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Update the stage of a lead

POST
/api/v1/{servicepartner}/leads

Updates a lead’s stage through the legacy API endpoint. Only service partners can update leads. Supports transitions to Reviewed, Contacted, Qualified, Funded, Disqualified, and Withdrawn stages. Additional metadata like funding details or disqualification reasons can be provided based on the target stage.

Authorizations

Section titled “Authorizations ”

Parameters

Section titled “ Parameters ”

Path Parameters

Section titled “Path Parameters ”
servicepartner
required
string

Request Body required

Section titled “Request Body required ”
object
id
string format: uuid
status
string
Allowed values: Reviewed Contacted Qualified Funded Disqualified Withdrawn
fundedDate
string format: date-time
nullable
fundedAmount
number format: double
nullable
fundedInterestRate
number format: double
nullable
fundedAPR
number format: double
nullable
fundedTermMonths
integer format: int32
nullable
fundedAmortizationMonths
integer format: int32
nullable
disqualifiedReason
string
Allowed values: EligibilityIssue CreditIssue CashFlowIssue CollateralIssue LoanUseIssue PersonalGuaranteeIssue Other
withdrawnReason
string
Allowed values: BorrowerStoppedResponding Duplicate LostBidToCompetitor FraudOrSpam Reassignment Other
additionalInfo
string
nullable
willReceiveTechnicalAssistance
boolean
nullable
technicalAssistanceOptions
Array<string>
nullable
Allowed values: Accounting BusinessPlan BuyOrSellABusiness CashFlowManagement CompanyFormation CustomerRelations CreditCounseling FinancingOrCapital Franchising GovernmentContracting HumanResourcesAndManagement InternationalTrade LegalIssues MarketingOrSales PrivateSectorProcurement TaxPlanning TechnologyAndECommerce
abandonedReason
string
Allowed values: BorrowerStoppedResponding Duplicate LostBidToCompetitor FraudOrSpam Reassignment Other

Responses

Section titled “ Responses ”

200

Section titled “200 ”

OK

400

Section titled “400 ”

Bad Request

object
type
string
nullable
title
string
nullable
status
integer format: int32
nullable
detail
string
nullable
instance
string
nullable
key
additional properties

404

Section titled “404 ”

Not Found

object
type
string
nullable
title
string
nullable
status
integer format: int32
nullable
detail
string
nullable
instance
string
nullable
key
additional properties

409

Section titled “409 ”

Conflict

object
type
string
nullable
title
string
nullable
status
integer format: int32
nullable
detail
string
nullable
instance
string
nullable
key
additional properties