FORMAX DEVELOPER API
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        POST
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    • Credit Card, Bank Account & Demat Account Lead API
      • Fetch All Products
      • Create Lead
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    Credit Card, Bank Account & Demat Account Lead API

    šŸ’³šŸ¦šŸ“ˆ Credit Card, Bank Account & Demat Account Lead API
    šŸ”— API Overview
    The Credit Card, Bank Account & Demat Account Lead API allows partners to digitally capture and submit customer leads for multiple financial products through a single integration. Partners can create leads, redirect customers to complete the application journey, track lead status, and receive payout notifications once the lead is successfully completed and confirmed by the partner institution.
    āœØ Key Capabilities
    šŸ’³ Credit Card Lead Generation
    Create and manage credit card application leads with seamless tracking.
    šŸ¦ Bank Account Lead Creation
    Submit leads for savings/current account opening with digital onboarding.
    šŸ“ˆ Demat Account Leads
    Generate demat account leads and monitor completion status.
    šŸ”„ Lead Lifecycle Management
    From lead creation to completion, track real-time lead status via APIs.
    šŸ”— SSO-Based Customer Journey
    Secure redirection for customers to complete the application process.
    šŸ”” Automated Payout Notification
    Receive webhook callbacks after lead completion and MIS confirmation.
    šŸ” Secure & Scalable APIs
    Authenticated, reliable APIs built for high-volume partner usage.
    šŸš€ Lead Flow Overview
    šŸ“‹ Fetch Active Products
    Retrieve available financial products with payout details.
    šŸ§‘ā€šŸ’¼ Create Lead
    Submit customer details and generate a secure lead reference.
    šŸ”— Customer Completion
    Customer completes KYC and application via partner platform.
    šŸ“Š Lead Status Tracking
    Check lead status or wait for final confirmation.
    šŸ’° Payout Confirmation
    Receive payout details once terms are fulfilled and MIS is received.
    šŸŽÆ Best Suited For
    Fintech & neobank platforms
    Agent & distributor networks
    Digital wallets & super apps
    Financial product aggregators
    Modified atĀ 2025-12-25 06:41:25
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