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Data Toolbox
/api-library/data-toolbox/ver-1.0

...you can: View historical tax information. Get loan origination date or mortgage loan details from 1098 forms. Confirm and pre-fill customer address information. Loan payoff calculator and payment alerts Enrich the customer experience with suggestions and alerts to help them make financial...

Documents
/api-library/documents/ver-1.0

...information. Interrogate the 1098 PDF form for: Loan origination date Loan balance Address How to get a list of all authorized account or individual documents Call the Statement resource using accounts/{accountId}/statement to get a list of all statement documents, saving the {statementId} for...

Accounts
/api-library/accounts/ver-1.0

...email or SMS-based alerts to introduce new loan opportunities like refinancing a mortgage or getting a new car loan. Restrictions The developer will not sell, exploit, commercialize, or otherwise reveal, account information (or its derivatives) except as explicitly authorized by the customer.

Transactions
/api-library/transactions/ver-1.0

...use our Transactions API. Savings Line of credit Loans Investments For checking and savings accounts, transaction details include: Amount Type Time stamp Category Check number Description Payee For brokerage and investment accounts, transaction details include: Type Shares Price Face...