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Managing Loans with Odoo ERP Platform

Digitizing Lending with Odoo: Our App Brings Everything Together

Digital transformation is no longer optional for financial organizations—it’s a necessity. Whether you're a microfinance company, a leasing firm, or an internal credit department, managing loans efficiently requires much more than spreadsheets and isolated software. That’s where Odoo ERP and our custom Loan Management App come in.

We’ve developed a comprehensive extension to Odoo that turns it into a complete loan management solution—seamlessly integrated with CRM, accounting, HR, and more. This allows businesses to digitally manage the entire loan lifecycle, from application to repayment, in one platform.

Built for Real Lending Needs

Unlike generic financial tools, our Loan Management App is tailored for lending businesses. It introduces essential new features into your Odoo environment to support both operational needs and legal compliance.

Custom Contact Records for Lending

We've extended the standard Odoo contact form to include borrower-specific data points—such as ID verification, financial history, and KYC fields—critical for loan decisions and reporting.

Loan Application Workflow

The app includes a streamlined loan application process, allowing your team to create, submit, and manage requests based on customizable loan types. Automated approval flows help you reduce manual work and maintain control.

Print-Ready Documents

Whether it's contracts, repayment schedules, or guarantee forms, the app supports automatic document generation. All templates are editable and can reflect your legal, branding, and language preferences—including full support for Bulgarian.

Flexible Repayment Scheduling

Every loan type can have its own repayment logic—weekly, monthly, bullet, or custom frequencies. Our app allows you to generate amortization plans dynamically and track performance across each account.

Connected to the Whole Odoo Ecosystem

The strength of our Loan App is not just in its standalone features—it’s in the way it connects with the full power of Odoo ERP.

  • Odoo CRM: Manage leads and marketing automation for financial products
  • Odoo Accounting: Link each loan to accounting entries, tax rules, and Bulgarian accounting
  • Odoo HR: Assign responsible officers and track team performance
  • Odoo Website: Integrate a loan request form into your site with no coding
  • Odoo Studio: Customize fields and flows without touching code
  • Odoo.sh: Host your solution in the cloud with version control and testing tools

The result? A paperless, connected, and KPI-driven platform to manage every step of your loan operations.

Built for the Bulgarian Market

We know that financial institutions in Bulgaria need more than just general software—they need local compliance and language support. That’s why our Loan Management App includes:

  • Full Bulgarian interface and terminology
  • Accounting settings tailored for НСФО
  • VAT compliance and invoice formats according to local laws
  • Custom reports and templates in Bulgarian

Whether you're working in Sofia, Plovdiv, or Varna, you can be confident that your platform is ready to meet regulatory requirements and support your digital lending strategy.

Optimize, Track & Grow

With all your loan data in Odoo, your team gains instant visibility through customizable dashboards and KPI tracking. Monitor delinquency rates, outstanding balances, and collections—all without needing to export data or rely on external tools.

This is not just Lending Software. This is an end-to-end platform for digitalisation of Loan Business. Our solution transforms manual processes into efficient, trackable workflows—so you can scale your lending operations without adding complexity.


Simple, Flexible Pricing

The Loan Management App is fully integrated into your Odoo environment and fully compatible with Odoo.sh. Our pricing model is straightforward and affordable — a monthly subscription that includes access to all standard Odoo apps and features, plus our custom lending tools.

You benefit from:

  • A powerful cloud platform
  • Fair payment plans based on your business size
  • Flexible subscription periods
  • No hidden fees — save money while scaling confidently

Simple. Efficient. Affordable. Whether you're starting small or managing a large loan portfolio, this is the smart way to digitize your lending operations with Odoo.


Get Started with VitoshaBG

Ready to streamline your loan operations and manage everything in one integrated system. 


Contact us for free Consultation with VitoshaBG and discover how our Loan Management App can transform your lending process. 


Contact us for a personalized demo, tailored to the needs of the Bulgarian credit industry. 


Let’s digitize your lending business—together with Odoo and VitoshaBG, your trusted partner for ERP success.



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