In order to allow for flexible and simple permissions' management, TurnKey Lender System views all users as equal entities each of which is assigned different access permissions. In this article, we’ll go over the available user permissions.
...
Loan origination
This access permission enables:
...
You can read the workplace’s overview here:Origination workplace overview
/wiki/spaces/TLKB/pages/1060732998
Underwriting
This access permission enables:
...
You can read the workplace’s overview here:Underwriting workplace overview
/wiki/spaces/TLKB/pages/1061945483
Collateral management
This access permission enables:
...
You can read the workplace’s overview here:
Loan servicing
This access permission allows users to:
...
You can read the workplace’s overview here:Servicing workplace overview
/wiki/spaces/TLKB/pages/1083342905
Edit/Reverse repayment transaction
This access permission allows users to edit and reverse different repayment transactions.
Assignment officer
This access permission allows users to assign loan applications to other employees on different stages of the loan’s lifecycle.
Collection
This access permission enables:
...
You can read the workplace’s overview here:
Reports
This access permission enables:
Monitoring the business activity by analyzing various system reports;
Reviewing an archive of loan applications.
Generating reports for stakeholders and employees
System administration
This access permission enables:
...
You can read the workplace’s overview here:
Archive
This access permission allows users to use the Archive workplace. There they can access all the borrower and loan application data processed by the System.
You can read the workplace’s overview here:
Blacklist
This access permission allows users to add borrowers and loan applications to blacklists from different workplaces.
Customer management
This access permission enables:
...
This access permission enables the creation, editing, and removal of the customer profiles' data. All of the changes can be found and tracked in System → Audit Trail
Export
This access permission allows users to export the lending operation’s data from different stages of the loan’s lifecycle:
Exporting loans into Excel or CSV reports;
Exporting loan payments in Excel or CSV;
Exporting expected/upcoming loan installments into Excel or CSV.
Branch management
This access permission allows users to create new, remove, and edit the company’s branches information.
...