Partner onboarding

Meet your Figure partner team, confirm which products you're launching, and agree on contacts for engineering, compliance, and operations. Questions at any point go to partner-help@figure.com.

Pick the subdomain borrowers will see, such as loans.partnerbank.com. A subdomain is required; Figure can't host your product at the root of your domain. Your test site and certificates follow from it. See Domains & DNS.

Add two CNAME records with your DNS provider, then verify them with the DNS checker. There's a step-by-step guide for Cloudflare, GoDaddy, Route 53, and more.

Send a primary logo and a square logo as optimized SVGs. Check them against the logo requirements first to avoid a round trip.

Figure sets up your branding, domains, and certificates in test, and onboards your loan officers. Each loan officer gets a loanOriginatorUuid, which you'll find in Lead Portal and send with API requests.

Figure issues your test API key. Every request needs the apikey and User-Agent headers; API basics covers the common request format. List your loan officers with the Loan Originators API as a first call.

Requests with borrower data are encrypted with JWE using Figure's public key. Can't encrypt client-side? Use the Encryption API. Figure can also exchange PGP keys with you to encrypt responses and webhooks.

Start with the HELOC inquiries overview to see how an inquiry moves from prefill to hand-off, then follow the integration guide. Showing rates before an application? Add pre-qualification.

Give Figure an HTTPS endpoint during onboarding and we'll notify it as inquiries and applications move forward. See Webhooks, and if you allowlist traffic, use Figure's IP ranges.

Complete KYB/KYC in Figure's Business Portal, create your Figure Markets wallet, and send the IP addresses of the systems that will call the gateway. The system setup checklist lists everything Figure needs.

Submit loan tapes and documents with the Origination Data API, then track each request until your loans are on chain.

Keep loan data current by uploading servicing tapes with the Servicing Data API.

Pull reports on the loans you own or have pledged with the Portfolio Manager API.

Figure delivers scheduled data exports of application, funding, and compliance data. Choose a delivery method and exchange PGP keys, since every export is encrypted.

Run happy-path and unhappy-path scenarios through Lead Portal, your landing page, or your API integration with the HELOC testing guide. Never test in production.

Figure enables production and you switch to your production keys and hosts. Subscribe to status.figure.com for incident and maintenance updates.