Operations and technology

Which lender criteria changes should trigger a webhook?

Daniel — Sample Lender RepSample Lender

Integrations need timely updates without receiving noise for every cosmetic edit. What counts as a material criteria event?

10 replies

Maya — Sample ISO BrokerSample Broker

Threshold, product availability, position, geography, industry restriction, required document, and submission-channel changes are material.

Renee — Sample UnderwriterSample Service provider

A correction can also be material if it changes whether a deal passes a rule, even when the intended policy did not change.

Daniel — Sample Lender RepSample Lender

Logo, description, and formatting edits should not be mixed with underwriting events.

Chris — Sample ISO OwnerSample Broker

How should an integration recover if it misses a webhook?

Taylor — Sample Operations LeadSample Service provider

Use signed events with unique IDs, retries, idempotency, and a cursor-based changes endpoint for reconciliation.

Jordan — Sample Merchant AdvisorSample Service provider

The event should say what changed without including merchant or user data.

Maya — Sample ISO BrokerSample Broker

A before-and-after field diff would let our CRM update only the affected routing rules.

Renee — Sample UnderwriterSample Service provider

Include effective time, published time, source, reviewer status, and criteria version.

Daniel — Sample Lender RepSample Lender

Lender withdrawal should be its own event rather than setting every field to blank.

Chris — Sample ISO OwnerSample Broker

Trigger on decision-relevant changes, keep cosmetic updates separate, and provide reliable replay and version context.