Documentation index for AI agents (llms.txt)

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Prequalification

Prequalification overview

Upload customer data for pre-screening before a full application

Pre-screen customers before they apply. Upload basic business data to get an indication of eligibility without running credit checks or creating a full application.

Not enabled by default. The prequalification endpoint must be switched on for your account before you can use it. To get started, contact your iwoca Partnership Manager or email partners@iwoca.co.uk.

Essentials

  1. 1
    Upload minimal data

    Only basic company information is needed – no personal details or credit checks are involved.

  2. 2
    Use the result to qualify leads

    Filter your customer base to those likely eligible before starting the full application flow.

  3. 3
    Retrieve quotes later

    Use GET /prequalification_data/ to list all quotes generated for your account.

Reference