Template
Lending Portal
Make loan data collection and approval straightforward by letting your team and borrowers quickly log in and manage applications.
Works with
Airtable
About this template
Our Lending Portal template will enable you to get your lending business online in minutes. Centralize all your borrower data collection and communication in one place. No more lengthy email chains and sharing multiple spreadsheets.
Enable your team to find and manage loan applications with ease. Filter applications and update status in one click. Collaborate on loan applications with our built-in commenting feature to provide updates and get extra information from your borrowers.
Who it's for
If you're setting up or working in an existing lending business and looking to streamline your data collection and loan approval process, then this template is for you!
Set up a scalable and efficient way of collecting loan applications and handling approvals. Collaborate with your team in one place with all the data you need to make decisions at your fingertips.
What's included
- Database collections for borrowers, team members, loan applications, and assets and liabilities
- User roles for team admins, underwriters, advisors and borrowers
- Permission rules so borrowers only see their own borrower data, applications and assets
- Ready-made forms for borrowers and team members to submit new loan applications
- A one-click action button for team admins and underwriters to approve applications
- A ready-made workflow that automatically emails borrowers once their loan has been approved
Why teams use it
- Look professional and give your customers confidence through a fully white-labeled app for your lending business
- Save time and remove admin headaches by centralizing your data collection: no more juggling email threads and spreadsheets
- Keep your team on the same page by assigning loan applications and tracking progress with ready-made pipelines
- Collaborate in context by commenting on specific loan applications, and tag teammates or borrowers when additional information is required
- Leverage automated emails when loan applications are created or updated to further reduce the time you spend updating your customers
Ready to try the Lending Portal?
Start from this template and connect your own data, or explore the live demo first.
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Build your portal today
Start free, connect your data, and invite your team.
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