Loan Officer Pipeline with Task Tracker
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Description
Unlock the power of organization and efficiency with this comprehensive Google Sheets tool designed for mortgage professionals. Whether you're a seasoned professional or just starting, this tool provides the structure you need to succeed. Set an income goal and the income calculator will automatically calculate how many leads and closings you will need to reach your goal. Then watch your progress as you add data to your pipeline and move clients through the loan process.
What's Included:
- Google Sheet with 8 tabs
- Income Calculator & Pipeline Summary to set goals and track progress
- Transaction Pipeline with filters, client info, loan tracking, lead management, 15-point onboarding checklist, 24-point milestone checklist, and financials
- Client Summary Dashboard with drop-down menu for concise client journey overview
- Important Dates Calendar with visual format
- Follow-Up Calendar & Habit Tracker
- Task Tracker & Calendar with auto-calculating due dates and dynamic visualization
- Client Communication Log that auto-populates the dashboard
- Detailed User Instructions
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.
License & Usage Terms
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.
After Purchase
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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Professionally Designed
We have a background as a REALTOR® and Transaction Coordinator.
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Customizable
Edit to suit your business process & brand.
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Instant Download
All products are instant downloads. Receive them immediately after purchase.
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Support
Have a questions? We are always happy to help.
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Lifetime Usability
Use your templates for as long as you need.