~/recent-builds/bridging-loan-operations
Loans, properties, legal stages, calculations and documents in one monday.com system, with term sheets and AIPs generated automatically.
~/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
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
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
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
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
Legacy loans were imported, with dates and linked records cleaned up on the way, so past and present loans live together.
~/how-it-runs
Each circle is one step, in the app where it happens. Click a step to see what it did.
ran 5 steps
example data
$ next --step
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? ari@byaryeh.xyz