Daily Operations (OPS)

Important: Configuration Dependencies

Operations procedures depend on both SDK and Admin Panel configuration.

This documentation provides general guidance for daily operations. The specific screens, fields, options, and workflows you encounter depend on:

1. SDK Configuration — Entity types, states, business processes, and available actions defined by your development team

2. Admin Panel Setup — Products, workflows, templates, and routing rules configured by your system administrators

What this means:

• Your interface may look different from examples shown

• Available actions depend on your specific configuration

• Some features described may not be present if not configured

• Field names and options are customizable per implementation

For configuration changes, contact your system administrator (Admin Panel) or development team (SDK).

Overview

This section covers daily operational tasks performed by lending operations staff using the timveroOS Admin Panel.

Who Should Read This

Audience	Role
Loan Officers	Application processing and customer interaction
Underwriters	Manual review and credit decisions
Servicing Staff	Loan account management and payments
Analysts	Dashboard and reporting usage

What's Covered

Section	Purpose
Origination	Application processing from submission to decision
Servicing	Loan management from disbursement to payoff
Analytics	Using dashboards for origination and servicing analysis

Operations by Process

Origination

Track applications, handle manual decisions via Launchpad, manage participants and documents through the approval process.

Key Activities:

• Application status tracking

• Product selection

• Participant and collateral management

• Manual decision handling (Launchpad)

• Document management

• Notification history

Go to Origination →

Servicing

Monitor loans, process payments, manage schedule changes, track covenant compliance.

Key Activities:

• Loan status tracking

• Payment processing

• Transaction management

• Schedule modifications (restructuring, payment holidays)

• Covenant monitoring

Go to Servicing →

Analytics

Use dashboards to analyze origination pipeline and servicing portfolio performance.

Key Activities:

• Viewing embedded dashboards

• Accessing Superset portal

• Analyzing origination and servicing metrics

Go to Analytics →

Related Documentation

• Configuration: See Setup - Platform Configuration for how to configure features

• Concepts: See Business User Documentation for conceptual explanations

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For additional support, consult your implementation team.