What are Flags
Flags are quick marks that help you and your colleagues instantly see important information about a customer or a loan. The two types of flags are:
For example, one of the back-office users (employees) can add a "Do Not Contact" Customer Flag. This helps other team members instantly see the important information that could otherwise be missed. And as you know, contacting the client that doesn't want to be contacted can lead to a lot of problems. A simple Flag helps avoid this type of unnecessary issues.
Customer Flags and Loan Flags are used only for information purposes and do not affect loans or the TurnKey Lender system settings. NOTE: there are exceptions You can enable flags that suppress notifications. |
1. Navigate to Origination/Underwriting/Servicing/Collection/Archive → Flags .
Customer Flags are added by back-office users manually. Flag types include:
Loan Flags can also be added manually by back-office users:
Auto Flags CAN NOT be disabled or edited by the back-office users. |
2. Once the ENABLE FLAG button is clicked, the window you can see below opens.
3. Pick the required Flag from the drop-down list.
4. Set the Expiry Date (optional). If the Expiry date is checked then a field with the date can't be skipped.
5. Enter the comment to the flag (optional).
6. Click, OK to save your flag
Back-Office User has the option to preview flag information, edit or disable flag by using action buttons (see below).
Difference between flags and comments:
In case when the Expiry date is enabled - System will disable flag automatically when the expiry date is reached. Back-office users can disable this flag manually if need be. |
Click the Flags history button to preview the list of all flags applied to the loan or the customer.
Flags History window displays the next details:
Banners are displayed in the header of a Loan in Origination, Underwriting, Servicing, Tools, and Collection workplaces. Here the system displays all the active flags from the Customer Flags and Loan Flags tabs.
Once a Flag is enabled by a back-office user or by the System, the corresponding Banner appears.
Banners disappear once Flags are disabled by a back-office user or by the System.
Banners are also displayed in the header of a Customer profile. The system displays all enabled flags from Customer Flags and Loan Flags tabs.