{"title":"Loan Officer","description":"\u003cp\u003eProfessional marketing templates and resources for mortgage loan officers. Build your brand and attract more clients with customizable templates designed specifically for the lending industry.\u003c\/p\u003e","products":[{"product_id":"real-estate-mortgage-rate-sheet-canva-template-co-branded-open-house-listing-marketing","title":"Co-Branded Mortgage Rate Sheet","description":"\u003cp\u003eBuild stronger relationships with real estate agents and position yourself as a valuable resource by providing co-branded rate sheets for their open houses and listings. This fully customizable Canva template makes it easy to share current mortgage rates and financing options with potential buyers while enhancing your visibility and facilitating meaningful conversations about their mortgage needs.\u003c\/p\u003e\n\u003cp\u003eUpdate the template with current rates and terms, add your photo and contact details, and customize with your branding. Choose between two layouts—one with space for a real estate agent photo for co-branding and one without. Proactively connect with agents ahead of their open houses and offer to provide rate sheets for their buyer packages, positioning yourself as a knowledgeable and accessible partner.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e2 Rate Sheet Templates (8.5\" x 11\"): With \u0026amp; Without Agent Photo\u003c\/li\u003e\n\u003cli\u003eFully Customizable Rate Information, Photos \u0026amp; Contact Details\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli\u003eOption to add clickable links if sharing via email\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eRequirements: \u003c\/strong\u003eRequires a Canva account (free or pro version). Digital download only—no physical product will be shipped.\u003c\/p\u003e","brand":"Real Estate Design Co","offers":[{"title":"Default Title","offer_id":54826741956899,"sku":"185","price":5.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0978\/1143\/1715\/files\/d6dfa873-il_fullxfull.7577209016_6vpb.jpg?v=1773250430"},{"product_id":"mortgage-email-templates-canva-loan-officer-client-communication-pre-approval-to-closing-follow-up-editable-bundle","title":"Loan Officer Email Templates","description":"\u003cp\u003eDeliver a polished, professional borrower experience from first inquiry to closing day and beyond with strategic email templates designed specifically for loan officers. This bundle includes 19 fully editable Canva email templates that provide clear, confident messaging at every stage of the mortgage process, helping you educate buyers, reduce stress, and build long-term relationships without rewriting the same emails over and over.\u003c\/p\u003e\n\u003cp\u003eCustomize each template in Canva with your branding, colors, and fonts, then export directly to Gmail or Outlook with one click. \u003cspan\u003eCanva makes this simple — just connect your Gmail or Outlook account, and your email will open with the design already placed and ready to send. \u003cmeta charset=\"utf-8\"\u003eMake quick personalized edits before sending. \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003ePro tip: Save your design as an email template inside Outlook or Gmail. Next time you want to send it, just load the template, swap out the text for that specific client, and hit send. No need to open Canva every single time!\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e19 Editable Email Templates Covering Pre-Approval to Closing \u0026amp; Beyond\u003c\/li\u003e\n\u003cli\u003eTemplates for Every Stage: Inquiry, Pre-Approval, Under Contract, Appraisal, Approval, Closing\u003c\/li\u003e\n\u003cli\u003ePost-Loan Follow-Up: 1-Month, Home Anniversary, 2-Year, 3-Year, 4-Year, 4.5-Year Renewal\u003c\/li\u003e\n\u003cli\u003eFully Customizable in Canva Pro\u003c\/li\u003e\n\u003cli\u003ePurchase Once, Use Unlimited Times\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eRequirements: \u003c\/strong\u003eRequires a Canva Pro account. Digital download only—no physical product will be shipped.\u003c\/p\u003e","brand":"Real Estate Design Co","offers":[{"title":"Default Title","offer_id":54826742087971,"sku":"310","price":18.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0978\/1143\/1715\/files\/SKU_310_1.jpg?v=1780671573"},{"product_id":"mortgage-professional-client-list-tracker-google-sheets-template","title":"Mortgage Professional Client List","description":"\u003cp\u003eOrganize, track, and grow your business with ease using this comprehensive Google Sheets template designed for mortgage professionals, mortgage brokers, and loan processors. This client list tracker includes seven meticulously crafted tabs to help you manage your clients, track important details, and enhance your client engagement and follow-up processes. Streamline your workflow, improve client communication, and ensure no important details or follow-ups are missed.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's Included (7 Tabs):\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eClient List to track all important details, contact info, employment, finances, family details, birthdates, addresses, vendor preferences, and mailing lists\u003c\/li\u003e\n\u003cli\u003eClient Dashboard with automated summary by client file\u003c\/li\u003e\n\u003cli\u003eLoan Follow-up with auto-populating timeline at 30 days, 1 year, 2 years, 3 years, 4 years, and 4.5 years\u003c\/li\u003e\n\u003cli\u003eLoan Follow-up Calendar with smart calendar showing who needs follow-up messages\u003c\/li\u003e\n\u003cli\u003eCalendar Birthdays \u0026amp; Home Anniversaries by calendar week\u003c\/li\u003e\n\u003cli\u003eCommunication Log to document all communications\u003c\/li\u003e\n\u003cli\u003eMarketing \u0026amp; Client Engagement Mailing Lists with summaries and contact information\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eRequirements:\u003c\/strong\u003e Requires a Google account. This is a Google Sheets product and does not transfer to Excel. Digital download only—no physical product will be shipped.\u003c\/p\u003e","brand":"Real Estate Design Co","offers":[{"title":"Default Title","offer_id":54826742939939,"sku":"172","price":18.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0978\/1143\/1715\/files\/SKU_172.jpg?v=1774476823"},{"product_id":"mortgage-client-text-message-templates-loan-officer-communication-financing-canva-templates","title":"Loan Officer Text Message Templates","description":"\u003cp\u003eWOW your clients with polished, on-brand mortgage communication at every stage of the loan process. These editable Canva text message templates are designed specifically for loan officers, mortgage brokers, and mortgage professionals who want to deliver clear updates, build trust, and create a five-star client experience—from first inquiry to years after closing. Instead of sending plain text messages, send branded, professional mortgage updates that keep borrowers informed and confident throughout their home financing journey.\u003c\/p\u003e\n\u003cp\u003eCustomize in Canva by updating your logo, brand colors, headshot, and contact details in minutes, personalizing each message for your clients, and downloading as a JPEG to send directly via text message. The templates are fully editable in the free version of Canva with no complicated software required. Built-in anniversary and renewal reminder templates help you generate repeat business and referrals automatically, keeping you top of mind after closing. Purchase once and use it over and over.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e17 Canva Templates - Text Message Bundle\u003c\/li\u003e\n\u003cli\u003eMortgage Inquiry\u003c\/li\u003e\n\u003cli\u003ePre-Approval Docs Required\u003c\/li\u003e\n\u003cli\u003ePre-Approval Submitted\u003c\/li\u003e\n\u003cli\u003ePre-Approval Amount\u003c\/li\u003e\n\u003cli\u003eRealtor Recommendations\u003c\/li\u003e\n\u003cli\u003ePurchase Docs Required\u003c\/li\u003e\n\u003cli\u003eApplication Submitted\u003c\/li\u003e\n\u003cli\u003eConditionally Approved\u003c\/li\u003e\n\u003cli\u003eLender Conditions\u003c\/li\u003e\n\u003cli\u003eFinancing Approved\u003c\/li\u003e\n\u003cli\u003eWelcome Home\u003c\/li\u003e\n\u003cli\u003e30-Day Follow-Up\u003c\/li\u003e\n\u003cli\u003e1-Year Anniversary\u003c\/li\u003e\n\u003cli\u003e2-Year Anniversary\u003c\/li\u003e\n\u003cli\u003e3-Year Anniversary\u003c\/li\u003e\n\u003cli\u003e4-Year Anniversary\u003c\/li\u003e\n\u003cli\u003e4.5-Year (Renewal Reminder)\u003cbr\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eRequirements:\u003c\/strong\u003e Requires a Canva account (free or pro version). 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Then watch your progress as you add data to your pipeline and move clients through the loan process.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eGoogle Sheet with 8 tabs\u003c\/li\u003e\n\u003cli\u003eIncome Calculator \u0026amp; Pipeline Summary to set goals and track progress\u003c\/li\u003e\n\u003cli\u003eTransaction Pipeline with filters, client info, loan tracking, lead management, 15-point onboarding checklist, 24-point milestone checklist, and financials\u003c\/li\u003e\n\u003cli\u003eClient Summary Dashboard with drop-down menu for concise client journey overview\u003c\/li\u003e\n\u003cli\u003eImportant Dates Calendar with visual format\u003c\/li\u003e\n\u003cli\u003eFollow-Up Calendar \u0026amp; Habit Tracker\u003c\/li\u003e\n\u003cli\u003eTask Tracker \u0026amp; Calendar with auto-calculating due dates and dynamic visualization\u003c\/li\u003e\n\u003cli\u003eClient Communication Log that auto-populates the dashboard\u003c\/li\u003e\n\u003cli\u003eDetailed User Instructions\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eRequirements:\u003c\/strong\u003e Requires a Google account. 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Linear timeline contact touchpoints allow up to 24 interactions per prospect with interaction documentation (date and result of each outreach). The touchpoint summary count includes daily touchpoint goal setting with auto-calculating progress, auto-calculating totals showing total calls made today, and a daily touchpoint count chart (choose start date to see summary of daily touchpoints, goal, and completion percentage for a whole year). Contact look-up provides prospect summary by selecting a name from the drop-down menu to view star rating, status, company name, contact details, touchpoint summary, and communication notes. Communication log allows detailed documentation of any communication notes from interactions with prospects.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCall List (Star Rating, Contact Details, Status \u0026amp; Category, Touchpoint Milestones)\u003c\/li\u003e\n\u003cli\u003eLinear Timeline Contact Touchpoints (Up to 24 Interactions Per Prospect)\u003c\/li\u003e\n\u003cli\u003eInteraction Documentation (Date \u0026amp; Result of Each Outreach)\u003c\/li\u003e\n\u003cli\u003eTouchpoint Summary Count (Daily Goal, Auto-Calculating Totals, Daily Count Chart)\u003c\/li\u003e\n\u003cli\u003eContact Look-Up (Prospect Summary with Drop-Down Menu)\u003c\/li\u003e\n\u003cli\u003eCommunication Log (Detailed Documentation of Notes)\u003c\/li\u003e\n\u003cli\u003eFully Customizable Google Sheets Format\u003c\/li\u003e\n\u003cli\u003eDetailed Instructions Included\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eRequirements:\u003c\/strong\u003e Requires a Google account. 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Digital download only—no physical product will be shipped.\u003c\/p\u003e","brand":"Real Estate Design Co","offers":[{"title":"Default Title","offer_id":54826745856291,"sku":"180","price":8.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0978\/1143\/1715\/files\/SKU_180.jpg?v=1774483956"},{"product_id":"mortgage-professional-loan-officer-shared-client-dashboard-new-purchase-refinance-heloc-renewal-google-sheet","title":"Loan Officer Shared Client Dashboard","description":"\u003cp\u003eKeep clients informed, organized, and confident throughout their loan journey with fully customizable Google Sheet dashboards designed specifically for loan officers. \u003cmeta charset=\"utf-8\"\u003eThis professional tool builds trust and transparency by giving clients a clear view of their loan progress while providing a premium client experience.\u003c\/p\u003e\n\u003cp\u003eThe Google Sheet includes 4 dashboards (New Purchase, Refinance, HELOC, Renewal) with detailed user instructions. Customize to suit your brand by editing colors, font, and text. Edit tasks, documents, dates, summary details, and notes\/instructions to match your workflow. Track every stage so nothing gets missed. The document tracker lets clients see required documents, track submissions, and stay on top of deadlines. The communication log keeps a record of calls, emails, and messages between you and your client. Interactive features include clickable links to upload or view documents and a pop-up calendar to easily choose dates. Streamline your workflow while providing a premium client experience. Clients know exactly where they are in the process, feel informed and empowered, and are less likely to miss paperwork or deadlines. Duplicate for each client.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eGoogle Sheet with 4 Dashboards (New Purchase, Refinance, HELOC, Renewal)\u003c\/li\u003e\n\u003cli\u003e100% Customizable (Colors, Font, Text, Tasks, Documents, Dates, Summary Details, Notes)\u003c\/li\u003e\n\u003cli\u003eTrack Every Stage of Loan Process\u003c\/li\u003e\n\u003cli\u003eDocument Tracker (Required Documents, Submissions, Deadlines)\u003c\/li\u003e\n\u003cli\u003eCommunication Log (Calls, Emails, Messages)\u003c\/li\u003e\n\u003cli\u003eInteractive Features (Clickable Links, Pop-Up Calendar)\u003c\/li\u003e\n\u003cli\u003eProfessional \u0026amp; Organized Client Experience\u003c\/li\u003e\n\u003cli\u003eDetailed User Instructions\u003c\/li\u003e\n\u003cli\u003eDuplicate for Each Client\u003c\/li\u003e\n\u003cli\u003ePurchase Once, Use Indefinitely\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eRequirements: \u003c\/strong\u003eRequires a Google account. 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Save time and present a polished, professional image with this versatile marketing tool.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's Included (16-Page Canva Template):\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCover Page\u003c\/li\u003e\n\u003cli\u003eServices Offered\u003c\/li\u003e\n\u003cli\u003eRoadmap to Financing (5 Main Steps Broken Down)\u003c\/li\u003e\n\u003cli\u003eGetting Qualified\u003c\/li\u003e\n\u003cli\u003eDetermining an Interest Rate\u003c\/li\u003e\n\u003cli\u003eBreaking Down The Cost\u003c\/li\u003e\n\u003cli\u003eYour Mortgage Payment Details\u003c\/li\u003e\n\u003cli\u003eMortgage Terminology\u003c\/li\u003e\n\u003cli\u003eQuote Page\u003c\/li\u003e\n\u003cli\u003eMonthly Budget\u003c\/li\u003e\n\u003cli\u003eRefinancing Information\u003c\/li\u003e\n\u003cli\u003eRenewal Information\u003c\/li\u003e\n\u003cli\u003eConnect with Me Page (With or Without QR Code)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eRequirements:\u003c\/strong\u003e Requires a Canva account (free or pro version). 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