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Whether it is a big bank, a peer-to-peer credit unit, or a loan application point at the vendor’s store, there is a lot of work to be done before the first client can come. With TurnKey Lender you can set up your digital office and define: your company details and brand style, your users and partners, calendar and available products, details and documents required from the customers, rules used to assess the customer, etc.
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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.
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Your brand style and basic company settings - see Adjust the Branding and Basic Company Settings
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Your users and actions available to them, your company branch office details - see Populate the System with Users and Branch Offices
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Define your working calendar - see Set Up Custom Calendars
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Are you going to work with other
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What information do you need to get from a Potential Customer - see Application (1): Define what you need to learn from the Potential Customer
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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.
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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.
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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.
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Adjust the application form to gain the information you need from the customer.
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Create document templates (in particular, loan agreement templates) and email templates using an extensive set of merge fields.
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Potential Customer comes to the Lender
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First of all, the potential Customer needs to apply for the Loan. This may happen in one of the following ways:
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