| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 7581 |
| Technical Name |
inom_loan_suite |
| License | LGPL-3 |
| Website | https://inomerp.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 7581 |
| Technical Name |
inom_loan_suite |
| License | LGPL-3 |
| Website | https://inomerp.com |
| Versions | 17.0 18.0 19.0 |
Key Highlights
Full Loan Lifecycle Management
Manage loans from application to closure — Draft → Submitted → Approved → Disbursed → Open → Closed. Each stage is tracked with full chatter history, activity logs, and automated email notifications.
Automatic Installment Scheduling
Generate complete repayment schedules with one click. Each installment tracks principal, interest, fee, penalty components, due dates, overdue days, and partial payment status automatically.
Accounting & Invoice Integration
Processing fee invoices generate directly from the loan form as Odoo customer invoices. Disbursements post through configured journals. Full integration with Odoo's accounting module.
KYC Document Management
Customers upload verification documents via the portal. Managers review, verify, or reject each document. Approval is blocked until all requested documents are verified — ensuring compliance before disbursement.
Customer Self-Service Portal
Borrowers can apply for loans online, track their loan status, view installment schedules, sign loan agreements digitally, and upload KYC documents — all from a mobile-friendly portal.
Real-Time Dashboard & Reports
Interactive dashboard with live stats for active loans, total disbursed, outstanding amounts, and overdue installments. Printable reports for loan agreements, payment receipts, disbursements, and collection summaries.
Complete end-to-end loan lifecycle in Odoo 19.
Application → Approval → Disburse → Collect → Close.
Install and start managing loans in minutes!
Features
Loan Type Configuration
Navigate to Loans → Configuration → Loan Types to define each loan product. Set default interest rate, term, processing fee percentage, min/max amount limits, required documents, eligibility criteria, income account, journal, and a full HTML agreement template — all per loan type.
Loan Application & Workflow
Create loans from the backend or let customers apply via the website portal at /loans/apply. Applications move through a clear approval workflow with status buttons, full tracking, and automated email notifications at each stage.
Installment Schedule Generation
One click generates the full repayment schedule based on principal, interest rate, tenure, and first due date. Each installment stores opening balance, principal portion, interest portion, fees, penalties, and ending balance for complete amortization visibility.
Flexible Disbursement Tracking
Register partial or full disbursements via a dedicated wizard. Each disbursement is linked to a cash/bank journal, can be posted or cancelled, and a printable disbursement certificate report is available. Remaining-to-disburse is computed in real time.
Payment Register with Auto-Allocation
Register regular installment payments or advance bulk payments. The system automatically allocates each payment across penalty → fee → interest → principal components in order of priority, and marks installments as partial or fully paid.
Loan Foreclosure (Pre-closure)
Close loans early through a foreclosure wizard. Enter a settlement date and settlement amount, and the system marks all remaining installments as paid, creates a settlement payment record, and closes the loan — with a full audit trail in the chatter.
Document Upload & Verification
Managers request documents from customers with an optional note. Customers upload PNG/JPG/PDF files (up to 10 MB each) from the portal. Managers then verify or reject each document. Approval is automatically blocked if any document is still pending or rejected.
Digital Agreement Signing
Each loan type carries a customizable HTML agreement template. Customers can read and digitally sign their loan agreement from the portal. Signed date, signer name, and signature data are stored securely on the loan record.
Automated Email Notifications
Emails fire automatically on: loan submission (manager notified), approval, disbursement, document requests, document uploads, and monthly loan statement delivery. All templates are editable from the backend. Monthly statements are sent via a scheduled cron.
Printable Reports
Six ready-to-print QWeb PDF reports: Loan Agreement, Operational Loan Report, Payment Receipt, Disbursement Certificate, Installment Schedule, and Loan Collection Report. All formatted and ready for customer handover.
CRM Lead Integration
Website loan applications automatically create a CRM lead in the pipeline. The loan record links back to the source enquiry. Sales teams can track, qualify, and convert leads to loans — bridging the gap between marketing and lending operations.
Role-Based Access Control
Two security groups: Loan User (create, view, register payments) and Loan Manager (full access including delete and configuration). Portal users get read access only to their own loans and documents — enforced at the record level.
Screenshots
Loan Application & Form
Loan application form with borrower details, loan type, principal amount, tenure, interest rate, grace period, and linked CRM enquiry
Installment Schedule & Payments
Auto-generated installment schedule showing due dates, principal, interest, fee components, paid amount, balance, and payment state
Payment register wizard for regular or advance payments — auto-allocates across penalty, fee, interest, and principal components
Loan payments list showing all registered payments with date, method, amount, components breakdown, and linked installment
Disbursement & Document Management
Disbursement wizard to register partial or full fund release with journal selection, date, reference, and remaining-to-disburse display
KYC document management — kanban view of uploaded, verified, and rejected documents with verify/reject action buttons
Customer Portal
Customer portal at /my/loans — borrower views all their loans, status badges, next due date, and outstanding amount
Portal loan detail page — installment schedule, document upload section, and digital agreement signing — all in one screen
Public loan application page at /loans/apply — borrowers fill in details, select loan type, and submit for review without needing to visit the branch
Dashboard & Reports
Interactive loan dashboard with live stats — total loans, active loans, disbursed amount, outstanding balance, and overdue count
Printable loan agreement report with full borrower and loan details, terms and conditions, and signature section
Payment receipt report showing payment date, method, amount, component breakdowns — printable for every registered payment
Loan Type & Configuration
Loan type form with interest rate, tenure, processing fee %, income account, journal, required documents, and agreement template
Auto-generated processing fee invoice in Odoo Accounting — created with one click from the loan form and posted to the income account
Our Services
Support & Customization
We're here to help you with setup, customization & support
🚀 Free Installation Support
One-time free setup on Odoo server with proper configuration.
Third-party or custom development requests may be chargeable.
Odoo Experts | ERP Solutions | Custom Development
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