| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Inventory (stock) • Invoicing (account) • Sales (sale_management) • Website (website) • Calendar (calendar) • Discuss (mail) |
| Lines of code | 36855 |
| Technical Name |
tk_loan_management |
| License | OPL-1 |
| Website | https://techkhedut.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Inventory (stock) • Invoicing (account) • Sales (sale_management) • Website (website) • Calendar (calendar) • Discuss (mail) |
| Lines of code | 36855 |
| Technical Name |
tk_loan_management |
| License | OPL-1 |
| Website | https://techkhedut.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Customer Loan Management Features
Advanced Dashboard
The Dashboard shows static data, loans statistics, charges statistics and charts of best-selling loan, loan distribution and recovery statistics, disbursed loan amount by months, received charge.
EMI & Interest Calculation
The manager calculates the EMI and interest amount for the loan, ensuring accurate repayment details, providing clarity to the customer, and facilitating a smooth loan repayment process.
NOC Document
The NOC document outlines loan details, confirms zero dues, and states the company has no objection to the loan.
Signature Certificate
The signature certificate shows the customerâs signature, the date they signed the sanction letter, and loan details at that time.
Collateral Property & Security Management
The manager can add the customer's collateral property as security for the loan, ensuring proper loan backing.
Post Closure Management
After loan closure, both the customer and manager can download the closure report letter and NOC document for the loan.
Risk Analysis
The manager can analyze the loan's risk based on the customer's documents and collateral property provided.
Approval Workflow
First, the department manager approves the documents and the requested loan before proceeding with further steps in the process.
Disbursement Management
The loan is disbursed once the customer signs the sanction letter and pays the processing fee.
Terms & Conditions
Different terms and conditions can be set for each loan type based on specific requirements and policies.
Website
On the website's loan request page, customers can apply for a loan, explore various loan types, and review the available loan terms to choose the best option for their needs.
KYC & Document Verifications
The department managers can verify the customer's KYC and documents, ensuring all information is accurate and complete, allowing the loan process to proceed smoothly.
Portal Loan Management
Customers can view his loan details, sign sanction letter and download sanction letter, signature certificate, closure letter, pre-closure letter, and NOC.
Sanction Letter
The sanction letter provides details of the sanctioned loan, including installment breakdown, terms & conditions, and repayment terms.
Closure Report Letter
The closure letter provides loan details, installment breakdown, penalty details, and confirms that the loan has been fully repaid.
Document Management
The manager can approve, reject, or resubmit the customer's documents based on the review and requirements.
Pre Sanction of Loan
The loan is pre-sanctioned by the department manager, after which the customer signs the sanctioned loan agreement.
User Roles Management
One role exists: the department manager approves/rejects loans, verifies documents, and sends the sanction letter for signature.
PDF Reports
The manager and customer can download PDFs of the sanction letter, signature certificate, NOC, and closure letter.
Penalty Management
Penalty is applied if the customer misses an installment and if percentage-based, compound interest is charged on unpaid penalties.
Repayment Handling
The installment invoice is generated based on the loan termâmonthly, quarterly, or yearlyâto ensure timely repayment.
Leads
In the leads section, loans requested by customers are displayed and converted into opportunities. Once an opportunity is confirmed, the customerâs loan is created from the lead.
Screenshots
Release Notes
Multi Languages
Supports
FAQs
Customer Loan Management
Advance Dashboard
Settings
Customer loan management configuration
User Role
Configurations
Installment term template list
Installment term template details
Terms & conditions template list
Terms & conditions template details
Repayment terms template list
Repayment terms template details
Document type list
Document type details
Collateral type list
Collateral type details
Loan Types
Loan type list
Loan type details
Customers Loan
Leads List
Leads Details
View Customers Loan group by Status
Customers Loan Details
Send loan confirmation
Disburse Loan
Closure
List View
Card View
Calendar View
Graph View
Pivot View
Activity View
Sanction Letter
Signature Certificate
Closure Letter
NOC
Release Notes
Version 1.0
- Customers Loan Management New Release.
Multi-Languages
Here are translated
languages list for the app.
We have used the Google translator tool, so it may be erroneous.
For an addition of new language you can contact us at support@techkhedut.com.
Spanish
Arabic
French
English
User Manual
Request User Manual
Create a Support Ticket
If you face any issue or bug while using our app and the issue is arising due to our app, we provide you free support for 90 days from the date of purchase.
To create a support ticket, please email us at
support@techkhedut.com
Yes, the app works perfectly well with Odoo Community,
Enterprise & Odoo.SH
Odoo ONLINE (Cloud) does not allow to install any third-party apps
so this app won't work with that.
You can contact us at info@techkhedut.com.
Yes, you will get update free of cost & Free support up to 90 days from date of purchase. Make sure modification not includes in free supports except any technical bugs.
TechKhedut Odoo Services
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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