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The Complete Loan application with Website

by
Odoo

2126.98

v 17.0 Third Party 1
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Website (website)
Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 27329
Technical Name jt_loan_project
LicenseAGPL-3
Websitehttp://www.jupical.com
Versions 15.0 16.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Website (website)
Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 27329
Technical Name jt_loan_project
LicenseAGPL-3
Websitehttp://www.jupical.com
Versions 15.0 16.0 17.0
Enterprise
Community
v 15.0 v 16.0

Important Note

Included Dependencies

This module is totally a dependent on the module,
Loan Management

Overview


Welcome to our state-of-the-art Loan Processing System, a one-stop solution designed to streamline and simplify the loan application and approval process. With a user-friendly interface and a wide range of features, our system offers a seamless experience for both customers and officers involved in the lending process.

From free sign-up for public users to a custom-designed email verification system,customer credit score check, our platform ensures the highest level of security and convenience. As a user, you will have access to a variety of roles, including approver officer, credit officer, finance officer, system officer, collection officer, legal officer, and customer, with flexible permissions tailored to your specific needs.

Moreover, we have implemented an intelligent project screen with predefined stages to track all your recent activities effortlessly. With automated calculations for loan installments based on current interest rates, a user dashboard for verification purposes, and streamlined document submission and approval processes, you will enjoy a hassle-free journey from application to loan disbursement.

Additionally, our integrated video attestation feature allows for easy scheduling of appointments via Google Meet, ensuring a secure and personalized experience. To finalize the loan approval, our system offers an electronic signature method, making it a completely paperless process. Rest assured that our user manual will guide you through every step, making your loan application journey simple, efficient, and successful. Get ready to explore the full potential of our Loan Processing System, bringing the world of financial opportunities to your fingertips from the comfort of your home.

Watch On Youtube

Features


Free Sign-Up: Public users can create accounts without any cost, enabling quick access to the loan application process.

Custom Email Verification System: A secure email verification process to ensure the authenticity of user accounts.

Role-Based Access: Multiple roles, including approver officer, credit officer, finance officer, system officer, collection officer, legal officer, and customer, each with tailored permissions.

Intelligent Project Screen: Predefined stages to track and manage loan application progress effectively.

Automated Loan Installment Calculations: Calculation of loan installments based on current interest rates, providing transparency to users.

User Dashboard: A dedicated dashboard for users to monitor and verify their application status.

Integrated Video Attestation: Easy scheduling of appointments via Google Meet, offering secure and personalized interaction.

Electronic Signature Method: Paperless approval process through electronic signatures, saving time and resources.

Flexible Permissions: Customizable permissions for different roles to ensure data access is appropriate and controlled.

Seamless Loan Disbursement: Smooth process from application to loan disbursal, minimizing delays and complexities.

Convenient Remote Access: Accessible from the comfort of users' homes, making the loan application process convenient and efficient.

Transparent Application Tracking: Clear visibility into the status of applications, reducing uncertainty and anxiety for users.

Screenshots



Multiple User Roles and Access Permissions:
○ Allowance of user access with various roles, including approver officer, credit officer, finance officer, system officer, collection officer, legal officer, and customer, offering flexible access permissions.



Public User Sign-Up and Loan Tracking:
○ Free sign-up from the website for public users to explore, apply for loans, and monitor the status of ongoing loan applications from the comfort of their homes.



Email Verification for Identity Check:
○ Implement an email verification pop-up during new user registration to ensure identity validation and enhance security.



Custom Email Verification Template:
○ Design a custom email template for verification purposes, enabling users to validate their emails with a one-click verification button.



Real-Time eKYC Verification for Loan Application:
○ Incorporate real-time eKYC verification, requiring applicants to upload their citizen ID cards and passport-size photos, securely stored for officer approval.



Project Screen with Defined Stages:
○ Introduce a project screen with pre-built stages to efficiently track recent activities.



Backend Storage of Stage Details with Access Roles:
○ Store all relevant details for each stage in the backend, with specified access roles for different users involved in the approval process.



Auto-Calculation of Loan Installments:
○ Create an auto-calculation table on the website for customers to input their desired loan amount and automatically compute installments based on the current interest rate and installment plan.



User Dashboard for Verification:
○ Provide users with a dashboard to verify all information submitted before proceeding with the loan approval process.



Submit Document Chart Form for Personal and Emergency Contact Info :
○ Implement a comprehensive form on the website to collect personal information and emergency contact details from users.



Employee Bank Info and Document Upload Form:
○ Design a form tailored to employees' work designations, requesting the required document uploads, and storing them in the backend for officer approval.



Waiting-for-Loan-Approval Dashboard:
○ Offer a dashboard for users to track the progress of their loan approval.



Multi-Stage Backend Approval Process:
○ Utilize a multi-stage backend approval process to ensure thorough assessment and approval of loan applications.



Custom Email Template for Loan Approval Notification:
○ Send a custom-designed email template to notify customers of their loan approval status.



Video Attestation and Google Meet Integration:
○ Integrate video attestation, allowing applicants to schedule appointments via Google Meet with available time slots.



Backend Video Upload for Attestation:
○ Implement a backend stage to store recorded video meet attestations in the customer's profile.



E-Signature for Final Approval:
○ Enable an e-signature method for customers to download, sign, and return loan documents electronically.
○ Implement a backend stage to store recorded video meet attestations in the customer's profile.



E-Signature for Final Approval:
Loan Disbursement and Computed Chart:
○ Display the disbursed loan details and the computed repayment chart on the customer's website portal.



Suggested Products


Contact us

Technical Help & Support

We offer free support of 1 hour if you are facing any issue with installation or setup. We make assure you are settting up with correct envirnment that our application support. We always welcome new changes/request be launch on the next revision of the applicaiton.

+91 7405449936 https://www.jupical.com

Our Services

Odoo Consulting

Odoo Consulting

Odoo Implementation

Odoo Implementation

Odoo Integration

Odoo Integration

Odoo Training

Odoo Training



Hire Odoo Developers

Hire Odoo Developers

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Odoo Support

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Dependencies included?
by
contacto@alwaperu.pe
on 6/26/24, 3:43 PM

Hello, this module included the dependencies? ( Loan Management )

I need to be sure.


Re: Dependencies included?
by
Jupical Technologies Pvt. Ltd.
on 7/3/24, 8:26 AM Author

Yes, this module included with dependency of Loan Management