{"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. Designed for Google Sheets only—not compatible with Excel. Digital download only—no physical product will be shipped.\u003c\/p\u003e","brand":"Real Estate Design Co","offers":[{"title":"Default Title","offer_id":54826746052899,"sku":"210","price":20.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0978\/1143\/1715\/files\/f13ac9d7-il_fullxfull.7720462595_bilt.jpg?v=1773250479","url":"https:\/\/realestatedesignco.com\/products\/mortgage-professional-loan-officer-shared-client-dashboard-new-purchase-refinance-heloc-renewal-google-sheet","provider":"Real Estate Design Co","version":"1.0","type":"link"}