Setting up LendAPI - LendAPI

Setting up LendAPI

In this step-by-step guide, we’ll help you get started with LendAPI by walking you through setting up your global settings and laying the foundation for building your own Fintech product from scratch.

What you will learn

Learn how to access and understand the platform's key sections, including Applications, Workflows, and Settings.
Step-by-step guidance to configure your company settings, branding, and security preferences.
Understand the core capabilities of LendAPI’s Workflow Studio, including rules, engines, and product setup tools.
Discover how to leverage the sandbox for testing workflows without affecting live production.
Learn how to set up and manage outcome stages (Approved, Declined, Review, Withdrawn) with simple, no-code options.

What you will learn

Learn how to access and understand the platform's key sections, including Applications, Workflows, and Settings.
Step-by-step guidance to configure your company settings, branding, and security preferences.
Understand the core capabilities of LendAPI’s Workflow Studio, including rules, engines, and product setup tools.
Discover how to leverage the sandbox for testing workflows without affecting live production.
Learn how to set up and manage outcome stages (Approved, Declined, Review, Withdrawn) with simple, no-code options.

Getting Started

Setting up LendAPI

Roles, Permissions & System Setup

Mastering Variable Studio

Applications on Product Studio

Decision Outcomes & Templates

Create and Test Decision Trees

Connect Decisions to Applications

Finalize Offers, Verifications & Agreements

Enhance Workflows

Testing & Managing Applications