✅ New contact submission form and pre-approval form for screening leads
✅ Log interactions to keep track of project details
✅ Set reminders to keep in touch with Contacts
✅ Track how long since you last contacted a borrower
✅ Link multiple contacts to an entity in Accounts
Frequently asked questions
Can I build a lending Airtable base myself?
Sure - but you'll make mistakes. I've learned a lot in the 3 years I've been using Airtable to run my business. This template includes all those hard fought lessons I've learned over the years.
Is this only for real estate lenders?
It's designed for real estate lenders, but it can be used for any asset class with some minor modifications. That's the beauty of Airtable.
Can I return it?
Unfortunately, no. So, please make sure this is the right solution for you. If you want help deciding, book a 1-hour call with me on the consulting page. If you decide to buy the lending base, I'll give you a credit back from the call.
Is this ready to use right away?
Yes! I won't put you through a month of onboarding!
All you have to do is adjust some settings which I specify in the how-to videos. If you have active loans, I also explain how you can import them.
Is this better than private lending software solutions?
Yes and no. This option isn't for everyone. If you have a large operation, want full control of servicing, and manage a fund, you are probably best signing up for software or staying put.
This is a great option for lenders that want more flexibility and control, or those that are still operating on a spreadsheet.