Quickstart

Quickstart: Credicorp public API for an accountancy client portal

You run an accountancy practice portal and want to surface business-funding options to clients. This quickstart shows the exact endpoints and code, uses the unauthenticated public ring, and always ends with a clean handoff to the real application — Credicorp lends to UK limited companies with no personal guarantee.

2 min read

client-facingInside your portal
indicativeQuote a client's amount
compliant copyPulled from CMS

Show a funding option

Add a funding card to the client dashboard that lists Credicorp products via the products endpoint and offers an indicative quote for the client's figure.

Keep disclosures correct

Pull the representative example and any risk warning from the CMS by key so your portal's disclosures always match the source — important for a regulated adviser.

Refer, don't advise

Present the option and link to apply; the client completes the application directly. Your clients are UK limited companies, which is exactly who Credicorp lends to. See the sector guide for accountancy practices.

Frequently asked questions

Is this giving financial advice?

Surfacing an option and linking out is a referral, not advice. Keep the framing informational and let the client apply directly.

How do I keep the representative example current?

Fetch it from the CMS by key and refresh on updated_at, so a change on our side updates your portal automatically.

Funding for UK limited companies

Credicorp lends to your company, not to you personally — short-term working capital with no personal guarantee. See what your business could access.