The Complete Loan application with Website
by Jupical Technologies Pvt. Ltd. http://www.jupical.com$ 1865.28
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Website (website) • Invoicing (account) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 22864 |
| Technical Name |
jt_loan_project |
| License | OPL-1 |
| Website | http://www.jupical.com |
| Versions | 16.0 15.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Website (website) • Invoicing (account) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 22864 |
| Technical Name |
jt_loan_project |
| License | OPL-1 |
| Website | http://www.jupical.com |
| Versions | 16.0 15.0 |
Important Note
Included Dependencies
This module is totally a dependent on the module,
Loan Management
Overview
Welcome to our state-of-the-art Loan Processing System, a one-stop solution designed to streamline and simplify the loan application and approval process. With a user-friendly interface and a wide range of features, our system offers a seamless experience for both customers and officers involved in the lending process.
From free sign-up for public users to a custom-designed email verification system,customer credit score check, our platform ensures the highest level of security and convenience. As a user, you will have access to a variety of roles, including approver officer, credit officer, finance officer, system officer, collection officer, legal officer, and customer, with flexible permissions tailored to your specific needs.
Moreover, we have implemented an intelligent project screen with predefined stages to track all your recent activities effortlessly. With automated calculations for loan installments based on current interest rates, a user dashboard for verification purposes, and streamlined document submission and approval processes, you will enjoy a hassle-free journey from application to loan disbursement.
Additionally, our integrated video attestation feature allows for easy scheduling of appointments via Google Meet, ensuring a secure and personalized experience. To finalize the loan approval, our system offers an electronic signature method, making it a completely paperless process. Rest assured that our user manual will guide you through every step, making your loan application journey simple, efficient, and successful. Get ready to explore the full potential of our Loan Processing System, bringing the world of financial opportunities to your fingertips from the comfort of your home.
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Features
Free Sign-Up: Public users can create accounts without any cost, enabling quick access to the loan application process.
Custom Email Verification System: A secure email verification process to ensure the authenticity of user accounts.
Role-Based Access: Multiple roles, including approver officer, credit officer, finance officer, system officer, collection officer, legal officer, and customer, each with tailored permissions.
Intelligent Project Screen: Predefined stages to track and manage loan application progress effectively.
Automated Loan Installment Calculations: Calculation of loan installments based on current interest rates, providing transparency to users.
User Dashboard: A dedicated dashboard for users to monitor and verify their application status.
Integrated Video Attestation: Easy scheduling of appointments via Google Meet, offering secure and personalized interaction.
Electronic Signature Method: Paperless approval process through electronic signatures, saving time and resources.
Flexible Permissions: Customizable permissions for different roles to ensure data access is appropriate and controlled.
Seamless Loan Disbursement: Smooth process from application to loan disbursal, minimizing delays and complexities.
Convenient Remote Access: Accessible from the comfort of users' homes, making the loan application process convenient and efficient.
Transparent Application Tracking: Clear visibility into the status of applications, reducing uncertainty and anxiety for users.
Screenshots
Multiple User Roles and Access Permissions:
â Allowance of user access with various roles, including approver officer, credit
officer, finance officer, system officer, collection officer, legal officer, and
customer, offering flexible access permissions.
Public User Sign-Up and Loan Tracking:
â Free sign-up from the website for public users to explore, apply for loans, and
monitor the status of ongoing loan applications from the comfort of their homes.
Email Verification for Identity Check:
â Implement an email verification pop-up during new user registration to ensure
identity validation and enhance security.
Custom Email Verification Template:
â Design a custom email template for verification purposes, enabling users to
validate their emails with a one-click verification button.
Real-Time eKYC Verification for Loan Application:
â Incorporate real-time eKYC verification, requiring applicants to upload their
citizen ID cards and passport-size photos, securely stored for officer approval.
Project Screen with Defined Stages:
â Introduce a project screen with pre-built stages to efficiently track recent
activities.
Backend Storage of Stage Details with Access Roles:
â Store all relevant details for each stage in the backend, with specified access
roles for different users involved in the approval process.
Auto-Calculation of Loan Installments:
â Create an auto-calculation table on the website for customers to input their
desired loan amount and automatically compute installments based on the
current interest rate and installment plan.
User Dashboard for Verification:
â Provide users with a dashboard to verify all information submitted before
proceeding with the loan approval process.
Submit Document Chart Form for Personal and Emergency Contact Info :
â Implement a comprehensive form on the website to collect personal
information and emergency contact details from users.
Employee Bank Info and Document Upload Form:
â Design a form tailored to employees' work designations, requesting the required
document uploads, and storing them in the backend for officer approval.
Waiting-for-Loan-Approval Dashboard:
â Offer a dashboard for users to track the progress of their loan approval.
Multi-Stage Backend Approval Process:
â Utilize a multi-stage backend approval process to ensure thorough assessment
and approval of loan applications.
Custom Email Template for Loan Approval Notification:
â Send a custom-designed email template to notify customers of their loan
approval status.
Video Attestation and Google Meet Integration:
â Integrate video attestation, allowing applicants to schedule appointments via
Google Meet with available time slots.
Backend Video Upload for Attestation:
â Implement a backend stage to store recorded video meet attestations in the
customer's profile.
E-Signature for Final Approval:
â Enable an e-signature method for customers to download, sign, and return loan
documents electronically.
â Implement a backend stage to store recorded video meet attestations in the
customer's profile.
E-Signature for Final Approval:
Loan Disbursement and Computed Chart:
â Display the disbursed loan details and the computed repayment chart on the
customer's website portal.
Suggested Products
Technical Help & Support
We offer free support of 1 hour if you are facing any issue with installation or setup. We make assure you are settting up with correct envirnment that our application support. We always welcome new changes/request be launch on the next revision of the applicaiton.
Our Services
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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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