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When a potential Customer comes to the Lender’s Website integrated with TurnKey Lender, they can log in to the Customer Portal or register in the system.
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Register Customer from
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Back-Office or Vendor’s System
When a Back-Office User or a Vendor creates a Loan Application, they can assign it to an existing Customer or create a new Customer.
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In the Tools → Customer Management, Back-Office users can create a Customer can be created even without a loan.
It is enough to enter an Email to get the customer in the system. This is convenient for saving leads or transferring Customer details from non-digitalized records.
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Customer data can be imported into the system either through API or Excel. These import functions allow for the addition of multiple Customers simultaneously. When importing, you can any part of the Customer details - the only mandatory field is the Customer's email, regardless of other fields deemed mandatory in the application form.
Import from Excel
To import Customers with an Excel file, go to Tools → Import → Customers, download the template and provide the necessary details.
Import via API
You can also use API methods https://turnkey-lender-api.readme.io/reference/post_customer-register and https://turnkey-lender-api.readme.io/reference/post_management-customers-create to pass information to TurnKey Lender.
To add new Loan Applications for a Customer, all mandatory fields as per the application form must be completed; otherwise, the loan application will be saved in the Pre-Origination status. |
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Import from Excel
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