PRETIRA
14Choose an evaluation

Prove the route you expect to deploy.

Choose an annual portfolio licence or an API workflow. We will agree a controlled free sample or trial, the evidence to review and the production scope it should lead to.

Please do not email borrower, customer or account-level data.

Create your evaluation accountSend an evaluation brief

Use the evaluation brief below for the first contact. We will agree any secure data handoff before customer-level records are shared.

14.1Two evaluation paths
Annual internal-use licence

Scope the secured book.

Tell us the approximate book-size band, fields, geography, refresh and internal workflow. We will return a written licence scope and a controlled sample plan. No borrower or customer records are needed for this first step.

Request a licence sample
API usage

Test the live workflow.

Tell us where the API sits in origination, valuation, verification or routing, plus expected volume and rights. We will return the relevant schedule and a time-boxed trial route, beginning with labelled sample data.

Request an API trial
14.2What to include

Enough to scope it. Nothing sensitive.

Four non-sensitive details are enough for the first response. If a lender-run back-test is later needed, security and legal review come before any data transfer.

  • 01The production route: annual portfolio licence, API, or both.
  • 02The decision or workflow you need the property record to support.
  • 03An approximate book-size or API-volume band, not a customer-level file.
  • 04The person and date for reviewing the evaluation evidence.
14.3Evaluation brief

Send enough to scope the route, without sending customer data.

Do not include borrower, customer or account-level data.