The Loan Management System (LMS) is a web-based application designed to manage the loan lifecycle, from application to repayment, streamlining processes for administrators, employees, and users. Key features include user roles for admins, employees, and users, a comprehensive dashboard, and functionalities like loan and borrower management. Installation involves cloning the repository, setting up a virtual environment, and applying migrations to start using the system.

1. Loan Management
System
Comprehensive Solution for Managing Loan Lifecycles

2. 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.

3. 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

4. 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.

5. 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.

6. 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.

7. 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.

8. 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.

9. 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.

18. Q&A
Open floor for questions and discussions.