v. 7.11

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Admin-side setup

timveroOS is an end-to-end LMS to streamline lending operations and enhance credit businesses' operational and financial results.

Being user-oriented to the core, timveroOS is easy to set up and configure. This document will guide you through and help you tailor to your business needs the following system modules and features.

After you have you set your assembly via the SDK or being delivered with the customized version of timveroOS you can setup your lending business in the admin in the following order:

Customize Features/Variables: Tailor your data sources according to your specific needs Working with the Data sources

Create Workflow Automation: Develop your workflow automation for different Participants and Assets Low-code Decision processes/ Workflows

Assign Automations: Link these automations to various Participants (e.g., Borrower, Guarantor) and Collateral (e.g., Vehicle, Real Estate, Deposits, Equipment), or other Assets. Formalize their profiles across various statuses within the Flow Profiles formalization and mapping entities with workflows

Create Credit Products: Build credit products using Additives Credit products and Additives

Connect Additives to Profiles: Link product Additives with Participants’ or Collateral profiles to implement algorithms for calculating precise terms and conditions based on the chosen automation status Configuration of the pricing algorithms

implementation example: Deal block

Customize Documents: Adapt documents to suit your processes Documents

Create Roles: Assign roles to different actions across various statuses, and set up Warnings/Alerts from Workflow Roles creation

Customize Notifications: Assign specific roles or users to receive notifications and alerts Notifications

Counters to provide quick view on the application or loans within the specific events Counters

Loan servicing module streamlines loan management by consolidating schedules, transactions, payments, and participant details, offering real-time updates and flexible payment adjustments Servicing

Create custom KPIs tracking on the BI Dashboard to manage perfomance of your business in real time BI

Other supportive features Other useful features

Admin-side setup

timveroOS is an end-to-end LMS to streamline lending operations and enhance credit businesses' operational and financial results.

Being user-oriented to the core, timveroOS is easy to set up and configure. This document will guide you through and help you tailor to your business needs the following system modules and features.

After you have you set your assembly via the SDK or being delivered with the customized version of timveroOS you can setup your lending business in the admin in the following order:

Customize Features/Variables: Tailor your data sources according to your specific needs Working with the Data sources

Create Workflow Automation: Develop your workflow automation for different Participants and Assets Low-code Decision processes/ Workflows

Create Credit Products: Build credit products using Additives Credit products and Additives

implementation example: Deal block

Customize Documents: Adapt documents to suit your processes Documents

Create Roles: Assign roles to different actions across various statuses, and set up Warnings/Alerts from Workflow Roles creation

Customize Notifications: Assign specific roles or users to receive notifications and alerts Notifications

Counters to provide quick view on the application or loans within the specific events Counters

Loan servicing module streamlines loan management by consolidating schedules, transactions, payments, and participant details, offering real-time updates and flexible payment adjustments Servicing

Create custom KPIs tracking on the BI Dashboard to manage perfomance of your business in real time BI

Other supportive features Other useful features