Settings and Tools Overview

Owned by Nataliia Nenasheva
Last updated: Aug 22, 2022 by TurnKey Lender
2 min read

TurnKey Lender is a highly flexible and scalable system that matches lenders of different range. Settings and Tools described in the documents hereunder affect the system usage by back-office users, as well as from the borrower's and investor’s portal.

Available Settings

Once the company account has been created by TurnKey Lender, there is at least one user who has access to the Settings and Tools workplaces. For the sake of this section this user is called “Administrator”.

Once administrator has logged-in to the system with the credentials provided by TurnKey Lender, they will see the application settings workplace. This workplace allows to add, enable and manage:

  • Accounts: Back-office user and company branches

  • Company settings: Basic company details, default settings and activity limitation

  • Integrations: Integrated and third-party tools for automatization and/or digitalization of different company activity areas

  • Loan settings: Rules and processes for available credit products, delinquency buckets and company business calendar

  • Decision engine: Rules and processes applied for automatic decision-making (loan application approval/rejection) and system protection

  • Notifications: Templates and distribution rules for internal and external notifications

  • Security: Managing API clients

  • Appearance: Selecting and optimizing the application color themes

Available Tools

Tools provide additional data management capabilities including managing of the customer information and bulk data imports/exports. They can be used at the point of the company account set-up to populate the system with data currently obtained by the company, as well as at any point of the system usage. The tools allow access to:

  • Customer management: Access and edit details of the customers

  • Export: Bulk exports of loan and payment details

  • Import: Bulk import of data for customers, loans, disbursements and payments

  • Excel reports: Access dedicated preset reports or build new reports for the needs of the company

  • Blacklists: View, add or remove blacklisted customers

  • Credit bureau: Access information on the credit bureau check status and update the bureaus about the loan status change

  • Loan migration: Add information about existing loans to the system

  • Vendors: Add and access information about existing vendors, set up rules for vendor details in the system and export vendors' data

  • User KPI: View key performance indicators of the back-office users