v1.0 — April 2026
Added
-
Platform API Gateway — Unified entry point for all Originator and Investor workflows under a single base URL (
https://api.9squid.com/v1/api) with a consistent response envelope. -
Originator Loan Management — Full loan tape submission lifecycle: initiate, upload, complete, and status tracking across
DRAFT→IN_REVIEW→QC_COMPLETED→APPROVED/REJECTED. - Bulk Loan Upload — Submit multiple loan tapes in a single job. Each deal gets its own pre-signed upload URL with independent status tracking.
- Selection Criteria — Trigger eligibility runs against underwriting rules. Results include per-loan pass/fail status and exception detail.
- Deal Marketplace — Investor-facing deal listing with tranche details, filtering, and sorting.
- Investor Subscriptions — IOI submission, subscription commitment, and allocation tracking.
- Investor Portfolio Reports — Holdings, trade history, tranche performance metrics, and pool analytics in a unified endpoint.
- ALM Analytics — Duration, convexity, NII sensitivity, EVE, VaR, and stress testing on any deal via the TCT Risk ALM engine.
- Pool Analytics — Aggregate pool statistics: weighted averages, delinquency breakdown, geographic distribution.
- Deal Room Documents — Document upload support for W9 forms and supporting deal materials.
- Webhooks — Real-time event delivery for deal status changes, loan approvals, trade settlements, SC completions, and document uploads. Includes signature verification and delivery replay.
-
Role-Based Access Control — Originator and Investor roles enforced at the token level. Cross-role requests return
403 Forbidden.
Upcoming
The following capabilities are in active development. Documentation will be published ahead of release.- Secondary Market Trading — Endpoints for listing, bidding on, and settling secondary market trades.
- Additional Document Types — Expanded deal room support beyond W9 forms.
- Webhook Event Expansion — Additional event types for portfolio and analytics events.
For questions about a specific release or to report a regression, contact support@9squid.com.