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Loan Management System

by
Odoo

233.34

v 18.0 Third Party
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
LicenseOPL-1
Websitehttp://doincredible.com
You bought this module and need support? Click here!
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
LicenseOPL-1
Websitehttp://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 user’s 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



WEBSITE
www.doincredible.com

EMAIL
info@doincredible.com
NEED CUSTOMIZATION

MODULE SUPPORT

HAVE ANY QUESTION
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