Customized Lending Biz

Effortlessly manage your lending business with this all-in-one Google Sheets system.

Say goodbye to scattered records and hello to a smarter way of tracking your clients, payments, and loans. The Lending Business Tracker is designed to help small lending businesses stay organized, professional, and in control.

📦 What’s Included:

• 📇 Client Database – Keep a detailed record of all your borrowers in one searchable, organized sheet.

• 📆 Calendar View – Visualize due dates and payment schedules so you never miss a follow-up.

• 💵 Payment Tracker – Easily monitor incoming payments, outstanding balances, and payment history.

• 📁 Client Loan Book / Portal – A personalized loan summary for each client, automatically updated with their loan details and status.

✅ Why You’ll Love It:

• Built in Google Sheets – No software needed, accessible anytime, anywhere

• Beginner-friendly with clear instructions

• Smart formulas that automate tracking and updates

• Professional layout that makes your business look legit

• Saves you time and helps reduce manual errors