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 / Customer Management.

Register Customer from Customer Management

In the Tools → Customer Management, a Customer can be created even without a loan. This is convenient for saving leads or transferring Customer details from non-digitalized records.

• 

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