For AI agents: visit https://docs.canopyservicing.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.

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Guides API Reference Release Notes

Guides

Guides API Reference Release Notes

👋 Overview

Welcome to Canopy
Design Your Program
Go-Live Checklist

🧬 FUNDAMENTALS

Fundamentals Overview
Organization-Level Access Controls
Products
- Policy Configurations
Entities
Accounts
Transactions
Payments
Preview
Integration Patterns
Events System
- Reversals
Tags
Segmentation
- Delinquency Management

🏁 Getting Started

Getting Started Overview
Integrations Set Up
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
LoanLab
- LoanLab How-to Guide
- LoanLab FAQs
DataDirect
DataDirect Reporting
Borrower Portal
- Borrower Portal How-to Guide
Canopy Connect

🪝 Webhooks

Webhooks
Event Types

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Delinquency

Delinquency is a key concept to understand in Canopy that is relevant to program operators in a variety of contexts which we will cover in this document.