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Software system for credit management – with Odoo technology


Our Loan Management System (LMS), based on Odoo, is a professional software solution for managing loans, collateral, leasing, factoring, and debt collection. It supports a wide range of credit operations, including co-borrowers and collateral management.

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System Highlights

  • Separation of processes and user roles: Clearly defined core processes with defined roles for different types of users. Activities are tracked through logs and timers.
  • Comprehensive data management: The system stores all entered data in the various modules and displays the original information, the latest revision, and a visual comparison of the versions.
  • Document processing: Automatic generation and printing of all necessary documents. Scanned files are archived by client, credit, or payment.
  • Modular interface: The information is structured into intuitive sections, with quick search and navigation between the modules.
  • Web-based platform: Fully integrable and accessible from any device.

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Modular System with Integrated Business Logic

  • Administrative module: Access management, cash operations, and system settings. Templates for SMS/email and a database of internal procedures and documents.
  • Client module: Registration of individuals and legal entities, tracking of history and roles such as borrower, guarantor, co-borrower, etc.
  • Credit configuration module: Defining credit products with individual parameters, complete repayment plans, promotional conditions, and fees.
  • Credit application module: Application processing, status tracking, document generation, filtering, etc.
  • Credit module: Activation and tracking of loans, cash flows, customer relationships, and associated loans.
  • Cash Module: Processing of payments and settlements – in the office or via bank. Includes a pre-set order of payments and options for full and partial early repayment.

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Reporting & Compliance

  • Automated reports: Complete accountability, weekly and monthly statements for the Central Credit Register (CCR).
  • Custom reports and statements: Operational, accounting and financial analysis (IRR, provisions, client and office segments).

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Advanced Features

  • Tracking changes: comparison of versions and user actions over time.
  • Mandatory fields and validated input for guaranteed data quality.
  • Built-in help: with the option for editing by employees.
  • Currency settings: configured from the admin panel.
  • Email/SMS notifications with personalised templates. 
  • Customising the interface: themes, fonts, visualisation styles.


Executive Dashboard

The embedded dashboard provides up-to-date business metrics: profitability, efficiency by offices/groups, achievement of goals.

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System Extensions (Optional Integrations)

  • Credit scoring
  • Integrations
  • Website - Grant Portal
  • Statistical models and risk management models