v. 7.12

Admin-Side Setup Guide for timveroOS

timveroOS is an all-encompassing LMS designed to optimize lending operations, enhancing both operational and financial outcomes for credit businesses. With a user-centric approach, timveroOS offers easy setup and configuration. This guide will assist you in tailoring the system to meet your business needs through various modules and features.

Steps to Set Up Your Lending Business:

1. Customize Features and Variables:

   • Tailor data sources to your needs.

   • Transform data with custom metrics as needed.

2. Create Workflow Automation:

   • Develop automation for different participants and assets.

3. Assign Automations:

   • Link automations to participants (e.g., Borrowers, Guarantors) and collateral (e.g., Vehicles, Real Estate).

4. Create Credit Products:

   • Build credit products, including additives.

5. Connect Additives to Profiles:

   • Link additives with participant or collateral profiles for precise term and condition algorithms.

6. Customize Documents:

   • Adapt documents to fit your workflow.

7. Create Roles:

   • Assign roles for different actions across various statuses.

8. Customize Notifications:

   • Assign roles or users to receive specific notifications and alerts.

9. Set Up the Launchpad:

   • Configure for quick application or loan actions during specific events.

10. Loan Servicing Module:

    • Streamline loan management, offering real-time updates and flexible payment adjustments.

11. Use Covenants for Automated Loan Management:

    • Implement automated loan management processes.

12. Create Custom KPIs:

    • Track performance on the BI Dashboard in real-time.

This guide ensures efficient configuration of your timveroOS, maximizing the potential of your lending operations.