Loan portfolio deadline tracker

Set up custom loan portfolio deadline tracking emails directly from a spreadsheet, no coding necessary.

Save time and improve operations

Use Lido to automate loan portfolio deadline tracking for all loan related activities.
Application deadlines
Loan Origination Team
Approval dates
Underwriting Team
Disbursement schedules
Disbursement Team
Repayment deadlines
Collections Team
Compliance deadlines
Compliance Team

How it works

Lido's new =SENDGMAIL() formula allows you to send emails directly from a spreadsheet. Combine it with existing spreadsheet formulas like =IF() and =TODAY() to trigger emails automatically on key loan portfolio deadline dates.

Infinite customization, zero code

Tired of loan portfolio deadline tracking software that's difficult to configure and doesn't meet your needs? Leverage your existing spreadsheet skills to build exactly what you need in Lido.

Personalized messages

Customize emails by referencing spreadsheet column names and turning them into dynamic variables for each recipient.

Flexible logic

Easily set up email send dates by subtracting X days from a tax deadline. Create multiple columns to send emails on different days.

Adaptable recipients

Send loan portfolio deadline tracking emails to yourself, your team, or your clients. Changing the email recipient is as simple as clicking on a different cell.

Get started in less than 10 minutes

Don't believe us? Watch Eric build a working loan portfolio deadline tracking tool from scratch in six minutes.

More things you can build with Lido

Frequently asked questions

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