This section provides a detailed description of the functionality available for the user of the System workplace.
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.
Users - create new users (clients, investors, and employees) and edit/manage the existing accounts.
Branch offices - create branches for your operation. You can assign employees and credit products to branches to streamline the work of your business.
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.
Feel free to check the articles below to learn about the functionality of the System workplace in more detail.