Archive workplace overview

Archive workplace stores all the data about your potential, current, and past borrowers.

Users with access to the Archive workplace can use the section on the left to filter, sort, and search borrowers.


You can instantly see the borrower’s loan status in the last column of the section on the left.


The borrower data you can analyze in the Archive workplace includes:

  • Summary - a basic overview of the borrower’s data and their loans.

  • Customer details - all the borrower details from their account.

  • Documents - all the documents assigned to the borrower’s loans.

  • Interaction history - list of interactions employees had with the borrowers.

  • Risk score - the risk score assigned to the borrower by the system.

  • Credit history - the credit history of the borrower with your lending operation.

  • Payments - payments' data of the loans borrower had/has with the lender.

  • Fees - data about fees applied to the borrower’s loans.

  • Transactions - all the transactions between the borrower and the lender.

  • Actions - actions applied to the borrower’s account or their loans.

  • Transitions - the history of the borrower’s loans transitions between the workplaces.

  • Interest suppression - history of borrower’s interest suppressions.

  • Promise to pay - a list of customer’s PTPs.

  • Flags - flags added to the borrower’s profile and loans by the lending operation’s employees.


This functionality or a part thereof may not be available in some versions/subscription plans of Turnkey Lender. See Price Plans for details.