Community
Enterprise

Loan Management

Manage Loan Disburse/Amortization Activities.

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Overview


This app helps the user to systematically perform the activities of managing Loan Disburse/Amortization Activities. The app simplifies the activities like Loan Types Management, Loan Requests Management, Disburse Management, Repayments Management, Journal Entries and so on.

Features


Available in Odoo 16.0 Community and enterprise
Create And Manage Different Loan Types
Can Add Documents as Proofs
Manage Requests For Loan
Mail Notification For Confirming Loan Request.
Quick Repayment Schedule Calculation.
Print Individual Loan Report.
Invoicing Products.

Screenshots


There are two type of User Access

Different Types Of Loan.

Can create different loan types.

Add Documents.

Go to Documents -> Loan Proofs->Create Documents.(For easy loan approvals).

Loan Requests.

Can create loan requests for each customers.

Attach Documents.

Many2many attachment line.

Computing Repayment Schedule.

Can create repayment schedule lines .

Request For Approval.

User can send request to manager for approval and state changes to 'waiting for approval'.

Approve/Reject ..

Manager can approve or reject the loan.

Disburse The Loan.

Can disburse the loan to the customer by creating journal entry of disbursal.

Invoicing Products.

Choose invoicing products from configuration.

Create Invoice.

Create invoices for each repayments.

Close Loan.

Change the state to closed after all repayments are paid.

PDF Report.

Can print pdf reports.

Suggested Products


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