...
In a non-digitalized world, there are several questions each Lender would ask themselves before providing a loan to their Potential Customer.
Tailoring the Registration and Application Form
In TurnKey Lender these questions are asked through the Registration and Application form.
...
Most of the application details strongly depend on the chosen edition. Some elements of the Registration/Application Form can be modified from the UI, and the application flow itself is highly adjustable. However, most application field values can only be altered if this is foreseen by your contract.
Terms and Definitions used in the both forms may be altered in the Dictionaries or Terminology
Registration Form Details
How you should call the customer, where they reside, and how you can contact them – this is not enough to decide if the Customer is eligible for a loan, but enough to register them in your Customer base. In TurnKey Lender, this information is collected through the Registration form.
...
The Registration form by default contains the fields required to run a Soft Credit Bureau Check and obtain the initial legibility decision. (Whether this check is run depends on the integration with the Credit Bureau Service Provider)
Application Form Details
The fields available in the application form strongly depend on the chosen edition. The application form always collects other details of the Customer and, for SME editions, of the business enterprise that the Customer represents.
...
How You Can Adjust the Application Form
Subject to the Web configuration file created for the specific account, loan applications can be visible to guest users or only be available from the Customer’s Portal.
Along with that, the following elements of the application form can be enabled/disabled or edited:
Documents: You can request optional or mandatory documents to be provided by the Customer Define Required Personal & Loan Documents
Capture: The capture can be added and configured in the Configuration file.
Disclaimer:
...
Some The text of the application form settings may be altered in the Dictionaries.
start working with the customer.
General details of the customer: how old they are, where they live, and what their legal status in the country is – these questions might define whether the person can be your Customer in general.
Turnkey Lender offers numerous adaptable settings to tailor the application process to your specific needs. Providing a set of industry-proven default settings, it simultaneously allows for extensive customization, enabling clients to align the application process seamlessly with the company’s processes.
While some of the changes can be done at the configuration level, and others may require additional customization effort, many changes can be performed by a Back-office user with System Administration permissions.
...
Disclaimer can be changed from the UI in compliance with your needs (see Modify the Disclaimer )
Additional fields: Additional fields can be added (see Modify Customer Registration and Application Forms for more details). This includes :
“Other Information” section: Details that can be collected but will not be used for decision-making, scoring, or reporting. Usually used for marketing purposes
Photo: Set an optional or mandatory request for a photo