Admin-side system 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 (https://app.gitbook.com/o/GjSGByguUgFaXlshNiyi/s/nbcr7S8IIXfIkrmuemOU/) or delivered with timveroOS you can cutomize your lending business in the admin in the following order:

1. Customize Features/Variables: Tailor your data sources according to your specific needs https://app.gitbook.com/o/GjSGByguUgFaXlshNiyi/s/UIyo0W6h9h3OnGtkW2pQ/~/changes/1/timveroos-setup-guide-v.-3.7.9/data-sources-and-bpm-underwriting-setup-for-dynamic-profile-formation/selecting-integrated-data-sources-and-feature-set-management

2. Create Workflow Automation: Develop your workflow automation for different Participants and Assets https://app.gitbook.com/o/GjSGByguUgFaXlshNiyi/s/UIyo0W6h9h3OnGtkW2pQ/~/changes/1/timveroos-setup-guide-v.-3.7.9/data-sources-and-bpm-underwriting-setup-for-dynamic-profile-formation/developing-of-participants-or-collaterals-evaluation-algorithm

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 across various statuses within the Flow https://app.gitbook.com/o/GjSGByguUgFaXlshNiyi/s/UIyo0W6h9h3OnGtkW2pQ/~/changes/1/timveroos-setup-guide-v.-3.7.9/data-sources-and-bpm-underwriting-setup-for-dynamic-profile-formation/assigning-participants-or-collaterals-evaluation-algorithm

4. Create Credit Products: Build credit products using Additives https://app.gitbook.com/o/GjSGByguUgFaXlshNiyi/s/UIyo0W6h9h3OnGtkW2pQ/~/changes/1/timveroos-setup-guide-v.-3.7.9/credit-products-and-additives-collateral

5. 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 https://app.gitbook.com/o/GjSGByguUgFaXlshNiyi/s/UIyo0W6h9h3OnGtkW2pQ/~/changes/1/timveroos-setup-guide-v.-3.7.9/configuration-of-the-offer-generator-script

6. Customize Documents: Adapt documents to suit your processes https://app.gitbook.com/o/GjSGByguUgFaXlshNiyi/s/UIyo0W6h9h3OnGtkW2pQ/~/changes/1/timveroos-setup-guide-v.-3.7.9/documents

7. Create Roles: Assign roles to different actions across various statuses, and set up Warnings/Alerts from Workflow https://app.gitbook.com/o/GjSGByguUgFaXlshNiyi/s/UIyo0W6h9h3OnGtkW2pQ/~/changes/1/timveroos-setup-guide-v.-3.7.9/roles-creation

8. Customize Notifications: Assign specific roles or users to receive notifications and alerts https://app.gitbook.com/o/GjSGByguUgFaXlshNiyi/s/UIyo0W6h9h3OnGtkW2pQ/~/changes/1/timveroos-setup-guide-v.-3.7.9/notifications

9. Customize Operational Dashboards: Personalize dashboards for different roles to enhance efficiency https://app.gitbook.com/o/GjSGByguUgFaXlshNiyi/s/UIyo0W6h9h3OnGtkW2pQ/~/changes/1/timveroos-setup-guide-v.-3.7.9/operational-dashboard

10. Create custom KPIs tracking on the BI Dashboard to manage perfomance of your business in real time https://app.gitbook.com/o/GjSGByguUgFaXlshNiyi/s/UIyo0W6h9h3OnGtkW2pQ/~/changes/1/timveroos-setup-guide-v.-3.7.9/bi

11. Loan servicing module streamlines loan management by consolidating schedules, transactions, payments, and participant details, offering real-time updates and flexible payment adjustments https://app.gitbook.com/o/GjSGByguUgFaXlshNiyi/s/UIyo0W6h9h3OnGtkW2pQ/~/changes/1/timveroos-setup-guide-v.-3.7.9/servicing