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Registration Form: Filled out once when a potential customer first contacts the lender.
Application Form: Filled out each time a potential customer applies for a loan. It includes:
Customer-related details and documents: May be requested anew or reused for different loans.
Loan-specific details and documents: Requested for each loan application.
The specifics of the application details vary based on the chosen edition of TurnKey Lender. Some elements of the Registration/Application Form can be modified through the user interface, while most application field values can only be altered as specified in your contract.
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Registering a customer requires basic personal and contact information, which is enough to register them in your customer base and, if Integration with a Credit Bureau Service Provider is enabled, run the initial eligibility check (“Soft Pull”).
The information collected through the Registration form and typically includes:
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Documents: Request optional or mandatory documents from the customer.
This includes:Customer-related details and documents: May be requested anew or reused for different loans.
Loan-specific details and documents: Requested for each loan application.
Learn more in the dedicated article.
Capture: Add and configure capture settings in the Configuration file.
Disclaimer: Modify the disclaimer text through the UI to meet your needs. See more details.
Additional Fields: Add extra fields as needed. More details here.
This includes:Other Information: Details that are not used for decision-making, scoring, or reporting, often used for marketing purposes.
Photo: Set an optional or mandatory request for a photo.
Co-applicant details: Add information about co-applicants and, if required, make it mandatory. See the Manage Co-Applicants article for details.