{"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","url":"https:\/\/realestatedesignco.com\/products\/mortgage-professional-client-list-tracker-google-sheets-template","provider":"Real Estate Design Co","version":"1.0","type":"link"}