Turnkey TurnKey Lender supports multiple user accounts to which helps lenders manage duties and permissions of your company their employees.
Step-by-step guide
EnterUser access permissions management
- Navigate to the System workplace (Figure 1). Click and open the Users button tab on the left.
2. Click
onthe Add User button.
3. The Add User window opens
(Figure 2).
4. Enter the Login, Password, First Name, Last Name, Email, Phone.
5. In the
RolesPermissions area
,add the check
mark next to a role to be assigned to a specified user. You need to assign at least one role to the User.marks next to the functionality you'd like the user to have access to.
| Note |
|---|
Several |
permissions can be assigned to one user. |
| Info |
|---|
To cover the essentials of lending operation |
, you may need users with access to Origination, Underwriting and Servicing workplaces. |
- Click OK to save the entered data.
Figure 1
Figure 2
Figure 3
| Note |
|---|
| Note |
Administrative permission access levels include: System administration - provides access to the System workplace to. There one can manage the TurnkeyTurnKey Lender itselfportal: create users, manage credit products, upload system documents, decisioning rules, scorecard, etc .Supervisor has the Reports - provides access to the Reports workplace to analyze the lending company performance and operationbased on historical data. |
Video Tutorial
Archive - provides access to the Archive workplace where one can analyze the borrowers' historical data. Branch management - create new and manage existing branches. |
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