Private Lending base

by: @mattweidert

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

Why do you need it?

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 have closed over 250+ loans and over $50 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. 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 do you get?

  • Access to my all-in-one custom base Airtable base within minutes

  • 7 integrated tables to manage loan origination, servicing, and customer relationships

  • Access to my videos on how to use Airtable and the lending features I've designed

  • Airtable is a subscription service, but they offer a FREE month-month plan - only upgrade if you want to add additional features later

The Base

Private Lending Base Airtable Template

Loans - Input, receive, and manage loan terms and data
Draws - receive and approve draw requests from borrowers
Fee & Charge Recording - record post-close fees such as extensions and late fees
Payments - generate monthly payment tickets and track receipts
Contacts - database of your borrowers and other industry contacts
Accounts - entities that are linked to one or more Contacts
Interactions - log communications with your Contacts and set reminders for follow-ups

Loan Origination Features

  • New loan submission form

  • Data entry and file storing - upload underwriting documents easily

  • Automatic calculations - first payment date, origination fees, etc.

  • Pipeline management

  • Balance sheet management

  • Customizable loan types and products

  • Dutch or non-dutch interest

  • Standardized loan conditions (such as interest rate and maturity)

  • Custom dashboards

Loan Servicing Features

  • Draw request form for borrowers

  • Draw review, approval, and integration to balance sheet

  • Generate monthly payment tickets and keep track of who has paid

  • Add additional post-close fees such as extensions and late fees

  • Generate payoff statements with automatic calculations

  • Export data for ACH payment batches

  • Custom views and dashboards to monitor loan performance

CRM Features

  • Add existing and new contacts

  • New contact form submission

  • Log interactions to keep track of key information

  • Set reminders to keep in touch with contacts

  • Link multiple contacts to an entity in Accounts

Who am i?

I'm Matt Weidert from Houston. I own Longleaf Lending and have closed over 250 hard money loans and $50 million in deal value. I'm an expert with Airtable and other no-code solutions such as Zapier and Stacker. I talk about my lending business and the no-code applications I've developed on Twitter @mattweidert. Get in touch with me there, or send me a message below!

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