Bulk Loan Upload

Initiate a Bulk Upload Job

Send an array of loan type entries. Each deal is created in DRAFT status with its own upload URL valid for 1 hour.Supported loan types: Auto, Personal, Mortgage, Student, Business, Credit Card

curl -X POST https://api.9squid.com/v1/api/originator/loans/bulk \
  -H "Authorization: Bearer <your_token>" \
  -H "Content-Type: application/json" \
  -d '[
    { "type": "Auto" },
    { "type": "Mortgage" }
  ]'

{
  "success": true,
  "data": {
    "bulk_job_id": "clxbulk987654",
    "files": [
      {
        "deal_id": "clx1a2b3c4d5e6f7g8h9",
        "upload_url": "https://api.9squid.com/v1/api/originator/loans/upload?u=<token>",
        "file_name": "loan-tape-abc123.upload",
        "expires_in": 3600
      },
      {
        "deal_id": "clx9z8y7x6w5v4u3t2s1",
        "upload_url": "https://api.9squid.com/v1/api/originator/loans/upload?u=<token>",
        "file_name": "loan-tape-def456.upload",
        "expires_in": 3600
      }
    ]
  }
}

Upload Each File

Upload each file to its corresponding upload_url. The URL routes through the platform gateway — include your Authorization header and Content-Length as with any other request.Upload all files before calling complete. Any deal without an uploaded file will fail validation.

Upload URLs expire in 1 hour. Call PATCH /originator/loans/bulk/:jobId to regenerate fresh URLs for all DRAFT deals in the job.

# Auto loan tape
curl -X PUT "<upload_url_for_auto>" \
  -H "Authorization: Bearer <your_token>" \
  -H "Content-Length: <file_size_in_bytes>" \
  --data-binary @auto-loans-q2.csv

# Mortgage loan tape
curl -X PUT "<upload_url_for_mortgage>" \
  -H "Authorization: Bearer <your_token>" \
  -H "Content-Length: <file_size_in_bytes>" \
  --data-binary @mortgage-loans-q2.csv

{
  "success": true,
  "file_path": "upload/documents/deals/clx1a2b3c4d5e6f7g8h9/loan-tape-abc123.upload"
}

Complete the Bulk Job

Pass each deal_id and file_name from Step 1. The gateway fetches file metadata, registers each file, and marks all deals as IN_REVIEW.

curl -X POST https://api.9squid.com/v1/api/originator/loans/bulk/complete \
  -H "Authorization: Bearer <your_token>" \
  -H "Content-Type: application/json" \
  -d '{
    "bulk_job_id": "clxbulk987654",
    "loans": [
      { "deal_id": "clx1a2b3c4d5e6f7g8h9", "file_name": "loan-tape-abc123.upload" },
      { "deal_id": "clx9z8y7x6w5v4u3t2s1", "file_name": "loan-tape-def456.upload" }
    ]
  }'

{
  "success": true,
  "data": {
    "bulk_job_id": "clxbulk987654",
    "results": [
      { "deal_id": "clx1a2b3c4d5e6f7g8h9", "deal_status": "IN_REVIEW" },
      { "deal_id": "clx9z8y7x6w5v4u3t2s1", "deal_status": "IN_REVIEW" }
    ]
  }
}

Poll Bulk Job Status

Bulk Status	Meaning
`PROCESSING`	Files submitted, deals being validated
`COMPLETED`	All deals processed — check individual statuses
`PARTIAL`	Some deals failed validation

curl https://api.9squid.com/v1/api/originator/loans/bulk/clxbulk987654 \
  -H "Authorization: Bearer <your_token>"

{
  "success": true,
  "data": {
    "bulk_job_id": "clxbulk987654",
    "deals": [
      { "deal_id": "clx1a2b3c4d5e6f7g8h9", "deal_status": "QC_COMPLETED" },
      { "deal_id": "clx9z8y7x6w5v4u3t2s1", "deal_status": "IN_REVIEW" }
    ]
  }
}