filters and paging, and list_client_brand_names returns the brand names one client trades under.

get_client

Reads one communication log in detail. Takes the top-level id of a list_communication_logs row, not the id inside its type object.

get_communication_log

Returns the authenticated Lendflow user's own profile, including their client ID, role names and assigned permissions preset. It carries no individual permissions, which check_permission answers for a named ability.

get_current_user

Returns one email template in full by ID, including the dynamic field tags it uses. list_email_templates finds templates by name, and list_dynamic_fields lists every tag a template can hold.

get_email_template

Returns one funder by ID with its eligibility thresholds, restrictions and funding terms. list_funders returns the summary fields for many funders with search, filters and paging.

get_funder

Returns one offer by ID with its term and closing details and its required documents, addressed without an application, where list_application_offers returns one thin row per offer on a given application.

get_offer

Returns an accepted offer's checkout progress. Fails when checkout is not enabled in the application's workflow or has not started for the offer. list_application_offers returns each offer's status.

get_offer_checkout_progress

Reads one funding transaction on an offer. list_offer_funding_transactions returns the offer's transactions with the same fields, and a row's id is the funding_transaction_id here. offer_id comes from list_application_offers.

get_offer_funding_transaction

Returns the fields one offer template takes, each with an example value, and which of them an offer and a closing require. The example values are generated placeholders, not defaults. get_offer and list_application_offers return an offer's offer_template, and get_placement a placement's offer_template and origin_offer_template. get_workflow_template_sample covers the application data a workflow template takes.

get_offer_template_sample

Returns the option and reference values behind Lendflow's tools and dashboard filters, resolving a name or a label into the ID another tool needs: product types, requested product names, note visibility scopes, placement statuses and decline reasons, funder risk tiers and lender networks, uses of funds, and the industry, geographic, credit score and revenue lookup lists. Those lookup lists make the payload large. list_application_workflow_stages returns one application's stages.

get_options

Returns one lender placement on an application in full, addressed by placement ID, where list_application_placements returns one thin row per placement.

get_placement

Returns the payload one workflow template accepts, stage by stage: the block ids with an example value for every field in each block, and the field names each block requires. That block data is what create_application and update_application take as top-level arguments, and list_workflow_templates returns the template ids.

get_workflow_template_sample

Returns saved application searches (SmartViews). list_applications takes one of these ids as filter_id and returns that SmartView's applications, and takes keys of its data as cleared_filters to leave those criteria out.

list_filters

Lists the data orchestration runs recorded on one application, newest first, one summary row per run, where get_application_data_orchestration_log reads one run in detail and list_application_data_orchestration_templates returns the templates a stage can run. stage_id comes from list_application_workflow_stages. A run with no finished_at is still in progress, so its outcome is not final.

list_application_data_orchestration_logs

Returns the data orchestration templates one underwriting stage declares on an application's workflow snapshot. stage_id comes from list_application_workflow_stages and must name a stage of type Underwriting, so any other stage is rejected. A draft template is listed but cannot be run, which the status field distinguishes.

list_application_data_orchestration_templates

Lists the files uploaded to one application, where list_application_required_documents lists the documents its workflow asks for and whether each is complete.

list_application_files

Returns the offers on one application that have a funder attached, where get_offer returns one offer with its term and closing details.

list_application_offers

Returns the lender placements on one application, newest first, where get_placement returns one placement in full. Placements with no funder attached are excluded.

list_application_placements

Lists the required documents for one application and whether each is complete, where list_application_files lists the files uploaded to it.

list_application_required_documents

Lists the finished scorecard groups available on an application, newest first, with optional search and client filters. A group combines several scorecards into one weighted score, and list_application_scorecards lists the individual scorecards. workflow_stage_id from list_application_workflow_stages narrows them to the groups that stage runs.

list_application_scorecard_groups

Lists the finished scorecards available on an application, newest first, with optional search, client and workflow template filters. workflow_stage_id from list_application_workflow_stages narrows them to the scorecards that stage runs. list_application_scorecard_groups lists groups of scorecards.

list_application_scorecards

Returns the stages defined in one application's workflow snapshot, in the order the application's flow runs them, with no branching information. Which stage the application currently sits on comes from get_application.

list_application_workflow_stages

Returns the statuses and sub-statuses one application can be moved to, each with its name, color and visibility, as defined by the workflow template behind it. update_application_workflow_status takes a status and sub_status from this list. These are status values, not the workflow stages list_application_workflow_stages returns.

list_application_workflow_statuses

Searches applications, with a large set of filters over people, dates, amounts, workflow status, offers, placements, score cards and tasks. get_options lists the values many of those filters accept, list_funders the funder IDs the offer and placement filters take, and list_assignable_users the user IDs the analyst, underwriter and funding advisor filters take, looked up by name. Each row is a summary, where get_application returns one application in full. filter_id applies a SmartView from list_filters.

list_applications

Lists the users who can be assigned to an application in one role, such as underwriter or client analyst, ordered by last name. By default it also returns users still assigned to some application in that role, including deleted users and users who no longer hold it, and ignore_assigned_deals set to true leaves only current holders of the role. For a Lendflow user, a client role without client_id spans every client, so client_id narrows it to the application's own client. update_application_assignments assigns them.

list_assignable_users

Returns the summaries of one call, where list_call_transcriptions returns its transcription rows. Takes the id inside the call object of a list_communication_logs row as call_session_id, not the top-level id of that row.

list_call_summaries

Returns the transcription rows of one call, where list_call_summaries returns its summaries. Takes the id inside the call object of a list_communication_logs row as call_session_id, not the top-level id of that row.

list_call_transcriptions

Returns the brand names configured on one client. get_client returns that client in full but carries none of them. create_application takes one of these ids as brand_name_id, and the brand_names filter on list_applications matches the names.

list_client_brand_names

Returns the id and name of each client organization, ordered by name, with optional client-name search and approved and is_funder filters. get_client returns one client in full by ID.

list_clients

Lists the calls, tasks, emails, SMS messages, notes and AI agent sessions recorded across Lendflow, including the notes that create_application_note and create_business_note add. Each row is a summary, and get_communication_log reads one log in detail. A call row only says whether the call has a transcription or a summary, and list_call_transcriptions and list_call_summaries return them.

list_communication_logs

Lists the document types (stips) that can be required from a borrower on an application or an offer. list_application_required_documents returns the documents one application already requires.

list_document_types

Returns every dynamic field tag a template can hold, with its name and the template types it is allowed in. A tag can take options after a double underscore, such as [link.resume_link__utmSource=spring], and still counts as that tag; when its options_in_url is true, options become query parameters of the generated URL. get_email_template returns the tags one template uses.

list_dynamic_fields

Returns the email templates the user can see, newest first, without their content, drafts and unapproved templates included. approved_only keeps only approved templates, published or not. get_email_template returns one template in full by ID.

list_email_templates

Returns a summary row per funder, ordered by full_name, with optional search, risk tier, product type, country, area, city, approval and lender network filters, and selected_ids to order chosen funders first. get_funder returns one funder in full by ID.

list_funders

Lists the funding transactions recorded on one offer, the draws on a line of credit (LOC) or the invoices on an ARLOC, where get_offer_funding_transaction reads one of them. offer_id comes from list_application_offers.

list_offer_funding_transactions