Click on Shortform from the left sidebar and select Listing to view all submitted shortform leads. Each lead shows:

• ID, Lead Type, VID — lead identifier and publisher details
• First Name, Last Name, Email, Phone — applicant contact details
• Address, City, State, Zip — applicant location details
• Bank Name, Loan Amount — financial details
• IP Address, Sub ID, Source URL — traffic source details
• Status — Accepted or Duplicate
• Registration Date — date and time of submission

Use the filters at the top to quickly find any shortform lead:

• Date Range — filter by submission date
• ID/Email/Phone/Name — search for a specific lead
• Lead Type — filter by lead category
• VID — filter by Publisher ID
• Status — filter by Accepted or Duplicate

Click the green Download button to export filtered lead data as a file.

Leads flagged with a Duplicate status were submitted more than once and automatically identified by the system — helping you maintain clean and accurate lead data without manual review.

Click on Upload from the Shortform sidebar menu to open the Upload Shortform Data page. Fill in the following:

• Lead Type — select the lead category for the upload
• VID (Publisher ID) — select the publisher for these leads
• Upload CSV File — click Choose File and select your CSV

Click Submit to upload. Click Cancel to discard.

Click on Posting Specs from the sidebar to view the Shortform Post Instructions for API integration:

• Posting Method: HTTP POST — GET is not supported
• Post URL: https://crm.pingtreesystems.com/shortform/post

The following fields are required — marked with a green checkmark — when posting to the Shortform API:

• vid — Your VID provided by PingTree Systems (Number, 10)
• firstName — Applicant’s First Name (Text, 20)
• lastName — Applicant’s Last Name (Text, 20)
• phone — Applicant’s Phone Number (Number, 10)
• loanAmount — Applicant’s Loan Amount (Text, 100)
• bankName — Applicant’s Bank Name (Text, 100)

The following fields are optional — marked with a red cross — but recommended for better lead data quality:

• email — Applicant’s valid email address (Text, 50)
• address — Applicant’s Street Address (Text, 100)
• city — Applicant’s City Name (Text, 100)
• state — Applicant’s State (Text, 100)
• zip — Applicant’s valid zip code (Text, 100)
• ipaddress — IP Address of the applicant (Text, 100)
• url — Source URL of the lead (Text, 100)
• browser — Applicant’s browser information (Text, 100)