Getting Started
This guide walks you through the complete process of integrating with SafeStream Leads, from initial setup to going live with lead transactions.
Complete Partner Application
Submit your partnership application including company information, licensing details, and compliance documentation. Our team reviews applications within 2-3 business days.
Compliance Verification
Our compliance team verifies your state licenses, business registration, and regulatory standing. You'll receive access to the partner portal once approved.
Technical Integration
Access sandbox credentials and integrate with our REST API. Test your implementation thoroughly before moving to production.
Go Live
Complete integration testing, sign the data processing agreement, and receive production API credentials. Start transacting leads in real-time.
Integration Types
For Lead Sellers (Publishers)
If you're submitting leads to SafeStream, you'll integrate using our Lead Submission API:
- POST leads in real-time as they're generated
- Receive immediate acceptance/rejection responses
- Track lead status and dispositions via webhooks
- Access reporting dashboard for performance analytics
For Lead Buyers (Lenders)
If you're purchasing leads from SafeStream, you can receive leads via:
- Real-time POST: Leads are POSTed to your endpoint as they're matched
- Ping/Post: Receive pings for bidding, then POST for accepted leads
- Batch Delivery: Scheduled file delivery via SFTP
- Portal Access: Manual lead claiming through our partner portal
Technical Requirements
API Requirements
Your endpoint must support HTTPS (TLS 1.2+), accept JSON payloads, and respond within 5 seconds. We recommend a 99.9% uptime SLA for production integrations.
Required Data Fields
All leads must include these minimum fields for acceptance:
- Consumer PII: First name, last name, email, phone
- Location: State, ZIP code
- Loan details: Amount requested
- Consent: TCPA consent flag, timestamp, IP address, source URL
TCPA Consent Requirements
Compliance Critical
All leads must have documented TCPA consent. You must capture and transmit: consent timestamp, consumer IP address, the exact URL where consent was obtained, and the consent language displayed.
Sandbox Testing
Before going live, thoroughly test your integration in our sandbox environment:
Sandbox Base URL: https://sandbox.safestreamleads.com/v2 Test API Key: Request from your account manager
Test Scenarios
- Successful submission: Use valid test data to verify acceptance flow
- Validation errors: Test with invalid data to ensure error handling
- Duplicate detection: Submit same lead twice to verify duplicate rejection
- Webhook delivery: Verify your endpoint receives status updates
- Rate limiting: Test behavior when approaching rate limits
Going Live Checklist
- Sandbox testing completed successfully
- Data Processing Agreement signed
- Production endpoint configured and tested
- Webhook endpoint configured and verified
- Error handling and retry logic implemented
- Logging and monitoring in place
- Contact information updated for alerts
Support & Resources
Our integration team is available to assist you throughout the process:
- Documentation: Full API Reference
- Email Support: integrations@safestreamleads.com
- Partner Portal: Access reporting, settings, and support tickets