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👋 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
Closed Account Statuses
Document Sharing
Statements
Delinquency
Loan Restructuring
Payoff
Payment Deferrals
Transactions
Transaction Statuses
Transaction Types
Transaction Updates
Transaction Reversals
Balance Splits
Payments
Minimum Payments
Payment Splits
Refunds
AutoPay
Late Payments & Webhooks
Payment Pouring
Fulfillment
Principal Pre-Payments
Preview
Integration Patterns
Payment Processor
Issuer Processor
Credit Reporting
Data Migrations
Events System
Reversals
🏁 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
Navigating CanopyOS
Portfolio Analytics Dashboard
Downloadable Reports
LoanLab
LoanLab How-to Guide
LoanLab FAQs
DataDirect
Recommended tools
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 Feedback Form
Connect FAQs
🪝 Webhooks
Webhooks
Event Types
Connect Feedback Form
Updated 5 days ago
Connectors: Available Actions & Integrations
Connect FAQs
