Introduction

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Welcome

This is the home of MorFi Technologies’ integration documentation.

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Integrations

There are a number of ways to integrate with external systems:

1. Configure an API key in your user profile settings
2. Configure token-based authentication with user credentials
3. Configure a webhook to send data to an external system
4. Use a third-party integration platform (Zapier, Workato, etc…)

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How integrations benefit you

• Eliminate duplicate data entry
• Reduce time to complete tasks report
• Minimize errors
• Keep systems in sync
• Automate repetitive tasks

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Systems you can integrate with

The following systems are commonly integrated with MorFi Technologies:

• Customer relationship management (CRM) system
• Product and pricing engine (PPE)
• Loan origination system (LOS)
• Point-of-sale (POS) system
• Marketing automation platform

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For detailed integration instructions

See the following pages for details integration instructions:

• CRM Integrations
• Product & Pricing Engine Integrations
• Loan Origination System Integrations
• Point-of-Sale System Integrations