Roll Out Checks for Your Mortgage Club
Submit jobs on behalf of brokers in your network using the X-Actor header.
Who is this for
CRM Platform Partner or Network Admin. You operate a CRM or platform used by multiple brokerages and want to integrate Curvestone compliance checks directly into the broker workflow, attributing each job to the correct broker without requiring them to manage their own API keys.
What you'll do
- Authenticate with your platform-level API key
- Use the
X-Actorheader to submit jobs attributed to individual brokers - Each broker sees only their own results in their own dashboard
- Monitor all submissions across the network from the platform level
Submit a job with X-Actor
Your platform authenticates with its own API key. The X-Actor header tells Curvestone which broker this job belongs to. The broker never needs to handle API credentials directly.
from curvestone import Agentagent = Agent(api_key="cs_live_xxxxxxxxxxxx",default_headers={"X-Actor": "broker_12345"},)# Submit job on behalf of broker_12345result = agent.check(case_type="residential_mortgage",depth="full_check",documents=[open("fact_find.pdf", "rb")],reference="CRM-2026-08812",)print(f"Job ID: {result.id}")print(f"Actor: {result.actor}")print(f"Triage: {result.triage}")
Response
1{2 "id": "job_3kRx7mNpQ9",3 "type": "check",4 "status": "completed",5 "triage": "green",6 "reference": "CRM-2026-08812",7 "actor": "broker_12345",8 "submitted_by": "crm_platform_abc",9 "processing_time": "134s",10 "checks": [11 { "name": "Suitability of Advice", "triage": "green" },12 { "name": "Income Verification", "triage": "green" },13 { "name": "Affordability Assessment", "triage": "green" },14 { "name": "Product Selection", "triage": "green" },15 { "name": "Disclosure & Consent", "triage": "green" }16 ],17 "findings": [],18 "cost": "£8.00"19}
What happens
Actor attribution
The X-Actor header attributes the job to broker_12345 while your platform authenticates with its own API key. The response includes both actor and submitted_by fields so you can always trace who submitted what.
Scoped visibility
Each broker sees only their own cases when they log into the Curvestone dashboard. The platform, however, has full visibility across all actors in its network.
Network billing
Billing rolls up to the network level. Your platform receives a single monthly invoice covering all broker activity. Use GET /jobs to monitor all submissions across the network and reconcile costs by actor.