Underwriting Workflow

The Exact Underwriting Workflow API is used by partners to create custom underwriting decisioning workflows. This API supports a number of third-party verification services supporting Know Your Customer (KYC)/Know Your Business (KYB), AML and OFAC screening.

The API is JSON with access only permitted over HTTPS.

Full API reference can be found here: Underwriting Workflow

API Endpoints



The sandbox environment has all the functionality of our production site, except that all the KYC verifications are made on fictional test users and entities. Sandbox accounts cannot be used to perform live validation checks on individuals or businesses.

Use the client sandbox to familiarize yourself with our APIs and complete your integration. When complete with integration and testing, your account is easily promoted to Production.

What’s Next