INTEGRATION DETAILS
TurnKey Lender
Loan servicing & collections
How it fits your workflow.
TurnKey Lender offers lending automation across origination and loan management. A useful workflow preserves the transition from an application decision to an active serviced account. The applicant record and the funded obligation should remain distinguishable, especially when information is used for customer follow-up.
WORKFLOW FOCUS
Application-to-servicing transitions and funded loan records.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
When should an applicant be treated as a serviced borrower?
Use the lender's defined funding and account-creation milestones. An approved application alone does not establish the current servicing balance or repayment schedule.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.