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POST
Create a deal

Authorizations

Authorization
string
header
required

API key (nlmca_live_…) or OAuth access token

Body

application/json
business_id
string

Existing business to open the deal on. Provide this or business.

business
object

Inline business details when you do not have a business id. Matched by EIN, else by normalised legal name + state; a new business is created when nothing matches.

owner
object

Primary owner. Matched to an existing person by email / phone, otherwise a person is created and linked to the business. SSNs are set through PATCH /v1/people/{id}.

requested_amount
number

Requested funding amount in dollars.

Required range: x >= 0
use_of_funds
string

What the funds are for.

Maximum string length: 2000
annual_revenue
number

Stated annual revenue in dollars. Bank-verified revenue from statement analysis takes precedence in lender matching.

Required range: x >= 0
product_type
enum<string>
default:mca

Product requested.

Available options:
mca,
term_loan,
loc,
equipment,
factoring
desired_term_months
number

Desired term in months.

Required range: 1 <= x <= 120
desired_frequency
enum<string>

Desired payment frequency.

Available options:
daily,
weekly,
bi-weekly,
monthly
paper_grade
string

Paper grade override (AD). Setting it marks paper_grade_source as manual; omit to let the platform compute it from bank data.

Maximum string length: 10
originator_id
string

Originator (user id). Defaults to the credential’s creator.

closer_id
string

Closer (user id).

lead_source
string

Where the lead came from, free text (e.g. website, referral:acme).

Maximum string length: 100
state_incorporated
string

State of incorporation.

Maximum string length: 50
risk_flags
object

Rep-entered risk facts used by lender matching: { prior_default, reversals, bankruptcy_months, seasonal, franchise_years }.

form_data
object

Application form data keyed by field key (standard and custom fields). Stored as given.

ghl_contact_id
string

CRM contact id to link the primary owner to, when the lead already exists in the CRM.

Maximum string length: 255

Response

Created

data
object
required
meta
object
required