{"product_id":"mortgage-professional-pipeline-with-task-tracker-google-sheets-spreadsheet-communication-log-client-dashboard-business-summary-follow-up","title":"Loan Officer Pipeline with Task Tracker","description":"\u003cp\u003eUnlock 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.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eGoogle Sheet with 8 tabs\u003c\/li\u003e\n\u003cli\u003eIncome Calculator \u0026amp; Pipeline Summary to set goals and track progress\u003c\/li\u003e\n\u003cli\u003eTransaction Pipeline with filters, client info, loan tracking, lead management, 15-point onboarding checklist, 24-point milestone checklist, and financials\u003c\/li\u003e\n\u003cli\u003eClient Summary Dashboard with drop-down menu for concise client journey overview\u003c\/li\u003e\n\u003cli\u003eImportant Dates Calendar with visual format\u003c\/li\u003e\n\u003cli\u003eFollow-Up Calendar \u0026amp; Habit Tracker\u003c\/li\u003e\n\u003cli\u003eTask Tracker \u0026amp; Calendar with auto-calculating due dates and dynamic visualization\u003c\/li\u003e\n\u003cli\u003eClient Communication Log that auto-populates the dashboard\u003c\/li\u003e\n\u003cli\u003eDetailed User Instructions\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":54826744021283,"sku":"150","price":30.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0978\/1143\/1715\/files\/SKU_150_1.jpg?v=1774471503","url":"https:\/\/realestatedesignco.com\/products\/mortgage-professional-pipeline-with-task-tracker-google-sheets-spreadsheet-communication-log-client-dashboard-business-summary-follow-up","provider":"Real Estate Design Co","version":"1.0","type":"link"}