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Create Airtable with Core Lending Functionality

  • April 10, 2019
  • 1 reply
  • 2 views
S

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!

    1 reply

    M
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    • Mike_McLaughlin
    • Participating Frequently
    • 97 replies
    • April 11, 2019

    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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