Loan Management System,Comprehensive Solution for Managing Loan Lifecycles

NavnityaVinayak 43 views 18 slides Oct 14, 2024
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About This Presentation

The Loan Management System (LMS) is a web-based application designed to manage loans from applications to repayments.
It streamlines processes for administrators, employees, and users, providing a comprehensive tool for loan management.


Slide Content

Loan Management System Comprehensive Solution for Managing Loan Lifecycles

Project Overview Comprehensive Solution The Loan Management System (LMS) is a web-based application designed to manage loans from applications to repayments. Streamlined Processes It streamlines processes for administrators, employees, and users, providing a comprehensive tool for loan management.

Key Features User Roles Admin: Manages users, loans, assets, roles, products, wallets, and messages. Employee: Manages loan applications, borrower information, and repayments. User: Applies for loans, views loan status, and manages personal information. Functionalities User Registration and Authentication Dashboard Loan Management Borrower Management Assets Management Role Management Product Management Wallet and Repayments Messaging System

User Roles Explained Admin Full control over the system. Manages all entities including users, loans, assets, roles, and products. Employee Processes loan applications. Manages borrower information and repayments. User Applies for loans. Manages personal loan information and repayments.

Dashboard Features The dashboard displays key metrics such as open loans, total collections, pending loans, and registered clients. It also provides quick access to core system features like borrowers, assets, loans, roles, products, wallets, and messages.

Loan Management Workflow Apply for Loan Users can apply for loans through the system. Review & Approve Employees review and approve loan applications. Manage Disbursements Employees manage the disbursement of approved loans. Oversight Admins oversee all loan activities in the system.

Installation Steps 1 Clone Repository 2 Create Virtual Environment 3 Install Dependencies 4 Apply Migrations 5 Create Superuser To get started, you'll need to clone the repository, create a virtual environment, and install the required dependencies listed in the requirements.txt file. Next, apply any database migrations and create a superuser account. Finally, you can run the development server to start using the Loan Management System.

How to Use the System 1 Registration Visit the Registration Page to create a new account. 2 Loan Application Go to the Loan Application Form to submit your loan request. 3 Loan Review Admins can review and approve loans on the Loan Review Page . 4 Disbursement Approved loans will be disbursed to borrowers. 5 Repayments Borrowers can make loan repayments through the system.

Example Usage Scenarios Admin Manages all system entities, including users, loans, assets, and roles. Employee Processes loan applications and manages borrower information. User Applies for loans and manages personal loan information and repayments.

Q&A Open floor for questions and discussions.
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