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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 Supports transitions to Reviewed, Contacted, Qualified, Funded, Disqualified, and Withdrawn stages.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
string

Request Body required

Section titled “Request Body required ”
LeadUpdateModel
object
id
Guid
string format: uuid
status
SelectableLeadStage
string
Allowed values: Reviewed Contacted Qualified Funded Disqualified Withdrawn
fundedDate
Nullable`1
string format: date-time
nullable
fundedAmount
Nullable`1
number format: double
nullable
fundedInterestRate
Nullable`1
number format: double
nullable
fundedAPR
Nullable`1
number format: double
nullable
fundedTermMonths
Nullable`1
integer format: int32
nullable
fundedAmortizationMonths
Nullable`1
integer format: int32
nullable
disqualifiedReason
DisqualifiedReason
string
Allowed values: EligibilityIssue CreditIssue CashFlowIssue CollateralIssue LoanUseIssue PersonalGuaranteeIssue Other
withdrawnReason
WithdrawnReason
string
Allowed values: BorrowerStoppedResponding Duplicate LostBidToCompetitor FraudOrSpam Reassignment Other
additionalInfo
String
string
nullable
willReceiveTechnicalAssistance
Nullable`1
boolean
nullable
technicalAssistanceOptions
List`1
Array<string>
nullable
Allowed values: Accounting BusinessPlan BuyOrSellABusiness CashFlowManagement CompanyFormation CustomerRelations CreditCounseling FinancingOrCapital Franchising GovernmentContracting HumanResourcesAndManagement InternationalTrade LegalIssues MarketingOrSales PrivateSectorProcurement TaxPlanning TechnologyAndECommerce
abandonedReason
WithdrawnReason
string
Allowed values: BorrowerStoppedResponding Duplicate LostBidToCompetitor FraudOrSpam Reassignment Other

Responses

Section titled “ Responses ”

200

Section titled “200 ”

OK

400

Section titled “400 ”

Bad Request

ProblemDetails
object
type
String
string
nullable
title
String
string
nullable
status
Nullable`1
integer format: int32
nullable
detail
String
string
nullable
instance
String
string
nullable
key
additional properties
Object

404

Section titled “404 ”

Not Found

ProblemDetails
object
type
String
string
nullable
title
String
string
nullable
status
Nullable`1
integer format: int32
nullable
detail
String
string
nullable
instance
String
string
nullable
key
additional properties
Object

409

Section titled “409 ”

Conflict

ProblemDetails
object
type
String
string
nullable
title
String
string
nullable
status
Nullable`1
integer format: int32
nullable
detail
String
string
nullable
instance
String
string
nullable
key
additional properties
Object