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GuidesRecipesAPI Reference

👋 Overview

  • Welcome to Canopy
  • Design Your Program
  • Go-Live Checklist

🧬 FUNDAMENTALS

  • Fundamentals Overview
  • Products
    • Policy Configurations
  • Customers
  • Accounts
    • Interest
    • Fee Structures
    • Amortization Schedule
    • Account Status
    • Computational State of an Account
    • Statements
    • Delinquency
    • Loan Restructuring
    • Dates
  • Transactions
    • Line Item Types
    • Line Item Statuses
    • Line Item Updates
  • Payments
    • Minimum Payments
    • Payment Splits
    • Refunds
    • AutoPay
    • Late Payments & Webhooks
  • Integration Patterns
    • Payment Processor
    • Issuer Processor
    • Credit Reporting
    • Data Migrations
  • Events System
    • Retroactive Event Processing
    • Preview

🏁 Getting Started

  • Getting Started Overview
  • Integrations Set Up
    • Payment Processor: Dwolla
    • Issuer Processor: Lithic
    • Credit Reporting: Bloomcredit
  • Product Set Up
    • Create a Product
  • Testing
    • Testing with Migration Mode
    • Testing with Controlled Processing
  • Borrower Onboarding
    • Create a Customer
    • Create an Account

💎 Platform

  • CanopyOS
    • Borrower Activity Through CanopyOS
    • Navigating CanopyOS
  • CanopyAPI
    • OpenAPI Swagger JSON
  • LoanLab
    • LoanLab How-to Guide
    • LoanLab FAQs
  • DataDirect
    • Recommended tools
    • How to write an SQL Query
    • DataDirect Tables
    • Data Dictionary
  • DataDirect Reporting
    • Account Transcripts
    • Loans Overview
    • Past Due Report
    • Loan Tape
    • Loan Transactions Extract
  • Borrower Portal
    • Borrower Portal How-to Guide
  • Canopy Connect
    • Core Concepts
    • Getting Started Guides
    • Connectors: Available Actions & Integrations
    • Connect FAQs
    • Connect Feedback Form

🪝 Webhooks

  • Webhooks
  • Event Types

CanopyAPI

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Canopy API is your interface to programmatic control over your lending experience.

Updated 24 days ago

What’s Next
  • API Reference
  • OpenAPI Swagger JSON