Transaction Pipeline
Introducing the Mortgage Professional Pro Pipeline
Elevate your mortgage business with our Mortgage Professional Pro Pipeline – the ultimate tool for staying organized. Whether you’re a pro or new to the industry, this advanced tracker offers the structure you need to streamline your operations and drive success.
Key Features:
Income Calculator & Pipeline Summary:
Goal Setting: Define your income targets, and let our calculator determine the number of leads and closings required to achieve them.
Progress Tracking: Monitor your progress as you update your pipeline, with comprehensive summaries of your performance displayed in clear graphs and charts.
Transaction Pipeline:
Detailed Tracking: Keep meticulous records of every loan detail, including client information, loan types, referral sources, and more.
Custom Filters: View your pipeline by stage, priority, or client type to get an organized view of your workload.
Milestone Management: Utilize a 15-point onboarding checklist, 24-point loan milestone task checklist, and various document tracking features to ensure no detail is overlooked.
Client Summary Dashboard:
Instant Overview: Select a client from the drop-down menu to see a complete summary of their journey, including contact info, commission details, follow-up schedules, and transaction milestones.
Important Dates Calendar:
Auto-populates: All key loan process dates are automatically added to your calendar.
Follow-Up Calendar & Habit Tracker:
Organized Follow-Ups: Set and monitor follow-up dates to ensure timely client engagement.
Habit Tracking: Keep track of your daily routines with a dedicated habit tracker and space for personal notes.
Task Tracker:
Comprehensive Management: Log every task related to transactions, with automatic summaries in a dynamic calendar. Tasks are categorized by priority and status, with auto-calculations for deadlines and overdue items.
Task Calendar:
Visual Overview: View all your tasks in a calendar format to see what’s completed, pending, or overdue.
Client Communication Log:
Complete History: Document all client interactions, which are seamlessly integrated into the Client Summary Dashboard for easy reference.
Easy Setup & Comprehensive Instructions:
Get started quickly with our straightforward setup process and detailed instructions included to guide you through every step.
Streamline your mortgage operations, enhance your client interactions, and achieve your business goals with the Mortgage Professional Pro Pipeline.
HOW DOES IT WORK?
♥ Customizable Template: The template is customizable to suit your unique business needs, with detailed instructions provided to guide you through the setup.
♥ Lifetime Use: Purchase once and use it indefinitely! Update and refine the template as your business grows.
♥ Instant Digital Download: Access your product immediately after purchase. No waiting for shipping—get started right away.
♥ Google Sheets Format: This product is designed exclusively for Google Sheets and is not compatible with Excel.
♥ Terms of Use: 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.
Thank you for visiting Real Estate Design Co.!
Introducing the Mortgage Professional Pro Pipeline
Elevate your mortgage business with our Mortgage Professional Pro Pipeline – the ultimate tool for staying organized. Whether you’re a pro or new to the industry, this advanced tracker offers the structure you need to streamline your operations and drive success.
Key Features:
Income Calculator & Pipeline Summary:
Goal Setting: Define your income targets, and let our calculator determine the number of leads and closings required to achieve them.
Progress Tracking: Monitor your progress as you update your pipeline, with comprehensive summaries of your performance displayed in clear graphs and charts.
Transaction Pipeline:
Detailed Tracking: Keep meticulous records of every loan detail, including client information, loan types, referral sources, and more.
Custom Filters: View your pipeline by stage, priority, or client type to get an organized view of your workload.
Milestone Management: Utilize a 15-point onboarding checklist, 24-point loan milestone task checklist, and various document tracking features to ensure no detail is overlooked.
Client Summary Dashboard:
Instant Overview: Select a client from the drop-down menu to see a complete summary of their journey, including contact info, commission details, follow-up schedules, and transaction milestones.
Important Dates Calendar:
Auto-populates: All key loan process dates are automatically added to your calendar.
Follow-Up Calendar & Habit Tracker:
Organized Follow-Ups: Set and monitor follow-up dates to ensure timely client engagement.
Habit Tracking: Keep track of your daily routines with a dedicated habit tracker and space for personal notes.
Task Tracker:
Comprehensive Management: Log every task related to transactions, with automatic summaries in a dynamic calendar. Tasks are categorized by priority and status, with auto-calculations for deadlines and overdue items.
Task Calendar:
Visual Overview: View all your tasks in a calendar format to see what’s completed, pending, or overdue.
Client Communication Log:
Complete History: Document all client interactions, which are seamlessly integrated into the Client Summary Dashboard for easy reference.
Easy Setup & Comprehensive Instructions:
Get started quickly with our straightforward setup process and detailed instructions included to guide you through every step.
Streamline your mortgage operations, enhance your client interactions, and achieve your business goals with the Mortgage Professional Pro Pipeline.
HOW DOES IT WORK?
♥ Customizable Template: The template is customizable to suit your unique business needs, with detailed instructions provided to guide you through the setup.
♥ Lifetime Use: Purchase once and use it indefinitely! Update and refine the template as your business grows.
♥ Instant Digital Download: Access your product immediately after purchase. No waiting for shipping—get started right away.
♥ Google Sheets Format: This product is designed exclusively for Google Sheets and is not compatible with Excel.
♥ Terms of Use: 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.
Thank you for visiting Real Estate Design Co.!
Introducing the Mortgage Professional Pro Pipeline
Elevate your mortgage business with our Mortgage Professional Pro Pipeline – the ultimate tool for staying organized. Whether you’re a pro or new to the industry, this advanced tracker offers the structure you need to streamline your operations and drive success.
Key Features:
Income Calculator & Pipeline Summary:
Goal Setting: Define your income targets, and let our calculator determine the number of leads and closings required to achieve them.
Progress Tracking: Monitor your progress as you update your pipeline, with comprehensive summaries of your performance displayed in clear graphs and charts.
Transaction Pipeline:
Detailed Tracking: Keep meticulous records of every loan detail, including client information, loan types, referral sources, and more.
Custom Filters: View your pipeline by stage, priority, or client type to get an organized view of your workload.
Milestone Management: Utilize a 15-point onboarding checklist, 24-point loan milestone task checklist, and various document tracking features to ensure no detail is overlooked.
Client Summary Dashboard:
Instant Overview: Select a client from the drop-down menu to see a complete summary of their journey, including contact info, commission details, follow-up schedules, and transaction milestones.
Important Dates Calendar:
Auto-populates: All key loan process dates are automatically added to your calendar.
Follow-Up Calendar & Habit Tracker:
Organized Follow-Ups: Set and monitor follow-up dates to ensure timely client engagement.
Habit Tracking: Keep track of your daily routines with a dedicated habit tracker and space for personal notes.
Task Tracker:
Comprehensive Management: Log every task related to transactions, with automatic summaries in a dynamic calendar. Tasks are categorized by priority and status, with auto-calculations for deadlines and overdue items.
Task Calendar:
Visual Overview: View all your tasks in a calendar format to see what’s completed, pending, or overdue.
Client Communication Log:
Complete History: Document all client interactions, which are seamlessly integrated into the Client Summary Dashboard for easy reference.
Easy Setup & Comprehensive Instructions:
Get started quickly with our straightforward setup process and detailed instructions included to guide you through every step.
Streamline your mortgage operations, enhance your client interactions, and achieve your business goals with the Mortgage Professional Pro Pipeline.
HOW DOES IT WORK?
♥ Customizable Template: The template is customizable to suit your unique business needs, with detailed instructions provided to guide you through the setup.
♥ Lifetime Use: Purchase once and use it indefinitely! Update and refine the template as your business grows.
♥ Instant Digital Download: Access your product immediately after purchase. No waiting for shipping—get started right away.
♥ Google Sheets Format: This product is designed exclusively for Google Sheets and is not compatible with Excel.
♥ Terms of Use: 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.
Thank you for visiting Real Estate Design Co.!
