Settings Workplace Overview

Owned by TurnKey Lender
Last updated: May 06, 2024
2 min read

Settings workplace is hidden under the “System Administration” permission and allows for code-free customization and tailoring of the system in compliance with the company needs.

Accounts

The tab allows creating, viewing, and managing:

  • Branch offices: special entity to which back-office users and credit products can be assigned for organizational and security purposes (see https://turnkey-lender.atlassian.net/wiki/pages/createpage.action?spaceKey=TLKB&title=Manage%20Branches%3A%20define%20what%20users%20can%20view%20the%20loan&linkCreation=true&fromPageId=1100939312 )

  • States management - clients certain countries have access to the States management features. Enable it and activate the states your business operates in.

  • Company settings - edit your company’s details in this tab and replace the default TurnKey Lender branding with your own.

  • Regional settings - select the country you work in, currency, and the default system language you prefer.

  • Integrations - enable and set up integrations with email and SMS, e-sign, bank verification, credit bureau, payments, and analytics services.

  • Credit bureau - integrate your lending operation with a credit bureau to pull customer data for more accurate credit decisioning.

  • Scorecard - decide whether you’d like to use the built-in scorecard or create a custom one.

  • Decision rules - use built-in or customize the rules that help you filter out the borrowers you don’t want to do business with.

  • Past due settings - customize the delinquency buckets and the way late fees are calculated and applied.

  • Fees & reimbursements - edit and add the ways in which the System applies fees and calculates reimbursements.

  • Credit products/Promo codes - create new and edit existing credit products/promo codes. This way the borrowers and employees can have access to the products by states and/or their crediting needs.

  • Application form - customize the fields that appear in the loan application form for your borrowers.

  • Documents - upload, edit, preview, and search documents (loan agreement, privacy policy, terms&conditions) that your business uses.

  • Dictionaries - create lists of variables for different entities (e.g. countries, rejection&cancellation reasons, etc).

  • Notifications - customize the notifications that are being sent to the borrowers.

  • Audit trail - track all the activities that happen to the borrower profiles and loan applications in the System.

  • API clients - create new API clients and keys to integrate your System with third-party products and services.