Enable loan data prefill in funnel flows using Pingtree’s API or your internal source. Pre-populates fields like income, employer, credit score, etc.
Form Flow > Step > Settings > Trigger Loan Lookup
Form Flow > Meta Tab > Internal Lookup Source
loan_lookup
will be stored in the lead record:
loan_lookup: true
— if lookup was triggered and returned dataloan_lookup: false
— if no data was returned or lookup was not triggeredfirst_name
email
mobile
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
email
and mobile
fieldsTip: Combine loan lookup with credit scoring or fraud detection for a more robust lead validation pipeline.