~/recent-builds/bridging-loan-operations

A loan operations system for a bridging lender

Loans, properties, legal stages, calculations and documents in one monday.com system, with term sheets and AIPs generated automatically.

client
Client under NDA
type
System
status
live
tools
monday.commake

~/what-broke → what-we-built

problem 01/05

Each loan touched properties, borrowers, guarantors, valuers and solicitors, and the details lived in different places.

--the-fix

One place for every loan

Linked monday.com boards for loans, parties and properties, so each loan shows everything attached to it, including multiple properties and guarantors.

problem 02/05

Nobody could see at a glance where a loan was: with the valuer, with legal, or ready to complete.

--the-fix

Stages everyone can see

Every loan moves through set stages, from application to valuation, legal and completion, so the pipeline is clear to the whole team.

problem 03/05

Gross loan figures were worked out by hand, and a small slip could end up in a document.

--the-fix

The sums, done for you

Gross loan and related figures calculate from the loan's own numbers, with a manual override for the unusual cases.

problem 04/05

Agreements in principle (AIPs) and term sheets were typed up one at a time.

--the-fix

Documents generated from the loan

AIPs and term sheets are produced from the loan record with Make, already filled in with the right names, properties and figures.

problem 05/05

Years of older loans sat in spreadsheets, outside the new system.

--the-fix

The old book brought across

Legacy loans were imported, with dates and linked records cleaned up on the way, so past and present loans live together.

~/how-it-runs

What it does, step by step.

Each circle is one step, in the app where it happens. Click a step to see what it did.

ran 5 steps

  1. monday.comA new loan is added14 Example Road · 2 properties · 1 guarantor
  2. MakeCalculate the gross loanGross loan £412,500
  3. MakeGenerate the agreement in principleAIP filled in with the borrower, properties and figures
  4. monday.comSave it to the loan and move the stageStage → Valuation instructed
  5. Only if: stage is legal.MakeGenerate the term sheetTerm sheet saved to the loan

example data

A new loan is set up once, and its figures and documents are produced from that record as it moves through each stage.

$ next --step

Want something like this?

Tell us about it on a free 20-minute call. If it can be automated, you'll leave with a clear idea of how and what it would cost. If it can't, we'll say so.

Prefer email?

$ book --intro-call · 20 min · free

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