Create a Deal - 9Squid

Initiate the Deal

Call POST /originator/loans with your loan type. The platform creates a new deal in DRAFT status and returns an upload URL valid for 1 hour.Supported loan types: Auto, Personal, Mortgage, Student, Business, Credit Card

If a DRAFT deal already exists for the same loan type, it will be reused and a fresh URL returned.

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

{
  "success": true,
  "data": {
    "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
  }
}

Upload the File

Use the upload_url from Step 1 to push your CSV or XLSX file. The URL routes through the platform gateway — include your Authorization header as with any other request.

The upload URL expires in 1 hour. If it expires, call PATCH /originator/loans/:dealId to get a fresh one. Content-Length is required — S3 needs it to accept the stream.

curl -X PUT "<upload_url>" \
  -H "Authorization: Bearer <your_token>" \
  -H "Content-Length: <file_size_in_bytes>" \
  --data-binary @your-loan-tape.csv

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

Complete the Upload

Notify the platform that the file is ready. The gateway verifies the file, registers it, and transitions the deal to IN_REVIEW.

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

{
  "success": true,
  "data": {
    "deal_id": "clx1a2b3c4d5e6f7g8h9",
    "deal_status": "IN_REVIEW"
  }
}

Check Deal Status

Poll the deal to track its progress through the review pipeline.Deal status lifecycle:

Status	Meaning
`DRAFT`	Upload URL issued, file not yet submitted
`IN_REVIEW`	File submitted, under platform review
`QC_COMPLETED`	Quality check passed
`APPROVED`	Deal approved for securitization
`REJECTED`	Deal rejected — check reason in response

curl https://api.9squid.com/v1/api/originator/loans/clx1a2b3c4d5e6f7g8h9 \
  -H "Authorization: Bearer <your_token>"

{
  "success": true,
  "data": {
    "deal_id": "clx1a2b3c4d5e6f7g8h9",
    "status": "QC_COMPLETED"
  }
}