Features
Leads Management
Overview
Leads Management in the Muse Finance API empowers partners to efficiently handle and monitor leads within the system. From submission to conversion, the Leads Management features provide a comprehensive solution for managing and optimising lead-related processes.
Key Features
Retrieve a list of leads: Access a comprehensive list of all leads stored in the system, including essential details such as name, contact information, and status.
Submit leads: Seamlessly submit new leads for processing, creating corresponding lead entries within the system.
Retrieve details of a single lead: Obtain detailed information about a specific lead using its unique ID.
Update lead: Modify and update the information of an existing lead identified by its unique ID.
Convert a lead: Initiate the conversion of a lead into a different status or process within the system.
Application Management
Overview
Application Management features streamline the process of handling finance applications, ensuring partners can efficiently manage and track applications from submission to closure.
Key Features
Retrieve finance applications: Access a list of finance applications stored in the system.
Retrieve details of a finance application: Obtain detailed information about a specific finance application using its unique ID.
Agreement Management
Overview
Agreement Management features provide a comprehensive solution for partners to handle finance agreements. It covers the retrieval of agreements and detailed information about a specific agreement.
Key Features
Retrieve finance agreements: Access a list of finance agreements stored in the system.
Retrieve details of a finance agreement: Obtain detailed information about a specific finance agreement using its unique ID.
Funds Requests
Overview
Funds Requests features enable partners to manage and track financial requests efficiently. From submission to approval, this functionality covers the entire funds request process.
Key Features
Retrieve funds requests: Access a list of funds requests stored in the system.
Retrieve details of a funds request: Obtain detailed information about a specific funds request using its unique ID.
Submit exchange rate for a funds request: Provide and submit the exchange rate for a funds request.
Credit Backed Offer
Overview
Credit Backed Offer features facilitate the handling of credit-backed offers, ensuring partners can efficiently manage approvals, appeals, and decision processes.
Key Features
Retrieve credit-backed offers: Access a list of credit-backed offers stored in the system.
Retrieve details of a credit-backed offer: Obtain detailed information about a specific credit-backed offer using its unique ID.
Approve a credit-backed offer: Approve a credit-backed offer within the system.
Appeal a credit-backed offer: Initiate an appeal process for a credit-backed offer.
Webhooks
Overview
Webhooks provide real-time event notifications to partners, enhancing their ability to stay informed about critical system events, such as the creation of new fund requests.