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The country where you work and your main domain area - see Select Your Edition. Understand the edition- and configuration-level settings, and system changes.
Your brand style and basic company settings - see Adjust the Branding and Basic Company Settings
Your users and actions available to them, your company branch office details - see Populate the System with Users and Branch Offices
Define your working calendar - see Set Up Custom Calendars
What credit products (loan conditions) you can offer to the customer - see Define Available Credit Products
What information do you need to get from a Potential Customer - see Application Process 1: Define what information you want to learn from the Potential Customer
Integrate the system with additional service providers. Integrations play an important part in TurnKey Lender. For example, in order to send emails you’d need an integration with a mailing server, SMS notifications won’t reach the customer if there is no integration with the SMS service provider, and the use of in-application payments requires integration with a payment service provider, and neither soft nor hard pull is possible without and integration with a credit bureau service provider. See what integrations are available and select the ones that match your company’s needs.
Adjust the scoring cards and decision rules and TurnKey Lender will automatically reject or accept loans, or send them for further manual review subject to your requirements.
Set up your calendar to make sure the business and non-business days in the system suit your schedule and create corresponding rules not to schedule payments on days off.
Adjust the application form to gain the information you need from the customer.
Create document templates (in particular, loan agreement templates) and email templates using an extensive set of merge fields.
Adjust the notifications and reminders for customers, back-office users, vendors, and investors.
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