Private Lending Airtable Base

All-in-one Airtable template to manage your private lending or hard money business. Loan origination, servicing, CRM, and more.

You can learn more about the product here: https://lendingtool.co

My Story

I started a hard money side hustle 3 years ago when I was working until 2 am every night as an investment banker.

I closed 40 loans in my first 12 months.

So how did I keep up and grow so fast?

I built this Airtable base to automate and cut down on 90% of the data entry and back office tasks.

I am now a full-time private lender and owner of Longleaf Lending. I've closed over 300+ loans and over $75 million in deal value.

This Airtable base STILL runs my business.

Private lending software is expensive, inflexible, and cumbersome (believe me - I've demo'd most of them). You'll pay $1,000+/month plus $5,000 in onboarding and set up costs.

And then, it takes over a month just to get up and running!

Most lenders don't need this.

If you want to start lending or are still using an excel spreadsheet to manage your business, it's time for an upgrade.

What's Included in the Private Lending Base?

• Access to my all-in-one custom Airtable base
• 8 integrated tables to manage loan origination, customer relationships, and servicing
• Access to over 1.5 hours of my instructional videos on how to use the lending features I've designed in Airtable
• Works on the free version of Airtable - only upgrade if you want to add additional features later on

Loan Origination Features

• New loan submission form for lender and borrower
• Data entry and file storing - upload and store underwriting documents easily
• Automatic calculations - first payment date, origination fees, etc.
• Pipeline management and kanban view
• Customizable loan types and products. Includes ability to adjust 360/365 interest days and dutch or non-dutch interest
• Standardized loaProductn conditions (such as interest rate and maturity)
• Custom dashboards
• Funding figures generation to confirm with title
• Partial interest is pre-paid at close. Accrued interest due on the first of every month

Loan Servicing Features

• Draw request form for borrowers
• Draw review, approval, and tracking
• Generate monthly payment tickets and keep track of interest payment receipts
• Add additional post-close fees such as extensions and late fees
• Generate payoff statements with automatic calculations to collect partial interest, unpaid interest, and other fees or charges
• Custom views and dashboards to monitor loan performance
• Loan tape generation and export to Excel

CRM Features

• Add new and existing contacts
• 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