Portfolio · ERP / CRM implementation
The entire mortgage process of New Capital Group
Every deal starts from a ready-made “Mortgage Deal” template — 9 stages, 16 tasks with checklists and a clear owner. The pipeline is read in real time, not assembled over the phone.
~60–70% less administration per deal
Onboarding in weeks, not months
Pipeline review in minutes, not hours
Zero missed steps across deals
Project details
- Client
- New Capital Group
- Industry
- Mortgage lending
- Services
- Odoo 19 · Processes · CRM migration · Training
- Year
- 2026
From spreadsheets and emails — to a standardized digital process.
New Capital Group's consultants guide the client along the entire path of home financing — from the first inquiry, through gathering documents and negotiating with the banks, to approval and drawdown of the loan. Every deal passes through dozens of steps involving the client, the consultant, the back office, and several partner banks.
The process lived in spreadsheets, email threads, and the personal experience of individual consultants — with no common standard, no visibility into which stage each deal was at, and no clear owner for the next step. We built an Odoo 19 environment that standardizes it end to end.
9
stages in the pipeline of every deal
16
standardized tasks with checklists and dependencies
5
team roles — a clear owner for every step
A deal that runs on rails.
The “Mortgage Deal” template encodes the company's entire operating procedure: every task has a role, a step-by-step checklist, and dependencies — a task becomes active only once its prerequisites are met. Missing a document or a bank deadline is structurally impossible.
10 custom fields hold everything about the deal — bank, loan type, amounts, and key dates — in one authoritative place.
Client feedback
“Every new deal starts from a ready-made template with the whole process inside it — nothing depends on memory or improvisation anymore.”
One system for the entire business.
Around the deals we configured a complete ERP environment, demonstrated with live examples — from sales and invoicing to internal training. The historical deal ledger has been migrated from Excel into the CRM, the team is in Odoo HR, and the partner banks are structured records referenced directly in the deal's fields.
Every handover includes full documentation and a Bulgarian-language manual for each module in daily use.
See all modules →- CRM
- Sales
- Invoicing
- Purchases
- Helpdesk
- Subscriptions
- Marketing
- E-learning
- HR
- Projects
The company's know-how — now an asset, not oral tradition.
A new consultant steps into a standardized, self-documenting process, while the full history of financed loans lives in the CRM — ready for analysis and forecasting.
ERP
Finance, sales, and purchases in one system
CRM
Clients and partners with structured data
BI / Reporting
Reports and dashboards in real time
E-learning
Internal training with trackable completion
- Odoo 19 Enterprise
- Competitiveness & Innovation Programme 2021–2027
- Documentation and manual in Bulgarian
The results — before and after
Every new mortgage contract starts from a ready-made template with the whole process inside it — and management sees in real time which stage each deal is at and where it has stalled.
Before the implementation
A manual process
- Deals — in spreadsheets, email threads, and the consultants' memory
- No common standard for how a deal should run
- No visibility into which stage each deal was at or who was responsible for it
- Onboarding a new consultant — months of learning “by word of mouth”
With Odoo 19
A standardized digital process
- A new deal from a ready-made template — in minutes, not by hand
- Dependencies and checklists — zero missed steps and deadlines
- Pipeline in real time — review in minutes, not hours
- ~60–70% less administration — more deals per consultant
* Conservative estimates based on a before/after comparison and typical results for Odoo ERP implementations of this scale.
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