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Mortgage Professional Client List

$18.00
$18.00
Sale Sold out

Description

Organize, 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.

What's Included (7 Tabs):

  • Client List to track all important details, contact info, employment, finances, family details, birthdates, addresses, vendor preferences, and mailing lists
  • Client Dashboard with automated summary by client file
  • Loan Follow-up with auto-populating timeline at 30 days, 1 year, 2 years, 3 years, 4 years, and 4.5 years
  • Loan Follow-up Calendar with smart calendar showing who needs follow-up messages
  • Calendar Birthdays & Home Anniversaries by calendar week
  • Communication Log to document all communications
  • Marketing & Client Engagement Mailing Lists with summaries and contact information

Requirements: 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.

Individual License: This template is licensed for your personal business use only. Please don't share, redistribute, or resell the files. If your colleagues love what they see, we'd be grateful if you'd send them our way!

Team & Brokerage Licensing: Need licenses for multiple team members? Contact us for volume pricing options - we're happy to work with you!

By purchasing, you agree to our Terms of Service & Policies.

Upon purchase, you will receive a PDF download containing access link(s) to your template. Simply open the PDF, click the link(s) inside, and you'll be ready to start using and customizing your template right away.

Need help? We're always happy to assist! If you have any questions or run into any issues, please don't hesitate to reach out. We're here to make sure you get the most out of your purchase.

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