Know what you’re bringing.
Gather the loan list, accepted documents, opening balances, payment history, reserve and draw positions. Identify which records establish the source of truth.
Your next chapter
Your spreadsheet got you here. Make room for what’s next.
A bigger book brings more handoffs, more versions, and more places to look. Bring the work into one connected lending workspace.
A fair starting point
Keep what you know.
Improve how it connects.
Spreadsheets are flexible and familiar. The friction starts when the same borrower, budget, or payment needs to stay consistent across multiple files and people. AIRE brings that context together around the loan.
- Deal terms connected to the serviced loan
- A draw request beside the approved budget
- Recorded receipts tied to their allocation
- A payoff review that follows the loan’s history
A thoughtful move
Make the transition a clear project.
Agree on the starting point.
Pick a cutoff date. Match balances to supporting records. Resolve missing data and inconsistent terms before treating an imported book as ready.
Walk through the first workflow.
Review a representative loan, an obligation, a receipt, and a draw with your team. A successful upload is the beginning of the transition, not its acceptance test.
THE WHOLE BUSINESS. ONE PLATFORM.
Spend your time lending.
Let the details connect.
Bring one real loan. We’ll walk it through AIRE with you.