How do I get a lender connected by API?

By default, NextLevel MCA emails each deal package to the lender’s submission addresses. Some lenders also accept deals through their own API: the deal goes straight into the lender’s system, and its status (and, for some lenders, its offers) comes back to you automatically. You don’t set this up yourself. You send a request from the lender’s page, and NextLevel MCA connects it for your workspace. Sending or cancelling a request needs the Edit Lenders permission.

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Which lenders offer it

When you add a lender and pick it from the list of known lenders, the line under Lender name tells you whether an API connection is available:

• API integration available on request followed by what it does, for example Returns offers automatically.
• No API integration known for this lender yet: deals go out by email. You can still request one and NextLevel MCA will check.

A lender added as a Custom lender can also be requested. Not every lender offers an API; NextLevel MCA checks and lets you know.

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Request the connection

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While you wait

The card shows where your request stands: Until the connection is live, deals keep going out by email as normal. Cancel request withdraws an open request; you can request again any time.

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Once it’s connected

• The API integration card shows Connected, the integration’s name, when it was last verified, and any last error. It’s managed by NextLevel MCA; contact support to change it.
• The lender shows an API badge in the Lenders list and on deals.
• An amber Test badge means the connection points at the lender’s test (sandbox) server: deals go there, not to the lender’s live queue. NextLevel MCA switches it to production once the lender approves you.
• Some lenders can push status changes the moment they happen. If the card shows an Instant status updates address, give it to the lender and click Copy to copy it. Until the lender uses it, NextLevel MCA checks for updates every 15 minutes.
• Submission emails stay on the tab as a fallback.

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Submitting to an API lender

You submit the usual way: tick the lender on the deal’s Submissions tab and click Submit to selected.

• API pre-flight appears under the lender list when you’ve ticked an API lender. It checks the deal has everything that lender’s system requires. Ready for means it’s good to go. Missing for lists what to add, such as an owner’s mobile phone or email. Submit to selected stays greyed out until every ticked API lender is ready.
• Fix the missing fields on the deal, then click Re-check in the pre-flight panel. Or untick the lender and send it by email another time.
• After sending, the submission row shows the lender’s status, its reference, when it was last checked, and a Test badge if it went to the test server. Refresh checks the status (and offers, where the lender supports it) now. View error shows what went wrong, Open in funder opens the application in the lender’s portal where available, and Retry sends it again.

See Submitting to lenders for the rest of the submission flow.

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Common problems