API REFERENCE

Beta

SAMI v2 Terms

SAMI is PitchPoint’s own format for describing a loan. You send it as an array of terms, where each term is an object carrying exactly one branch key — a person, a property, the loan’s headline terms, and so on.

This is not an API of its own. It is the shape of the terms array that Stage a Loan and Start a Workflow accept, and that Read a Workflow echoes back.

Sessions and Workflows shows a worked term array being staged.

Page What it covers
Conventions The four conventions that trap most first integrations: key casing, flat arrays, numbers and dates as strings, and free-text fields that look like enums.
Term Examples Worked term arrays, including how to express two people and how the branch keys fit together.

Field-level descriptions are not published here. Ask your Pitchpoint Account Representative for the term catalog if you need the full list for a branch key.


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