Lender Sets-Up the System
The Lender gets ready to work (sets up the system)
Before welcoming your first client, significant preparation is necessary, regardless of whether you are operating a large bank, a peer-to-peer lending unit, or a loan service point at a retail location. TurnKey Lender allows you to establish your digital office and customize multiple elements such as your company details and branding, user and partner profiles, calendars, available products, customer documentation requirements, and the rules for evaluating Customers.
What is defined | Relevant HelpCenter Section |
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The country where you work and your main domain area | https://turnkey-lender.atlassian.net/wiki/spaces/TLKB/pages/4096263487 |
Your brand style and basic company settings | https://turnkey-lender.atlassian.net/wiki/spaces/TLKB/pages/3406790692 |
Your users and actions available to them, your company branch office details | https://turnkey-lender.atlassian.net/wiki/spaces/TLKB/pages/3025273040 |
Your working calendar | |
Whether you are going to use any third-party services |
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Whether you are going to work directly with Vendors |
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What credit products (loan conditions) you can offer to the customer | |
What information you need to get from a Potential Customer
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How you are going to assess the customer’s creditability |
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Whether you can suggest your Potential Customer a different offer (e.g. more suitable or the one they would be valid for) |
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How your agreement should look |
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What other documents you will share with the Customer |
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In what cases should different process stakeholders be alerted or notified |
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