Whenever TurnKey is first used by the Customer (e.g. when a new Customer addresses the Lender for the first time), the Customer’s profile is created in TurnKey Lender.

The list of optional and mandatory fields collected depends on the chosen edition, company policies, and (if applicable) requirements of integrated service providers. The list of fields is defined in the application form.

How the Customer can be registered

The Customer can be registered:

• From the Back-Office / + New Application: All

• From the Back-Office / Customer Management: Register Customer when Creating a Loan

When a Back-Office User creates a Loan Application, they can assign it to an existing Customer or create a new Customer.

Register Customer from Customer Management

In the Tools → Customer Management, 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.

However, when the Customer’s details are edited or if a new Loan is created for this Customer, all mandatory fields have to be added.

• 

  In the window that comes up, define the Customer’s Email and proceed to add other Customer details in compliance with the application form.