API – Quick Quote
This article assumes you have read API – Create a Loan.
A Quick Quote is a temporary loan account that will last at least until midnight. After that, it will be deleted from the system and cannot be recovered (hence “temporary”). Since a quick quote is a loan account, you can use the same API endpoints for creating and updating loan accounts to create and update quick quotes.
Creating a Quick Quote
To create a quick quote, simply follow the steps for creating a loan, but include the added field:
temporaryAccount:1
Thus, your payload would look something like:
{
"displayId": "L001000",
"title": "My First Loan",
....
"deleted": 0,
"temporaryAccount": 1,
"LoanSetup": {
....
}
}Converting a Quick Quote to a Loan
To convert a quick quote to a loan, simply send it a PUT request with the following body:
{
__temporary:false,
displayId: "<id>"
}Where <id> will be replaced with the quick quote’s display id.