FAQ

Archive is the place where permanently closed loans are stored. From considerations of business logic, normally there should be no need to retract loans from Archive.

The only exception is Rejected loans, which can be recovered by Underwriter by clicking either Approve or Send For Reprocessing from the Underwriting workplace.

It can be found in System -> Documents. You can download it by clicking on the filename.

You can change Customer details by clicking the Edit button on either the Origination workplace (Originator’s role required) or the Customers workplace (Admin’s role required).

First, the documents are available in the Borrower's Personal Account for him or her to download them on their own.

But, if necessary, you can also download the agreement from the Servicing or Underwriting workplaces and send them to the Borrower as PDFs. To do this, click the Documents tab on any of the two workplaces and click Download.

You can upload such documents by clicking the Choose File button on the Documents tab in any of the Origination and Underwriting workplaces.

Only the users with a role of Supervisor have access to the Reports workplace where analytical data are provided.

Supervisors can also access the Archive workplace, however, this is something that most user roles can do.

This happens when another person logs into the system using the same user account. Here you can find a step-by-step guide on how to create a new user account.

From the consideration of business logic, Turnkey Lender does not provide for loan elimination, but instead you can:

• reject loans from the Underwriting workplace;
• write loans off from the Collection workplace;
• restructure loans from the Servicing workplace.