Finance CRM API

Professional API documentation for finance products, leads, documents, status, and lender flow

Use this documentation to connect Dhanita Finance CRM API with your website, app, CRM, ERP, admin panel, or lead platform.

API Access

Auth Type API Key
Header X-API-Key
Version v1.0.0
Overview

What This API Supports

Simple API flow for product listing, lead creation, document upload, live status tracking, RM updates, and disbursement information.

13+API Paths
API KeySecure Access
LiveStatus Tracking
SDKDeveloper Support

Get API Key

Register and get secure API key for your platform.

Map DSA Code

Connect your DSA account with API flow.

Choose Products

Fetch active loan and financial products.

Add Lead

Submit customer details and loan requirement.

Upload Documents

Send KYC and financial documents securely.

Track Application

Get status, RM, lender, and disbursement updates.

Endpoint Groups

Developer-Friendly Endpoint Reference

Quick view of API groups before using the live Swagger panel.

GET /products
Get active finance products

Returns active loan and financial products available for API partners.

GET /products/categories
Get product categories
GET /products/lender-mapping
Get lender product mapping

POST /leads
Create customer lead

Submit customer basic details for a selected financial product.

GET /leads/{lead_id}
View lead details
PATCH /leads/{lead_id}
Update lead details
GET /leads/{lead_id}/journey
Get lead journey
GET /leads/{lead_id}/disbursement
Get lead disbursement details

GET /leads/{lead_id}/status
Get real-time lead status
GET /statuses
Get all lead statuses

POST /leads/{lead_id}/documents
Upload customer document
PATCH /leads/{lead_id}/documents/{document_id}
Update document details

POST /leads/{lead_id}/notes
Add lead note or follow-up update

GET /leads/{lead_id}/rm
Get assigned RM and lender details
Swagger UI

Interactive OpenAPI Documentation

Use the Swagger panel to inspect request body, response schema, parameters, and API security.

Dhanita Finance CRM API OpenAPI 3.0.3
Raw JSON

Loading Swagger documentation...

Need API access or integration support?

Share your website, app, CRM, or DSA use case. Our team will guide you with API package, documentation, and next steps.