| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Website (website) |
| Lines of code | 5350 |
| Technical Name |
do_loan_management |
| License | OPL-1 |
| Website | http://doincredible.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Website (website) |
| Lines of code | 5350 |
| Technical Name |
do_loan_management |
| License | OPL-1 |
| Website | http://doincredible.com |
KEY HIGHLIGHTS
Borrower Profiles
Mantain detailed borrower information, including eligibility criteria, and contact information.
Portal Access for Borrower
Borrowers can view their loan details, agreements, download/print pdf reports, and installment schedules in a secure online environment.
Loan Agreement Templates
Automatically fill in borrower, lender, loan amount, interest rate, repayment terms using real-time data from the loan record and signature.
Loan Application Management
Streamlined process for handling loan applications, approvals, disbursements, and repayments.
Automated Notifications & Alerts
Send alerts borrowers for upcoming installments and overdue payments.
Generated Reports
Generate reports like loan installment, outstanding letter, and interest certificates in PDF format.
Role-Based Access & Security
In Loan Management system to restricts access to system features, menus, and data based on a userâs role or group.
Repo rate Management
update to repo rate to change customer interest rate.
Installment & repayment Management
Set up reminders for loan installments and track repayments efficiently.
Document Management
Add Documents as proof & user verify documents.
Advance Payment Management
Pay Advance payment to manage installments.
Loan Closing Documentation
Closing the loan to give closing certificates,letter etc repots in PDF.
Give User Access.
Navigate to Settings >> Users & Companies >> Users & open user there under Access Rights >> Loan Management, give user access right according User.
Create Loan Type
Manager / Admin Create Loan Type and set to eligibility criteria , min & max interest, min & max amount, penalty rate, required documents , fix processing fees.
Create Loan Request
Add Customer name, select loan type Etc. And Add Required Document Proofs.
Compute Installments
Click on 'Compute Installment' Button and Click on 'Send Request' Button
Return Application
Any Missing details or Document to Click on 'Return Application' Button to open Wizard
Request mail
Send Email Notifications to Manager for Loan Approval Requests.
Manager Approve Loan
Click 'Approve' Button
Manager Reject Loan
Click 'Reject' Button to open a Wizard
Rejection Mail
Reject loan mail send to customer.
Click 'Generate Agreement' Button
In Agreement click on 'Send mail' Button to Agreement send to customer
Send Email Notification with Attachment Agreement Pdf Report to Customer
Here, Show Agreement
Click On 'Disburse' Button
The lender will disburse the loan amount to the Customer.
Move loan to the 'Disbured' state, to display the 'Pay' Installment option.
Pay Installment
Once the Payment Process is Complete, a Invoice is Generated. Click the 'View' Button to Review the Details. And Click 'Send by Mail' Button to invoice send to Customer. Show Invoices in a Smartbutton.
Display a Invoice for the paid installment
Pay Advance Payment
"Advance Payment" Refers to a Payment Made Ahead of the Scheduled Due Date, Either Partially. Once Completed, It is Marked as Paid.
Re Compute Installments
According to Advance Payment Amount to recalculate installment , tenure and unlink advance amount installments.
Late Payment Penalty
Pay Late installment to pay a penalty amount according to penalty rate, penalty rate is apply daily basis to installment amount.
Display a Invoice for the paid Installment with late penalty amount
Create Repo Rate
Manager / Admin is add a rbi repo,bank repo,and click on 'confirm' button to change all(same loan type) customers interest rate according to new repo rate.
Change repo rate/interest rate in customer loan and show repo rate history.
Change a repo rate to also change a installments
Print Installment Report as PDF
Print Outstanding Letter as PDF
Extra Payment
Click on 'Extra Payment' button to open wizard to click close loan to show remaining
amount
and
closing amount.
Closing amount = remaining amount + processing fee(in percentage(%)) + GST.
Display a Invoice for the paid Extra Payment with processing fee and GST.
Click on Configuration Setting to change processing fee and GST.
Attached pdf repor
Loan Installment Report, Acknowledgement Letter, No Objection Certificate , NO Due
Certificate,
Loan Closing Certificate.
Loan Closing Attachments pdf reports
Loan Installment Report, Acknowledgement Letter, No Objection Certificate , NO Due Certificate, Loan Closing Certificate.
Excel to Export
Show Active and Past Customers in contact menu
Show All Approve Request on Loan Request to Approve Menu
Show All Installments on Loan Installment Menu
Show All Advance Payment on Advance Payment Menu
Show All Rejected Request on Loan Request Rejected Menu
Show All Closed Request on Loan Request Closed Menu
Show All Loan Agreement on Agreements Menu
You can print Interest Certificate report from the Reporting menu.
Interest Certificate as PDF Report
Configure menus
Show, Loan Request menu kanban view
Show, Loan Request menu Graph view
Show, Pivot view and generate Excel report
Customer Web Portal
View all the My Loan, Loan Agreement from here.
In My Loan Customer Show a his to see all loan details.
Click on 'view' button to show loan details.
Detailed information about the Loan, Print/Download Loan and Outstanding Letter as PDF
In Loan Agreement Customer Show a his to see all loan agreements.
Click on 'view' button to show Agreements.
Borrower(Customer) Loan Agreement Details with signature and date ,Print/Download Agreement as PDF
Help & Support
NEED CUSTOMIZATION
MODULE SUPPORT
HAVE ANY QUESTION
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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