Pre qualification flow
Pre-qualification flow is optional
You don't need to explicitly build a separate pre-qualification flow for your customers. The standard checkout widget will automatically prompt the customer to pre-qualify if they have not been approved with limits yet.

Customer Intent token
To generate a customer intent token make a POST request to /v3/customers/{{CUSTOMER_ID}}/intent
. See API reference guide at Generate customer intent
curl --request POST
--url 'https://api.sandbox.slope.so/v3/customers/{{CUSTOMER_ID}}/intent' \
--header 'Authorization: Basic {{BASE_64_ENCODED_USER_AND_PASS}}'
Frontend initialization
In the slope.js
file set the flow
param to pre_qualify
like:
window.initializeSlope({
flow: 'pre_qualify',
intentSecret: '{{CUSTOMER_INTENT_SECRET}}',
// other params below
})
Sandbox testing
In the sandbox environment, you can enter any information in the form fields. To pass underwriting and receive limits, connect any bank account using the username custom_high_bal
and any password when prompted during the Plaid Link flow. To receive a rejection, simply use the default username user_good
and pass_good
in the Plaid Link flow.
Callback events
Upon a completion of pre-qualification, you'll receive an onSuccess()
with the updated customer
object. You can also make a backend GET API request to the customers endpoint for the same object. See API reference doc on GET customers
Updated 5 months ago