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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.

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