Private Lending Airtable Base
All-in-one Airtable private lending template to manage your lending business. Loan origination, servicing, CRM, and more. Made by a lender, for lenders.
Frequently asked questions
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.
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.
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.
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.
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.