Smart Move

Private lending software is expensive and not designed for most lenders needs. This Airtable base is a perfect for originators/lenders growing their business or those that need to make the upgrade from an excel spreadsheet. Eliminate 90% of repeat data entry. Automate some of your tasks. Built on the free version of Airtable, only upgrade later if you decide you want to more automations and extensions. Before you get started, make sure you understand what is not included, see below ⬇️

Private Lending Airtable Base
  • Instant access to the base
  • 8 integrated tables
  • Loan origination
  • Customer relationships
  • Servicing features
  • Instructional videos
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What the Airtable Private Lending Base does not come with:

❌ Ongoing support from me. You can use it straight out of the box. I provide videos on basic settings and modifications.

❌ It does not come with an Airtable subscription, you'll need to set that up yourself as explained in the videos. The base can be used on the Free Version of Airtable.

❌ Assistance onboarding your existing loan portfolio. I'll explain in the videos how you can import some of the data with a few clicks.

❌ The base cannot be returned, I'm sorry.

Still not sure?

If you are uncertain if this is the right fit for your business, you can book a call with me. If you decide to purchase the base, I'll credit the cost of the consult against the Lending Base pricing.