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Payment Pouring
👋 Overview
Welcome to Canopy
Design Your Program
Go-Live Checklist
🧬 FUNDAMENTALS
Fundamentals Overview
Products
Policy Configurations
Entities
Customer Entities
Treasury Entities
Associating Entities
Accounts
Interest
Fee Structures
Amortization Schedule
Account Status
Computational State of an Account
Document Sharing
Statements
Delinquency
Dates
Transactions
Line Item Types
Line Item Statuses
Line Item Updates
Payments
Minimum Payments
Payment Splits
Refunds
AutoPay
Late Payments & Webhooks
Borrower Initiated Payments
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 Entity
Create an Account
💎 Platform
CanopyOS
Borrower Activity Through CanopyOS
Navigating CanopyOS
Portfolio Analytics Dashboard
CanopyAPI
Authenticating with the API
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
Best Practices
🪝 Webhooks
Webhooks
Event Types
Payment Pouring
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Updated over 1 year ago
