Data you can import into TurnKey Lender includes borrowers, their loans, disbursements, and repayments.
Imports of these data types can be done in groups or separately. For example, if you’re importing different loans or disbursements of the same borrower across several occasions, they will be matched with the existing customer profile or loan ID and added to the relevant entry automatically.
In order to allow a Back-office user to import loans and customers into the System, Navigate to Settings → Accounts → Users and click the Edit icon next to the needed user.
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Note, that in credit products like credit lines disbursement amount doesn’t always equal the loan amount. For this reason, when using these credit products, it’s recommended to import disbursements separately. |
Noifications
By default, the System will notify the customers upon import, but the Back-office user can disable this setting when necessary.
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