Mortgage Referral Partner Tracker

Description

Take your referral partner prospecting to the next level with a comprehensive tracker specifically designed for mortgage professionals who want to efficiently track and manage potential referral partners such as real estate agents, lawyers, and other key contacts with the goal of converting them into active referral sources.

The tracker includes a call list with star rating to prioritize prospects, contact details (name, company, contact information), status and category labels, and touchpoint milestones to monitor progress. Linear timeline contact touchpoints allow up to 24 interactions per prospect with interaction documentation (date and result of each outreach). The touchpoint summary count includes daily touchpoint goal setting with auto-calculating progress, auto-calculating totals showing total calls made today, and a daily touchpoint count chart (choose start date to see summary of daily touchpoints, goal, and completion percentage for a whole year). Contact look-up provides prospect summary by selecting a name from the drop-down menu to view star rating, status, company name, contact details, touchpoint summary, and communication notes. Communication log allows detailed documentation of any communication notes from interactions with prospects.

What's Included:

• Call List (Star Rating, Contact Details, Status & Category, Touchpoint Milestones)
• Linear Timeline Contact Touchpoints (Up to 24 Interactions Per Prospect)
• Interaction Documentation (Date & Result of Each Outreach)
• Touchpoint Summary Count (Daily Goal, Auto-Calculating Totals, Daily Count Chart)
• Contact Look-Up (Prospect Summary with Drop-Down Menu)
• Communication Log (Detailed Documentation of Notes)
• Fully Customizable Google Sheets Format
• Detailed Instructions Included

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