Advanced

Integrations

Connect EHF Mortgages with external services to streamline your workflow and automate mortgage handling.

{
  "event": "application.approved",
  "mortgageId": "mhg-12345",
  "status": "approved",
  "applicant": {
    "name": "John Doe",
    "amount": 250000
  },
  "timestamp": "2024-10-15T10:30:00Z"
}

curl -X GET "https://api.example.com/v1/mortgages/export?format=json&status=approved" \
  -H "Authorization: Bearer YOUR_API_KEY"

const response = await fetch('https://api.example.com/v1/mortgages/export?format=json&status=approved', {
  headers: { 'Authorization': 'Bearer YOUR_API_KEY' }
});
const mortgages = await response.json();

Overview

EHF Mortgages supports seamless integrations with third-party services to automate mortgage processing, notifications, and data synchronization. You can connect to bank APIs for real-time verification, set up webhooks for instant updates on loan statuses, integrate with email providers and CRMs for customer communication, and export data in custom formats.

Review your integration requirements before setup. Ensure you have admin access to EHF Mortgages and the target services.

Available Integrations

Bank APIs

Connect to third-party banks for automated verification and fund transfers.

Webhooks

Receive real-time notifications for mortgage application updates.

Email & CRM

Sync customer data and automate notifications with popular services.

Data Export

Export mortgage records in JSON, CSV, or custom formats.

Webhook Configuration

Set up webhooks to get instant updates on events like application approvals or document uploads.

Create Webhook

Navigate to your EHF Mortgages dashboard at https://dashboard.example.com/integrations/webhooks.

Select "New Webhook" and enter your endpoint URL, such as https://your-webhook-url.com/mortgage-updates.

Configure Events

Choose events like application.approved or document.uploaded.

Test the webhook by triggering a sample event.

Verify Payload

Monitor your endpoint logs for incoming payloads.

Example webhook payload:

Bank API Connections

Integrate with bank APIs to verify applicant details automatically.

path

mortgageIdstring

Required

The unique mortgage application identifier from EHF Mortgages.

header

Authorizationstring

Required

Bearer token from your bank partner: Bearer YOUR_BANK_TOKEN.

const response = await fetch('https://api.example.com/v1/banks/verify', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_BANK_TOKEN',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    mortgageId: 'mhg-12345',
    applicant: {
      accountNumber: '1234567890'
    }
  })
});
const data = await response.json();
console.log(data.verified); // true or false

import requests

headers = {
    'Authorization': 'Bearer YOUR_BANK_TOKEN',
    'Content-Type': 'application/json'
}
data = {
    'mortgageId': 'mhg-12345',
    'applicant': {
        'accountNumber': '1234567890'
    }
}
response = requests.post('https://api.example.com/v1/banks/verify', headers=headers, json=data)
print(response.json()['verified'])  # true or false

Email and CRM Integrations

Connect to services like SendGrid for emails or HubSpot for CRM.

// SendGrid email integration
const sgMail = require('@sendgrid/mail');
sgMail.setApiKey('YOUR_SENDGRID_KEY');

const msg = {
  to: 'customer@example.com',
  from: 'noreply@ehfmortgages.com',
  subject: 'Mortgage Application Update',
  text: 'Your application has been approved.'
};
sgMail.send(msg);

// HubSpot CRM sync
const hubspot = require('@hubspot/api-client');
const hubspotClient = new hubspot.Client({ accessToken: 'YOUR_HUBSPOT_TOKEN' });

const contactData = {
  properties: {
    firstname: 'John',
    lastname: 'Doe',
    mortgage_status: 'approved'
  }
};
await hubspotClient.crm.contacts.basicApi.create(contactData);

Custom Data Export

Export mortgage data for analysis or backups.

Use the API endpoint:

Test all integrations in a staging environment first. Monitor logs for errors during initial runs.

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