Microfinance Loan Management Portal
by Tech Terminologie https://microfine.techterminologie.com/loan-management/dashboard$ 208.38
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Website (website)
• Discuss (mail) |
Lines of code | 17636 |
Technical Name |
loan_management_dashboard |
License | OPL-1 |
Website | https://techterminologie.com |
Versions | 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Website (website)
• Discuss (mail) |
Lines of code | 17636 |
Technical Name |
loan_management_dashboard |
License | OPL-1 |
Website | https://techterminologie.com |
Versions | 16.0 17.0 18.0 |

MicroFinance Loan Management
Microfinance loan management systems are designed to handle the complexities of microloans, which typically involve small amounts of money lent to individuals or small businesses, often in developing regions. Here are the key features that are typically found in such systems:

Features
Admin Dashboard
Apps for clients and field agents to manage accounts and loans on the go.

Generate Loan
Flexible repayment
scheduling options, including
daily, weekly, monthly, yearly.
Support for various loan products with different
terms, and repayment schedules.

Loan List
A comprehensive list of loans issued to customers, including details such as loan amounts, terms, and repayment statuses.

Loan Application
Manage and track client loan applications, including submission details, status updates, and approval workflows.

All Collection
Tools for tracking and managing loan repayments, including partial payments.

Collection Report
View comprehensive reports on collections, including amounts collected, pending balances, and collection success rates.

Client Report
Access detailed client profiles, including loan history, payment behavior, and outstanding balances.

Collection Officers
Manage collection officers' profiles, assignment details, and track their collection activities and performance metrics.

Client List
Maintain a complete list of clients with essential contact information and loan-related details for easy reference.

Enquiry
Manage client inquiries with features for follow-up actions and response status updates.

Officer Dashboard
Maintain detailed
agent profiles with personal info, financial history,
and
loan records.
Features for field agents to track collections and update
the system in real-time.



Client Dashboard
Maintain detailed client profiles, including personal info, history, and loan records for streamlined management.



Technical Help, Queries & Support
Please feel free to contact for any suggestion, issue & queries
Support
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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Hi I tried reaching out to your team at the address: techterminologie@gmail.com about a possible customization of the product as you suggested since we are looking to implement a similar module, but have received no response. What would be the best way to reach you to discuss possible solutions utilizing this module to fit our purpose?
Hi, this solution looks very interesting and seems to fit my company needs. Is there any support for grouping clients together? By this I mean assigning each one to an arbitrary group, with these details displayed on the user/group page. If not available by default is there any way to add these customisations?
Re: Hi, this solution looks very interesting and seems to fit my company needs. Is there any support for grouping clients together? By this I mean assigning each one to an arbitrary group, with these details displayed on the user/group page. If not available by default is there any way to add these customisations?
Yes, everything is possible. We also offer customizations as per your requirements. If you'd like to proceed, feel free to contact us at techterminologie@gmail.com.
when is version 18 coming out
Re: when is version 18 coming out
Hello Antony,
Thank you for your interest in our App. Version 18 will be released on November 16th. We’re excited for you to experience the latest updates and features!