Application that allows receiving loan requests via web or registering them manually in Odoo. It allows to concentrate personal information, labor, documents and details of the requested loan in a single section to be approved or rejected. Approved loans are controlled in a loan section to track payments through an amortization table.
This application is highly configurable, you can create the necessary number of loan payment options (weekly, biweekly, etc.) with their respective interest rates, as well as establish credit limits and insert terms and conditions.
Main features
Receive applications instantly through a web page that the user must fill out with his or her personal information.
This application generates your amortization table with the available configuration of your choice.
It shows you the balance of the debt you wish to consult.
The requesting user can create his or her user for tracking Status, Loan Start, Term and Payments.
Keeps track of active and archived loans.
Section to register massive payments.
Enter applications you receive physically or by other means.
It provides timely follow-up of payments to be made by the applicant.
Customized configuration of payment options.
Functions
- This development has a web form view to learn more about the applicant, their status and the loan required.
Web View for visitors contains a calculator so that the applicant can get an estimate of the payments he/she would make for a loan of X amount and term.
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The applicant can continue his/her application by registering with an email address and password.
- It has a pop-up window indicating that they are the best choice.
- The first stage of the web-based loan application consists of information about the applicant.
- The second stage requests data on the loan requested by the applicant.
- The third stage records data on income.
- The fourth stage records the applicant's expenses.
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The fifth step confirms the information, asks for references and requests necessary documentation.
- When the user is already registered, he/she can exit and enter the website as many times as required.
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Check the status of your loans as shown below.
- Once the user registers the information or it is entered manually, it is displayed in Loans-> Applications.
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The application may be approved or rejected.
- If approved, it reviews and notifies you of existing loans for that customer via a pop-up window.
- Approving an application creates a Loan under Loans->Loans->Loan Assets.
- The loan contains all the information related to the loan, with the current balance and amortization table.
PAYMENT RECORD
- Payments can be recorded individually, directly on the loan.
- It can also be done in bulk upload through Loans->Loans->Record multiple payments.
CONFIGURATION
- The administrator user can configure convenient payment options.
- Within the configuration you have the option to activate the recording of accounting entries and application of VAT.
- Within the Configuration->Web Site you define the site protocol, CAT legend and credit limits that the applicant can enter in the web application form.
- The payment options and companies shown in the web application, can be delimited through the following section in Configuration-> Website.
- A sent and rejected request message can be configured.
- Within Loans->Settings->Companies it is possible to define which users which companies are required to provide payroll vouchers.
- Terms and conditions can be adapted according to your needs.
- Possibility to configure e-mail with the configuration of your own domain (this only applies to the loan app for notification purposes).
Compatibility with Odoo Community and Odoo Enterprise V14
Contact, Web Page and Accounting module dependencies..