---
title: "Prequalification overview"
icon: "file-lines"
description: "Upload customer data for pre-screening before a full application"
---

> For the complete documentation index, see [llms.txt](/llms.txt).

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.

<Info>
**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](mailto:partners@iwoca.co.uk).
</Info>

<CardGroup cols={2}>
  <Card title="List quotes" icon="code" href="/api-reference/prequalification/get-prequalification-data">
    `GET` /prequalification_data/
  </Card>
  <Card title="Upload data" icon="code" href="/api-reference/prequalification/post-prequalification-data">
    `POST` /prequalification_data/
  </Card>
</CardGroup>

## Essentials

<Steps>
  <Step title="Upload minimal data">
    Only basic company information is needed – no personal details or credit checks are involved.
  </Step>
  <Step title="Use the result to qualify leads">
    Filter your customer base to those likely eligible before starting the full application flow.
  </Step>
  <Step title="Retrieve quotes later">
    Use `GET /prequalification_data/` to list all quotes generated for your account.
  </Step>
</Steps>

## Reference

<AccordionGroup>
  <Accordion title="What data is needed">
    Minimum required fields:
    - `company_number` – Companies House registration number
    - `company_name` – Registered company name

    Include average monthly turnover wherever you have it: without a revenue indication we can only return `generic_marketing`, not a specific prequalified amount.
  </Accordion>
  <Accordion title="Prequalification vs full application">
    Prequalification is a lightweight check – no credit searches, no customer account created, no personal data needed.
    Use it to filter leads before investing in the full application flow.
  </Accordion>
</AccordionGroup>