TurnKey Lender supports multiple user accounts which helps lenders manage duties and permissions of their employees.
User access permissions management
- Navigate to the System workplace and open the Users tab on the left.
2. Click the Add User button.
3. The Add User window opens.
4. Enter the Login, Password, First Name, Last Name, Email, Phone.
5. In the Permissions area add the check marks next to the functionality you'd like the user to have access to.
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Several permissions can be assigned to one user. |
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To cover the essentials of lending operation, you may need users with access to Origination, Underwriting and Servicing workplaces. |
- Click OK to save the entered data.
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Administrative permission access levels include: System administration - provides access to the System workplace. There one can manage the TurnKey Lender portal: create users, manage credit products, upload system documents, decisioning rules, scorecard, etc Reports - provides access to the Reports workplace to analyze the lending company performance based on historical data. Archive - provides access to the Archive workplace where one can analyze the borrowers' historical data. Branch management - create new and manage existing branches. |
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