TurnKey Lender Knowledge Base
Welcome to the TurnKey Lender's Knowledge Base,
The Knowledge Base is designed to address the most common questions and give you a helping hand.
Try visiting one of the resources below or type your search request to start finding the answers.
Page tree:
Brochure
Help Center
- How-to Articles
- Startup Guide
- Change Password
- Configure company settings
- Configure Decision Rules
- Configure Mailing Server
- Configure SMS Service Provider
- Create Credit Products
- How to get access to TurnKey Lender Public API
- Create Loan Applications
- Create User Accounts
- Customize the Application Form
- Log in to TurnKey Lender
- How to use two-factor authentication in TurnKey Lender
- Connect personal Facebook authentication to TurnKey Lender
- Connect personal Google authentication to TurnKey Lender
- OLARK
- How to use automatic and manual e-signature for loan agreements
- Permission access management in TurnKey Lender
- How to configure Notifications and Reminders
- How to work with Reports Builder
- How to Import Payments, Customers, or Loans in TurnKey Lender
- How to Use Automatic Loan Statements Functionality
- What are Customer and Loan Flags and How to Use Them
- How to create a loan agreement template
- How to set up SendGrid integration in TurnKey Lender
- FAQ
- User Guide
- TurnKey Lender Box Workplaces Overview
- Logging in to TurnKey Lender
- Origination workplace overview
- Underwriting workplace overview
- Collateral Workplace overview
- Servicing workplace overview
- Collection workplace overview
- System workplace overview
- Reports workplace overview
- Archive workplace overview
- Tools workplace overview
- Customers
- Front Office of TurnKey Lender
Product
- Business logic
- Architecture
- Functionality
- Integrations
- Public API version 7.7
- Peer-to-Peer
- Technical requirements
- Release notes
- Release 6.2 (14 March 2018)
- Release 6.3 (28 August 2018)
- Release 6.4 (29 November 2018)
- Release 6.5 (8 April 2019)
- Release 6.6 (9 August 2019)
- Release 6.7 (27 September 2019)
- Release 6.8 (26 December 2019)
- Release 7.0 (23 March 2020)
- Release 7.1 (31 May 2020)
- Release 7.2 (8 July 2020)
- Release 7.3 (23 September 2020)
- Release 7.4 (29 December 2020)
- Release 7.5 (30 March 2021)
- Release Notes 7.6 - SME Edition (27 May 2021)
- Release Notes 7.7 (27 September)
- Special Editions