TurnKey Lender Workplaces Overview
TurnKey Lender is the world’s leading provider of Unified Lending Management solutions and services. With the TurnKey Lender Standard platform, we strive to deliver a one-stop end-to-end solution that grants a turnkey out-of-the-box experience to our clients.
This is a modular solution dedicated to automate every step of the digital and offline lending processes from the loan application creation, through its pay-off and servicing and up to the use of the closed loan details for future decisions. Subject to the company scale, different steps may be performed by the same person or numerous users. In order to provide a flexible platform with no excessive or unnecessary data for each specific user, TurnKey Lender is implemented as a set of stand-alone workplaces dedicated to a specific step or kind of the loan processing lifecycle.
How Workplaces Work
UI-wise, a workplace is a screen or set of screens available for a Back-Office user with specific permissions.
The ability to access the workplace and specific actions available from the screen depends on:
Permissions settings defined for this user
Settings of a credit product (e.g. some products require collateral and others don’t, some products require 2-level verification)
Whether the loan application is assigned to the user.
How to Access Workplaces
Once you’ve logged in to the TurnKey Lender dashboard, at the top of each page you will see a menu with a list of all the workplaces available to your user.
Generally, one workplace provides all the screens and actions necessary to perform a specific Loan Statuses - Detailed Overview of a loan application processing, however, under some processes such actions may be distributed among several workplaces.
In many cases, a user can be granted access only to one or a couple of workplaces, and the decision on what workplaces shall be available is fully up to your company policies and role distribution.
Detailed Description