Customers

The Administrator can manage all borrowers registered in Turnkey Lender.
To open the Customers workplace:
1) Click the Customers workplace on the toolbar at the top of the screen.

The Customers workplace.
The table displayed on the left-hand part of the workplace contains the list of all borrowers registered in Turnkey Lender.
The table displays the following data:

  • Login: a borrower's login used to enter a personal account.
  • Full name: a borrower's full name;
  • Email: a borrower's email;
  • Status: a status of the borrower's personal account. The borrower's personal account can be in the following statuses:
  • Active: the Status box is empty for active accounts of borrowers.
  • Locked: the Status box displays a padlock for locked accounts of borrowers.

The user can search borrowers, sort the list and navigate between pages.

To review borrowers and loans:
1) To review borrower's details, click a corresponding borrower in the table.
Borrower's details are displayed to the right of the table on the Customer Details tab:
If a borrower's account has been locked out by the administrator, a block reason can be reviewed in the Block reason area on top of the workplace:

The borrower's account has been blocked.
To edit the borrower's personal details:
1) Click the Edit button.

Editing borrower's details.
The Customer Details window opens, which is identical to the Application Form for a new borrower (see Creating a Loan Application).
2) Make the changes and click OK.
The borrower's details have been changed.
To change the Customer's Login
1) Click the Change login button.

Changing a login.
The Change login window opens:

The Change login window.
2) In the Email box, change a borrower's email to be used as a login when entering Turnkey Lender.
3) Click YES.
The borrower's login has been changed. A corresponding notification about a changed login gets automatically sent to a borrower's email.
To reset a customer's password
1) Click the Reset password button.

Resetting a password.
2) The confirmation message opens. Click YES to proceed.
A reset password link has been sent to a borrower's email. After the borrower changes a password, a message confirming a successful operation will be displayed.
To lock out a borrower's personal account:
1) Click the Lock user button. The confirmation message opens.

Locking out a borrower.
2) (Optional) In the Comment box, enter comments if necessary.
3) Click YES.
The borrower's personal account has been locked out and a padlock is displayed in the Status column next to the borrower:

The borrower's personal account is locked out.

Note:

Borrower's personal account is locked out for an unlimited period. To unlock the borrower's personal account, click the Unlock user button.


Unlocking the borrower's personal account.
A registered borrower receives a login and password. Using these credentials, the borrower can enter a personal account and perform certain operations. Besides, the user with the Originator role can create a loan application for the registered borrower.
To register a new borrower:
1) Above the table displayed on the left-hand part of the workplace, click the New customer button.

The New Customer button.
2) In the Email box, enter a borrower's email to be used as a login for entering a personal account.

Specifying a borrower's login.
3) Click the Save button.
The application form opens. It's identical to the Application Form for a New Borrower (see Creating a Loan Application).
4) Click Save to save entered data.
5) Click Create account and proceed to create the borrower's personal account and close the application form.

Note:

If not all mandatory fields of the application form are filled out, the Create account and proceed button appears dimmed because it is unavailable.

In this case, the Originator can create a loan application for the registered borrower (refer to Creating a Loan Application).