customer_supplier_loan_portal

Customer & Supplier Loan Installments Portal | Track Repayments in My Account

Interactive Website Loan Portal | Advanced List Views, Grouping & Integrated Chatter

Description:
This app enhances your Odoo website by providing a dedicated "Loan Installments" menu for your customers, suppliers, and external partners. It seamlessly integrates your backend loan management with the frontend "My Account" area, allowing users to view complete loan details, track installment schedules, search and filter records, and communicate directly via chatter in a secure, self-service portal.

Purpose of the Module:
The primary purpose of this module is to empower your borrowers and vendors with 24/7 visibility into their active loans and installment schedules. Instead of manually requesting statements or calling your finance team, partners can log into your website to instantly review grouped installments, search specific records, and send messages directly through the portal, thereby drastically reducing administrative bottlenecks.

Main Features:
  • Dedicated Portal Menus
  • Adds clear 'Loan Installments' sections to the standard Odoo My Account portal for authenticated users.
  • Advanced List Views
  • Features powerful sorting, grouping, filtering, and search capabilities directly within the portal list views to easily find specific installments.
  • Detailed Installment Form View
  • Allows users to click into specific installments to view comprehensive readonly details alongside an integrated Odoo chatter.
  • Modified Loans List View
  • Enhances the portal's main Loan list view with a direct "Open" button for quick access to individual loan records.
  • Comprehensive Loan Details
  • Provides a readonly form view for loans that includes a complete table of associated installments and a dedicated chatter section for seamless communication.
Business Benefits:
  • Enhanced Customer Self-Service
    • Reduces the volume of support inquiries by allowing clients to autonomously check their loan balances and installment dates anytime.
  • Improved Financial Transparency
    • Builds trust with your vendors and partners by providing real-time, accurate views of their financial commitments and repayment history.
  • Streamlined Administrative Operations
    • Frees up your finance and support teams by integrating direct chatter communication within the context of specific loans and installments.
Supported Business Verticals / Industries:

This application is highly versatile and built for organizations that manage lending or credit, including:

  • Microfinance & Credit Institutions
  • B2B Wholesalers Offering Credit Lines
  • Real Estate & Mortgage Brokerages
  • Corporate Employee & Partner Loan Programs
  • Vendor Financing & Supply Chain Companies
  • Educational Institutions (Student Financing)

Live Preview:

Click the link below or copy and paste it into your browser to watch the video and explore the live preview demo.
https://probuseappdemo.com/probuse_apps/customer_supplier_loan_portal/1854

Check App Here

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