The Loan Lookup API integration allows you to pre-fill form fields with loan-related data based on user-submitted information. This improves form completion rates and user experience by reducing manual input.

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Funnel Form Flow Step-Level Configuration

Configuration Path:
Form Flow > Step > Settings > Trigger Loan Lookup

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Functionality

  • Toggle Trigger Loan Lookup ON for a specific step.
  • The system will call the Loan Lookup API at that step.
  • All subsequent steps in the form will be automatically pre-filled with any data returned from the lookup.
  • Note: Steps are not skipped by default. To enable step skipping based on filled data, toggle on Auto Skip Steps in the Meta tab of the form flow.

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Internal Lookup Source (Custom Integration)

Configuration Path:
Form Flow > Meta Tab > Internal Lookup Source

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Functionality

  • Select your internal source from the dropdown.
  • When enabled, Pingtree will:
    1. First check its own Loan Lookup API
    2. Then check your internal source if no data is found
  • Step skipping behavior is the same: to skip steps based on prefill, enable Auto Skip Steps in the Meta tab.

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Customization Options (Contact Support to Configure):

  • Only check Pingtree API
  • Only check your internal lookup
  • First check internal source, then fallback to Pingtree API

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Data Storage

Once lookup is triggered, the field loan_lookup will be stored in the lead record:

  • loan_lookup: true — if lookup was triggered and returned data
  • loan_lookup: false — if no data was returned or lookup was not triggered

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Fields Used for Lookup

The API uses the following lead fields to perform a lookup:

  • first_name
  • email
  • mobile

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Fields Populated (if matched)

If data is found, the following fields are auto-populated:

  • first_name
  • last_name
  • email
  • mobile
  • address
  • city
  • state
  • zip_code
  • country
  • net_monthly_income
  • employer_name
  • job_title
  • months_at_employer
  • credit_score
  • home_owner
  • months_at_address
  • user_agent
  • ip
  • isp
  • preferred_contact_tod_name

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Internal Lookup Data

If using your Internal Source, it will use:

  • email and mobile fields

And will pre-fill any fields returned in your response (must match Pingtree form field keys).

Tip: Combine loan lookup with credit scoring or fraud detection for a more robust lead validation pipeline.