Create Airtable with Core Lending Functionality


Hi, I’d like to create a core lending: Origination and loan servicing solution.
Do you know any templates or best practices that could help?

  • With possibility to track loans
  • Set repayment Schedule
  • Due Dates

Also I would like to connect salesforce, docusign, and other solutions to it…

I am completely new to airtable and appreciate any advice. Thanks!



Hi Simon, thats a pretty big ask. I’d suggest checking out Airtable Universe and seeing if anything fits you needs off the shelf.

If you don’t find anything there and have a budget for your project, I’d suggest going over to the ‘work offered’ portion of the forum and posting your project.