Bulk Loan Upload

Bulk upload lets you submit multiple loan tapes in a single job. Each deal gets its own upload URL and tracks status independently — useful when you need to onboard several loan pools at once.

Overview

POST /originator/loans/bulk            → create bulk job, get per-deal upload URLs
PUT  <upload_url>                      → upload each file directly (one per deal)
POST /originator/loans/bulk/complete   → mark the job complete, trigger processing
GET  /originator/loans/bulk/:jobId     → poll bulk job status

Step 1 — Initiate a Bulk Upload Job

Send an array of loan entries — each with a type and an optional reference you can use to correlate results.

curl -X POST https://api.9squid.com/v1/api/originator/loans/bulk \
  -H "Authorization: Bearer <your_token>" \
  -H "Content-Type: application/json" \
  -d '{
    "loans": [
      { "type": "Auto",     "reference": "pool-auto-q2" },
      { "type": "Mortgage", "reference": "pool-mtg-q2" }
    ]
  }'

Supported loan types: Auto, Personal, Mortgage, Student, Business, Credit Card Response

{
  "success": true,
  "data": {
    "bulk_job_id": "clxbulk987654",
    "deals": [
      {
        "reference": "pool-auto-q2",
        "deal_id": "clx1a2b3c4d5e6f7g8h9",
        "upload_url": "https://...",
        "file_name": "loan-tape-abc123.upload",
        "expires_in": 3600
      },
      {
        "reference": "pool-mtg-q2",
        "deal_id": "clx9z8y7x6w5v4u3t2s1",
        "upload_url": "https://...",
        "file_name": "loan-tape-def456.upload",
        "expires_in": 3600
      }
    ]
  }
}

Each deal is created in DRAFT status. Upload URLs expire in 1 hour.

Step 2 — Upload Each File

Use each deal’s upload_url to upload the corresponding loan tape. Do this for every deal in the response. No auth header needed — URLs are pre-authorized.

# Upload auto loan tape
curl -X PUT "<upload_url_for_auto>" \
  -H "Content-Type: text/csv" \
  --data-binary @auto-loans-q2.csv

# Upload mortgage loan tape
curl -X PUT "<upload_url_for_mortgage>" \
  -H "Content-Type: text/csv" \
  --data-binary @mortgage-loans-q2.csv

For XLSX files use Content-Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet.

Upload all files before calling complete. Any deal without an uploaded file will fail validation.

Step 3 — Complete the Bulk Job

Once all files are uploaded, notify the platform. Pass each deal’s deal_id and file_name from Step 1.

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",
    "deals": [
      {
        "deal_id": "clx1a2b3c4d5e6f7g8h9",
        "file_name": "loan-tape-abc123.upload"
      },
      {
        "deal_id": "clx9z8y7x6w5v4u3t2s1",
        "file_name": "loan-tape-def456.upload"
      }
    ]
  }'

Response

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

Step 4 — Poll Bulk Job Status

Track the overall job and per-deal progress.

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

Response

{
  "success": true,
  "data": {
    "bulk_job_id": "clxbulk987654",
    "status": "COMPLETED",
    "deals": [
      {
        "deal_id": "clx1a2b3c4d5e6f7g8h9",
        "reference": "pool-auto-q2",
        "status": "QC_COMPLETED"
      },
      {
        "deal_id": "clx9z8y7x6w5v4u3t2s1",
        "reference": "pool-mtg-q2",
        "status": "IN_REVIEW"
      }
    ]
  }
}

Bulk job statuses:

Status	Meaning
`PROCESSING`	Files submitted, deals being validated
`COMPLETED`	All deals processed (check individual deal statuses)
`PARTIAL`	Some deals failed validation — see per-deal status

Regenerate Expired Upload URLs

If an upload URL expires before you finish uploading, regenerate it for a specific deal:

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

Returns a fresh upload_url and file_name. The deal stays in DRAFT.

What’s Next

Run Selection Criteria — validate each deal against eligibility rules
Create a Single Deal — single deal upload flow
View Your Pools — inspect the securitization pools your deals belong to

​Overview

​Step 1 — Initiate a Bulk Upload Job

​Step 2 — Upload Each File

​Step 3 — Complete the Bulk Job

​Step 4 — Poll Bulk Job Status

​Regenerate Expired Upload URLs

​What’s Next