Partner Integration and Lead Qualification API Service | Truenorth - Unison
This project was a strategic initiative to scale Unison’s customer acquisition by enabling third-party partners to seamlessly submit leads directly into the platform. My responsibility was the end-to-end development of a secure, reliable, and publicly accessible API service.
This API acts as the primary gateway for new business. Upon receiving data, the service not only validates the integrity and security of the request but also executes complex business logic to immediately assess whether the submitted client or property qualifies for the shared equity financing process. This automation drastically speeds up the initial qualification funnel.
Impact on Business Growth and Efficiency:
Business Scaling (Partners): The public-facing API provides partners with a standardized, efficient, and secure method for sending leads, directly facilitating increased transaction volume and business growth.
Operational Efficiency (Qualification): Automating the initial eligibility check upon ingestion reduces manual intervention, allowing Unison's team to focus their resources only on leads that have passed preliminary qualification.
Key Responsibilities & Achievements:
Public API Development: Designed, developed, and deployed a robust, public-facing RESTful API to securely ingest new customer and property data from external partners.
Security & Validation: Implemented strict data validation and security protocols (e.g., authentication, input sanitization) to protect the backend systems while ensuring reliable partner data submission.
Lead Qualification Logic: Engineered the core service layer responsible for executing critical business logic immediately upon lead receipt to determine the client and property's preliminary eligibility for funding.
Resource Creation: Developed the logic to create the necessary backend records and trigger subsequent internal workflows.