The flow
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Appetite.
POST /appetite. Anything but a good fit includeshow_to_send: the submissions address and what to include. A broker reviews everything, including files outside appetite. -
Requirements.
POST /requirementslists what the class needs, each with a key and an answer type, so you collect it up front. -
Create.
POST /submissionswith the facts you have, orPOST /intakewith documents and a description. Always sendclient_reference: a retry returns the same file. -
Close the gaps.
PATCH /submissions/{id}/answersand document uploads. One answer fills every market that asks it. -
Follow. Webhooks or
GET /events, plusGET /submissions/{id}for status, what’s needed, anonymous market progress and your broker. -
Quotes.
GET …/quotesonce your broker presents them, with the quote documents inGET …/documents. -
Bind.
POST …/quotes/{quote_id}/bind-requestwith your written instruction. Your broker confirms with the market and sends the binder.

