Turnkey Lender Knowledge Base Home

Welcome to the TurnKey Lender's Standard 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.

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About TurnKey Lender

Help Center

Main Terms and Concepts
- User Management Concepts
- Loan Related Concepts
How to Log In
- Google/Facebook Login
- Password Restoration
System Setup
- Selecting Your Edition
- Adjusting Basic Settings
- Managing Users and Branches
- Credit Products Setup
- Third-Party Integrations
- Advanced platform settings
- Login Page Settings
Settings Related to Vendors and Stores
- Product Settings That Affect Vendors
- System-wide vendor settings
- Add and Manage Vendors
- Add and Manage Stores
- Vendor Users and Store Users
System Document Management
- Uploading and Editing
- Assigning to Credit Products
- Viewing and Downloading
- Merge Fields
- E-Signature Usage
Notifications and Reminders
- General Setup
- Adding Due Date Reminders
- Email Template Customization
- Notification Triggers
- Built-in Notifications
Main Phases of the Loan Life-Cycle
- Loan Status Flow
Customer Registration and Application Origination
- Customer Registration Flows
- Creating Loan Applications from Back-Office
- Registration and Application Form Setting
- Co-Appicants or Gurantors
Assign a Loan to a User: define who can manage the loan
Collateral Management_1
- Adding and Editing
- Evaluating Collaterals
- Approving/Rejecting Loan Applications with Collateral
Application Assessment
- Decision Engine
- Bank Account Verification and Statements' Scoring by TurnKey Lender
- Using Credit Bureau Check Results
- How to Ensure Cyber Security With ipstack© Integration
- Verify Customer's Phone with SMS
Changing Loan Terms
- Usual Flow and Termless Flow
Automatic Charging
- Custom Transactions
- Suspended Transactions
- Disable/Enable Automatic Charging for Specific Loans
- Auto Charging Plan
Debt Management
- Payment Holidays
- Promise to Pay
- Restructuring Loans
Using AI
- Using AI for Communications
- Using AI to Understand the Agreement
Reporting and Analytics
- Reports Workplace
- Reports Builder
- Accounting Information
Contacts Tab
- Send Email to Loan Borrower in Contact Tab
- Send SMS to Loan Borrower in Contact Tab
- Log New Message in Contact Tab
- Hide Communications from System in Contact Tab
- Apply Date and Status Filter in Contact Tab
- Add Customized Email and SMS Templates
Customer and Loan Flags
UI Tools Overview
Audit Trail
Using Vendor Functionality
- How Vendor or Store User can create and manage a new loan
- How customers can select a vendor and store for a loan application
- How Back-office users can select/manage a vendor and store for a loan application
- Monitoring Applications
- Exporting Vendor Loan Information
Using Peer to Peer Investments for Loans
- Peer-to-peer business logic - how funds flow from the investor to the borrower and vice versa
- Adding New P2P Credit Product
- Registering as an Investor
- Managing Investor Accounts
- Using the Investor's Portal
- Balance Management
- Servicing Peer-to-Peer Loans
TurnKey Lender. Customer Portal
TurnKey Lender Public API
- Front site integration
- Data migration API
- How to get access to TurnKey Lender Public API
- How to use TurnKey Lender Public API

Release notes

TurnKey Lender Policies & Certifications

TurnKey Lender Expertise