0% found this document useful (0 votes)
14 views8 pages

Dotloop API Overview and Usage Guide

The Lead APIs Documentation outlines the usage of REST APIs for Homefirst, detailing authentication, HTTP methods, and base URLs for sandbox and production environments. It includes instructions for creating leads, required parameters, and response codes. Additionally, it specifies the need for IP whitelisting and provides a comprehensive list of lead parameters and loan types.

Uploaded by

koushiksarkar
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
14 views8 pages

Dotloop API Overview and Usage Guide

The Lead APIs Documentation outlines the usage of REST APIs for Homefirst, detailing authentication, HTTP methods, and base URLs for sandbox and production environments. It includes instructions for creating leads, required parameters, and response codes. Additionally, it specifies the need for IP whitelisting and provides a comprehensive list of lead parameters and loan types.

Uploaded by

koushiksarkar
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Lead APIs Documentation

All of the homefirst APIs are REST API and if you’ve worked on RESTFul APIs before, then it’ll
be a piece of cake to consume them. All of these are uniquely identified by a unique URL and
follow standard HTTP GET and POST calls. Both Request and Response use JSON to
communicate data back and forth.

HTTP Methods
GET - Used to read or retrieve data.
POST - Uses to create or update data.

In some cases, we’ll be using both methods a little differently.

Base URLs
Sandbox: [Link]
Production: [Link]

Authentication
All the APIs will be authenticated using Basic Authentication with a Base64 hash of the Client
ID and Client Secret and additionally an Org ID - which will be provided to you separately. This
information will be passed in the Headers to authenticate yourself with the Homefirst server.

After successful authentication, you’ll receive a sessionPasscode, which will be valid for 1
Hour from the moment you generated it. This passcode will be used to access further APIs
along with the previous headers.

IP Whitelisting
In order to access these APIs, you’ll have to provide us a Public Static IP of your organization,
that we’ll whitelist at our end.

Copyright © 2020 Homefirst Finance Company India Ltd. All rights reserved.
Response codes

200 Success.

201 Error. Description of the error will be there in the JSON Response body with
status, message, error and action.

401 Unauthorized access / Invalid credentials.

500 Internal server error.

API Description

1. Authenticate Client
This API is used for retrieving a sessionPasscode to get access to all the resources.

Endpoint:
GET: {BASE_URL}/V1/client/authenticateClient

Headers params:
Authorization : “Basic Base64(YourClientID:YourClientSecret)”
orgId: “YOUR_ORG_ID”

Response:
{
"sessionPasscode": "AqBnix6X*************K+veezK02nhJt4=",
"validUpto": "2020-09-30 13:50:10"
}

Store the sessionPasscode received and use it to make further API calls. This passcode
is valid for 1 hour from the moment you create it.

Note: DO NOT hit this API to generate a new passcode every time. Create a new
passcode only if the existing passcode has expired. You’ll get 401 response code
whenever the passcode has expired while using any other API (eg. createLead), then
only hit authenticateClient API to get a new one.

Copyright © 2020 Homefirst Finance Company India Ltd. All rights reserved.
2. Create Lead
This API is used to create a new Lead.

Endpoint:
POST: {BASE_URL}/V1/client/createLead

Headers params:
Authorization : “Basic Base64(YourClientID:YourClientSecret)”
orgId: “YOUR_ORG_ID”
sessionPasscode: “SESSION_PASSCODE_RECEIVED”

Request:
{
"firstName": "John",
"lastName": "Doe",
"mobileNumber": "7715857966",
"emailId": "john@[Link]",
"loanAmount": 125000,
"dob" : "1990-07-01",
"hasConsented": true,
"address": {
"street": "1 Madonna, Mith Chowki, Malad (W)",
"city": "Mumbai",
"state": "Maharashtra",
"country": "India",
"postalCode": "400064"
}
}

Response:
{
"message": "Lead created.",
"leadId": "26a13110-44b5-415a-a602-b04b073776f4"
}

Store the leadId received for your future reference.

Copyright © 2020 Homefirst Finance Company India Ltd. All rights reserved.
All possible Lead parameters

Param Description Size (Max length) Mandatory?

salutation Type: String 8 No


Value: Mr. / Ms. / Mrs. / Dr. / Prof.

firstName Type: String 64 Yes

middleName Type: String 32 No

lastName Type: String 45 Yes

hasConsented Type : Boolean - Yes

countryCode Type: String 8 No


Value: +91

mobileNumber Type: String 10 Yes

emailId Type: String 128 No

loanType Type: String 64 No


Value: Refer appendix section

loanAmount Type: Double (Rs) - Yes

dob Type: String 10 No


Value: yyyy-MM-dd

propertyValue Type: Double (Rs) - No

partnerReferenceId Type: String (UNIQUE) 128 No


Value: This is a unique identifier of
the lead in your system for your
reference. It’s an optional field. If
passed, then it has to be unique for
each lead.

monthlyIncome Type: Double (Rs) - No

documentType Type: String 24 No


Value: Aadhaar/PAN

documentId Type: String PAN : 10 No. Yes, if


Aadhaar: 12 documentType
is set.

address Type: JSON - No


Desc: Current residential address

street Type: String 128 No

Copyright © 2020 Homefirst Finance Company India Ltd. All rights reserved.
city Type: String 45 No
Value: Standar City name

state Type: String 45 No


Value: Refer appendix section

postalCode Type: String 8 No

propertyAddress Type: JSON - No


Desc: Property address / location

street Type: String 128 No

city Type: String 45 No


Value: Standar City name

state Type: String 45 No


Value: Refer appendix section

postalCode Type: String 8 No

comment Type: String 512 No

remark Type: String 512 No

source Type: String 32 No

medium Type: String 32 No

campaign Type: String 32 No

employmentType Type: String - No


Values: Salaried / Self Employed

salariedType Type: String - No


Desc : Pass this value if
employmentType is Salaried
Values: Bank / Cash

propertyIdentified Type: Boolean - No


Values: true / false

gender Type: String - No


Values: Male / Female

tenure Type: Integer - No


Value: 1 - 25 (Years)

appointmentDatetime Type : String 19 No


Desc : Datetime of the Appointment
with the customer.
Format : yyyy-MM-dd HH:mm:ss
Time Zone : IST

companyName Type: String 128 No

alternateContactNumber Type: String 16 No

Copyright © 2020 Homefirst Finance Company India Ltd. All rights reserved.
Appendix

Loan Types

Commercial Property Loan Plot Loan (BT) + SECO

HL-BT + Renovation Loan Shop Loan - BT

HL-BT + SECO Construction Finance Product

Home Loan Shop Loan BT + Top Up

Home Loan (BT) LTV Enhancement

Home Loan (BT) + Top Up Non Credit Insurance

Home Loan (Resale) Own Plot + HL (SeCo)

LAP-BT Plot Loan

LAP-BT + Renovation Loan Plot Loan + HL (SeCo)

LAP-BT + SECO Shop Loan (Resale)

LAP-BT + Top-Up Top Up Loan

Loan Against Property (LAP) LAP + Renovation

Loan Against Property against commercial LAP + SECO


property

Loan for Repair / Renovation / Extension

Copyright © 2020 Homefirst Finance Company India Ltd. All rights reserved.
States

Andaman and Nicobar Islands Manipur

Andhra Pradesh Madhya Pradesh

Arunachal Pradesh Mizoram

Assam Nagaland

Bihar Odisha

Chandigarh Punjab

Chhattisgarh Puducherry

Daman and Diu Rajasthan

Delhi Sikkim

Dadra and Nagar Haveli Telangana

Goa Tamil Nadu

Gujarat Tripura

Himachal Pradesh Uttar Pradesh

Haryana Uttarakhand

Jharkhand West Bengal

Jammu and Kashmir Meghalaya

Karnataka Lakshadweep

Copyright © 2020 Homefirst Finance Company India Ltd. All rights reserved.
Kerala Maharashtra

Copyright © 2020 Homefirst Finance Company India Ltd. All rights reserved.

You might also like