Client List
Elevate Your Mortgage Business Management with Our Comprehensive Google Sheets Template
Introducing the ultimate solution for mortgage professionals: a meticulously designed Google Sheets template that streamlines client management, tracks essential details, and enhances client engagement and follow-up.
Key Features:
Client List:
Detailed Tracking: Record comprehensive client information including labels, ratings, statuses, and contact details. Manage employment, financial status, marital status, dependents, and contact preferences. Document birthdays, home anniversaries, and length of occupancy, along with family details such as children’s names and pets. Keep notes on interactions, last contact dates, and schedule future contact dates, with entries automatically populating to your calendar. Manage vendor preferences and up to 10 mailing lists. Track all loans, refinances, and renewals within a dedicated transaction timeline, with additional columns for other vital business information.
Client Dashboard:
Instant Overview: Select a client from a drop-down menu to automatically display their detailed information, including labels, statuses, contact details, family information, transaction history, and communication notes.
Loan Follow-up:
Automated Timelines: Track all loans with auto-populated follow-up reminders at 30 days, 1 year, 2 years, 3 years, 4 years, and 4.5 years from the closing date.
Loan Follow-up Calendar:
Smart Scheduling: View follow-up timelines in a dynamic calendar format. Set your weekly start date to get a summary of upcoming follow-up messages due.
Calendar Birthdays & Home Anniversaries:
Never Miss an Occasion: Display birthdays and home anniversaries by week to ensure timely and thoughtful client interactions.
Communication Log:
Comprehensive Documentation: Record every client communication in one place. View a summary of all entries on the Client Dashboard for easy reference.
Marketing & Client Engagement Mailing Lists:
Efficient Management: Track marketing and engagement efforts. Get a summary of each list and generate concise lists for targeted marketing.
Why Choose This Template?
Streamline Your Workflow: Organize all client information and follow-ups efficiently.
Enhance Client Relationships: Ensure no important details are missed and stay on top of key engagement opportunities.
Boost Efficiency: Save time and increase productivity with a structured approach to client management.
Get Started Today!
Transform your client management and enhance your mortgage business operations with our Google Sheets template. Purchase now to start optimizing your processes and elevate your client satisfaction and efficiency to new heights!
HOW DOES IT WORK?
♥ Template is customizable - instructions included.
♥ This product is an instant digital download. No physical product will be shipped to you.
♥ This is a Google Sheets product and does not transfer to Excel.
♥ This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes without explicit written permission from Real Estate Design Co.
Thanks for visiting Real Estate Design Co.
Elevate Your Mortgage Business Management with Our Comprehensive Google Sheets Template
Introducing the ultimate solution for mortgage professionals: a meticulously designed Google Sheets template that streamlines client management, tracks essential details, and enhances client engagement and follow-up.
Key Features:
Client List:
Detailed Tracking: Record comprehensive client information including labels, ratings, statuses, and contact details. Manage employment, financial status, marital status, dependents, and contact preferences. Document birthdays, home anniversaries, and length of occupancy, along with family details such as children’s names and pets. Keep notes on interactions, last contact dates, and schedule future contact dates, with entries automatically populating to your calendar. Manage vendor preferences and up to 10 mailing lists. Track all loans, refinances, and renewals within a dedicated transaction timeline, with additional columns for other vital business information.
Client Dashboard:
Instant Overview: Select a client from a drop-down menu to automatically display their detailed information, including labels, statuses, contact details, family information, transaction history, and communication notes.
Loan Follow-up:
Automated Timelines: Track all loans with auto-populated follow-up reminders at 30 days, 1 year, 2 years, 3 years, 4 years, and 4.5 years from the closing date.
Loan Follow-up Calendar:
Smart Scheduling: View follow-up timelines in a dynamic calendar format. Set your weekly start date to get a summary of upcoming follow-up messages due.
Calendar Birthdays & Home Anniversaries:
Never Miss an Occasion: Display birthdays and home anniversaries by week to ensure timely and thoughtful client interactions.
Communication Log:
Comprehensive Documentation: Record every client communication in one place. View a summary of all entries on the Client Dashboard for easy reference.
Marketing & Client Engagement Mailing Lists:
Efficient Management: Track marketing and engagement efforts. Get a summary of each list and generate concise lists for targeted marketing.
Why Choose This Template?
Streamline Your Workflow: Organize all client information and follow-ups efficiently.
Enhance Client Relationships: Ensure no important details are missed and stay on top of key engagement opportunities.
Boost Efficiency: Save time and increase productivity with a structured approach to client management.
Get Started Today!
Transform your client management and enhance your mortgage business operations with our Google Sheets template. Purchase now to start optimizing your processes and elevate your client satisfaction and efficiency to new heights!
HOW DOES IT WORK?
♥ Template is customizable - instructions included.
♥ This product is an instant digital download. No physical product will be shipped to you.
♥ This is a Google Sheets product and does not transfer to Excel.
♥ This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes without explicit written permission from Real Estate Design Co.
Thanks for visiting Real Estate Design Co.
Elevate Your Mortgage Business Management with Our Comprehensive Google Sheets Template
Introducing the ultimate solution for mortgage professionals: a meticulously designed Google Sheets template that streamlines client management, tracks essential details, and enhances client engagement and follow-up.
Key Features:
Client List:
Detailed Tracking: Record comprehensive client information including labels, ratings, statuses, and contact details. Manage employment, financial status, marital status, dependents, and contact preferences. Document birthdays, home anniversaries, and length of occupancy, along with family details such as children’s names and pets. Keep notes on interactions, last contact dates, and schedule future contact dates, with entries automatically populating to your calendar. Manage vendor preferences and up to 10 mailing lists. Track all loans, refinances, and renewals within a dedicated transaction timeline, with additional columns for other vital business information.
Client Dashboard:
Instant Overview: Select a client from a drop-down menu to automatically display their detailed information, including labels, statuses, contact details, family information, transaction history, and communication notes.
Loan Follow-up:
Automated Timelines: Track all loans with auto-populated follow-up reminders at 30 days, 1 year, 2 years, 3 years, 4 years, and 4.5 years from the closing date.
Loan Follow-up Calendar:
Smart Scheduling: View follow-up timelines in a dynamic calendar format. Set your weekly start date to get a summary of upcoming follow-up messages due.
Calendar Birthdays & Home Anniversaries:
Never Miss an Occasion: Display birthdays and home anniversaries by week to ensure timely and thoughtful client interactions.
Communication Log:
Comprehensive Documentation: Record every client communication in one place. View a summary of all entries on the Client Dashboard for easy reference.
Marketing & Client Engagement Mailing Lists:
Efficient Management: Track marketing and engagement efforts. Get a summary of each list and generate concise lists for targeted marketing.
Why Choose This Template?
Streamline Your Workflow: Organize all client information and follow-ups efficiently.
Enhance Client Relationships: Ensure no important details are missed and stay on top of key engagement opportunities.
Boost Efficiency: Save time and increase productivity with a structured approach to client management.
Get Started Today!
Transform your client management and enhance your mortgage business operations with our Google Sheets template. Purchase now to start optimizing your processes and elevate your client satisfaction and efficiency to new heights!
HOW DOES IT WORK?
♥ Template is customizable - instructions included.
♥ This product is an instant digital download. No physical product will be shipped to you.
♥ This is a Google Sheets product and does not transfer to Excel.
♥ This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes without explicit written permission from Real Estate Design Co.
Thanks for visiting Real Estate Design Co.
