v. 7.12

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 timveroOS SDK guide or being delivered with the customized version of timveroOS you can setup your lending business in the admin in the following order:

1. Customize Features/Variables: Tailor your data sources according to your specific needs

   1. Metrics for data transformation whenever you need it outside the Workflow

2. Create Workflow Automation: Develop your workflow automation for different Participants and Assets

3. 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.

4. Create Credit Products: Build credit products including Additives

5. Connect Additives to Profiles: Link product Additives with Participants’ or Collateral profiles to implement algorithms for calculating precise terms and conditions

6. Customize Documents: Adapt documents to suit your processes

7. Create Roles: Assign roles to different actions across various statuses

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

9. Set up the Launchpad for quick view and taking actions on the application or loans within the specific events

10. Use Loan servicing module to streamline loan management by consolidating schedules, transactions, payments, and participant details, offering real-time updates and flexible payment adjustments. Use Covenants for automated loan management

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