Create a Deal - 9Squid

This recipe walks through the full lifecycle of submitting a loan tape as an originator — from initiating the upload to the deal being marked for review.

Overview

POST /originator/loans          → create deal, get upload URL
PUT  <upload_url>               → upload your CSV/XLSX file
POST /originator/loans/complete → register file, mark deal IN_REVIEW

Step 1 — Initiate the Deal

Call this endpoint with your loan type. The platform creates a new deal in DRAFT status and returns an upload URL valid for 1 hour.

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

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

{
  "success": true,
  "data": {
    "deal_id": "clx1a2b3c4d5e6f7g8h9",
    "upload_url": "https://...",
    "file_name": "loan-tape-abc123.upload",
    "expires_in": 3600
  }
}

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

Step 2 — Upload the File

Using the upload_url from Step 1, upload your CSV or XLSX file directly. No auth header needed — the URL is pre-authorized.

curl -X PUT "<upload_url>" \
  -H "Content-Type: text/csv" \
  --data-binary @your-loan-tape.csv

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

The upload URL expires in 1 hour. If it expires, call PATCH /originator/loans/:dealId to regenerate.

Step 3 — Complete the Upload

After the file is uploaded, notify the platform. The gateway verifies the file is valid CSV or XLSX, 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"
  }'

Response

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

Step 4 — Check Deal Status

Poll the deal to track its progress through the review pipeline.

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

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

Regenerate an Expired URL

If your upload URL expired before you could upload, regenerate it:

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 remains in DRAFT.

What’s Next

Run Selection Criteria — validate your deal against eligibility rules
Bulk Upload — submit multiple loan tapes in one job
View Your Pool — inspect the securitization pool your deal belongs to

​Overview

​Step 1 — Initiate the Deal

​Step 2 — Upload the File

​Step 3 — Complete the Upload

​Step 4 — Check Deal Status

​Regenerate an Expired URL

​What’s Next