DealTrak APIs
For Dealers / Web Developers / DMS Providers
Loading proposals into DealTrak
To load proposals into DealTrak, for example from a website application for or a DMS, you may use the Rosetta SOAP Application module. Alternatively, a number of plain XML APIs are available, as well as a plugin for the WordPress CMS.
DealTrak enumerations
DealTrak uses a number of standard enumerations for values such as name title, residential status, finance type etc. The APIs will not accept the text equivalents, ie: you must send ''
Load Lead 2
Load lead is suitable for handling data received via lead capture forms or data transferred from 3rd party platforms such as dealer management or CRM systems.
Load application
The load application service allows a full proposal to be loaded into DealTrak.
3rd party plugins
A WordPress plugin is available for clients wishing to present a lead capture for on their websites.
Processing proposals
The Rosetta SOAP Operations module contains functionality to send proposals to lenders.
Send application
The send application service can be used to trigger sending of an existing proposal to a particular lender.
List active applications
Allows a user to request a list of the proposals currently in the "Pending Deals" tab.
Proposal Status
Allows users to request the status of a proposal, complete with notes.
Check Auto-send
The check auto-send call allows 3rd party applications to trigger evaluation of a proposal against the auto-send rule set and determine the next auto-send action.
SOAP APIs
The Rosetta SOAP APIs provide an interface to load, manage and submit proposals within DealTrak.
To get started with development using these APIs, we recommend using a SOAP client such as SoapUI, which can automatically generate sample requests for all available calls. You can append ''?wsdl'' to the API endpoint when configuring to obtain a WSDL.
An auto-generated overview of the services is available here:
https://www.dealtrak123.co.uk/rosetta/webservices/
There are 7 modules:
| Module | Description |
|---|---|
| Application | Create a finance application, with methods to added, edit, get and remove application sections such as applicants, residences, employment, vehicles and quotations. |
| Credit Enquiry | Preform a soft foot print credit enquiry on a customer. |
| Finance | Collection of methods to retrieve finance information and perform calculations. |
| Management | Methods that allow the management of the finance proposal through out the sales process. |
| Operations | Methods to send finance proposal to lenders, retrieve decisions and documents. |
| Validation | Base validate the finance application and also individual finance lender validation, includes finance validation. |
| Vehicle Data | Retrieve vehicle details from a registration lookup. |
Webhook service
We can provide a webhook service for passing lender decisions to 3rd party integrators.
HTTP requests can be sent to and endpoint of your choosing whenever a decision notification is received from a lender, or when our auto-polling detects a status change.
The format is documented here.
For lenders wishing to receive proposals from DealTrak
Rosetta proposal format
We are able to send proposals into your underwriting platform in a standardised XML format which requires very little development at your end.
Returning decisions/documents
Send decision
The send decision service enables lenders to provide proposal status updates back into our systems.
Send documents
The send documents service enables lenders to Click to Sign URLs and base 64 encoded documents into DealTrak. The documents are then available via the DealTrak UI.
For insurers
Insurers may integrate with our standard insurance integration