This section provides a detailed description of the functionality available for the user of the System workplace.
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Usually, it’s the high-level management and the business owners who have access to the System workplace. This is where you can customize and adjust your TurnKey Lender portal to reflect upon your needs.
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Settings workplace is hidden under the “System Administration” permission and allows for code-free customization and tailoring of the system in compliance with the company needs.
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Accounts
The tab allows creating, viewing, and managing:
Users: clients, investors, and employees ) and edit/manage the existing accounts.(see Manage Users )
Branch offices - create branches for your operation. You can assign employees and credit products to branches to streamline the work of your business.: special entity to which back-office users and credit products can be assigned for organizational and security purposes (see Manage Branches: define what users can view the loan )
States management - clients certain countries have access to the States management features. Enable it and activate the states your business operates in.
Company settings - edit your company’s details in this tab and replace the default TurnKey Lender branding with your own.
Regional settings - select the country you work in, currency, and the default system language you prefer.
Integrations - enable and set up integrations with email and SMS, e-sign, bank verification, credit bureau, payments, and analytics services.
Credit bureau - integrate your lending operation with a credit bureau to pull customer data for more accurate credit decisioning.
Scorecard - decide whether you’d like to use the built-in scorecard or create a custom one.
Decision rules - use built-in or customize the rules that help you filter out the borrowers you don’t want to do business with.
Past due settings - customize the delinquency buckets and the way late fees are calculated and applied.
Fees & reimbursements - edit and add the ways in which the System applies fees and calculates reimbursements.
Credit products/Promo codes - create new and edit existing credit products/promo codes. This way the borrowers and employees can have access to the products by states and/or their crediting needs.
Application form - customize the fields that appear in the loan application form for your borrowers.
Documents - upload, edit, preview, and search documents (loan agreement, privacy policy, terms&conditions) that your business uses.
Dictionaries - create lists of variables for different entities (e.g. countries, rejection&cancellation reasons, etc).
Notifications - customize the notifications that are being sent to the borrowers.
Audit trail - track all the activities that happen to the borrower profiles and loan applications in the System.
API clients - create new API clients and keys to integrate your System with third-party products and services.
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