Loan Officer Shared Client Dashboard

Description

Keep clients informed, organized, and confident throughout their loan journey with fully customizable Google Sheet dashboards designed specifically for loan officers. This professional tool builds trust and transparency by giving clients a clear view of their loan progress while providing a premium client experience.

The 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.

What's Included:

• Google Sheet with 4 Dashboards (New Purchase, Refinance, HELOC, Renewal)
• 100% Customizable (Colors, Font, Text, Tasks, Documents, Dates, Summary Details, Notes)
• Track Every Stage of Loan Process
• Document Tracker (Required Documents, Submissions, Deadlines)
• Communication Log (Calls, Emails, Messages)
• Interactive Features (Clickable Links, Pop-Up Calendar)
• Professional & Organized Client Experience
• Detailed User Instructions
• Duplicate for Each Client
• Purchase Once, Use Indefinitely

Requirements: Requires a Google account. Designed for Google Sheets only—not compatible with Excel. Digital download only—no physical product will be shipped.