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Technical Name loan_management_dashboard
LicenseOPL-1
Websitehttps://techterminologie.com
Versions 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Website (website)
Discuss (mail)
Lines of code 17636
Technical Name loan_management_dashboard
LicenseOPL-1
Websitehttps://techterminologie.com
Versions 16.0 17.0 18.0
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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:

banner

Features

Client Management
Loan Management
Repayment Collection
Loan Application
Loan Details Reports
Mobile & Web Access
Automated Reminders

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

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
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by
Lakshay Badlani
on 2/24/25, 3:31 PM

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?
by
Lakshay Badlani
on 2/15/25, 10:59 AM


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?
by
Tech Terminologie
on 2/16/25, 4:42 AM Author

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
by
Antony N Gitomeh
on 11/10/24, 12:05 PM


Re: when is version 18 coming out
by
Tech Terminologie
on 11/11/24, 12:14 AM Author

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!