Margill Loan Manager - AMLOK

In Review. This integration is being evaluated. Availability has not been announced. View integration status.

Property	Definition
Provider ID	LEND-14
Integration status	In Review
Category	Lender Systems
Product type	Loan servicing / calculations
Evidence reviewed	2026-10-22

Integration approach

Documented route uses JSON/Excel hot-folder imports through a Windows service, plus Salesforce integration. Confirm installed/cloud version; do not assume a general REST API.

Access and approval

Confirm the required licence, service configuration and any custom connector with Margill. Approval ETA not published; the advertised trial duration is not approval time. Documentation availability: Public API implementation PDF and product documentation.

Data reference

Open a resource to review its field definitions. Available fields depend on the connected product, account permissions, and source data.

Resource
business
person
application
document
credit_facility
loan
installment
repayment
collateral
guarantee
covenant

Coverage conditions

Property	Definition
Country / deployment conditions	Verify target country, product edition, tenant and deployment.
History	Varies by endpoint, account, and available source history.
Refresh	Provider-dependent; no guaranteed real-time cadence.
Commercial / use rights	Client permission and applicable commercial use rights required.

Provider documentation