Lend-SaaS

A LendingSaaS Python Client Library

For an overview of the LendSaaS API, click here.

Requirements

• Python >= 3.6

Getting started

pip install lend-saas

lend-saas is simple to use -- take a look at the below example:

from lendSaaS import LendClient

ls = LendClient('api_key', 'client_name')

Available methods:

Leads Object (ls.leads)

# For example:
df = ls.leads.get_lead(lead_id)
print(df.head(2))

• get_leads(submittedMinDate, submittedMaxDate, offset, limit=1000) - Get a list of leads to dataframe
• get_lead(lead_id) - Get info about specific lead. Use LeadId from get leads query.
• get_lead_payment_promise(lead_id) - Get info payment promise. Use LeadId from get leads query.
• get_lead_external_data(lead_id) - Get external data on specific lead. Use LeadId from get leads query. Possible Values are in DocString
• get_notes(lead_id, startDate, endDate, offset, limit=5000) - Get notes about leads. Use LeadId from get leads query.
• get_ach_schedule(lead_id, startDate, endDate, offset, limit=5000) - Get info about ach payment schedule. Use LeadId from get leads query.
• get_underwriting_info(lead_id, submittedMinDate, submittedMaxDate, offset, limit=5000) - Get info about underwriting info. Use LeadId from get leads query.

Funding Object (ls.funding)

• get_account_monitoring(amStatusId, wlpId, includeClosedDeals) - Get a dataframe of account monitoring. Args are required.
• get_funding_stats(sdate, edate) - Get dataframe of funding stats based on date parameters

Underwriting Object (ls.Underwriting)

• get_offers(leadId, offset, limit=1000) - Get a list of offers given to dataframe
• get_positions(leadId, offset, limit=1000) - Get a list of positions to dataframe - offset and limit are required fields.
• get_offer(offer_id) - Get info on specific offer
• get_stips(leadId, offset, limit=1000) - Get a list of stips to dataframe
• get_principals(leadId, offset, limit=1000) - Get a list of principals to dataframe
• get_banking_worksheet(leadId, offset, limit=1000) - Get a list of banking worksheets to dataframe. Needs more work to flatten out actual worksheet column.
• get_uw_status_history(leadId, offset, limit=1000) - Get a list of uw status to dataframe
• get_lead_isos(leadId, offset, limit=1000) - Get a list of lead isos to dataframe
• get_syndication_info(leadId, offset, limit=1000) - Get a list of syndication info to dataframe
• get_fees(leadId, offset, limit=1000) - Get a list of fee info to dataframe
• get_external_data(lead_id, offset, limit=100, source='experian', product=['Credit Profile', 'Bank Statements']) - Get info about specific lead. Use LeadId from get leads query. Possible Values are in DocString

Tests

Not working as of yet

TO DO

Finish Tests with Mock API