- Create a Deal — initiate a loan tape upload and submit a deal for review
- Run Selection Criteria — validate your deal against eligibility rules and review exceptions
- Bulk Loan Upload — submit multiple loan tapes in a single job
- ALM Analytics — run duration, convexity, NII sensitivity, and stress tests on a deal
- Pool Analytics — browse pool statistics, weighted averages, and geographic distribution
- Investor Deal Subscription — browse deals, submit IOI, subscribe, and track allocations
- Investor Portfolio Reports — fetch holdings, trade history, and performance analytics
- Deal Room Documents — upload W9 forms and supporting deal materials
- Webhooks — subscribe to real-time platform events
Workflows
Step-by-step guides for common workflows on the 9Squid platform. Each recipe walks through a full flow with example requests and responses.