Mortgage Broker CRM
Track every loan application from pre-qualification to funded. The complete pipeline CRM for independent mortgage brokers — manage borrowers, lenders, deadlines, and commissions in one spreadsheet. What's Included Full loan pipeline: Pre-qual → Application → Appraisal → Underwriting → Clear to Close → Funded Borrower profile with loan type, amount, and LTV Lender assignment and rate lock expiry tracker Appraisal and closing date calendar Commission tracker per funded loan Referral source tracking (realtor, past client, online) Revenue and pipeline value dashboard Lifetime updates Compatible with: Google Sheets and Microsoft Excel The Mortgage Broker CRM is built around the unique multi-stage loan process — not a generic sales pipeline. Track every borrower from first contact to funded loan, with the specific fields that matter: LTV, loan type, lender, rate lock expiry, and closing date. Never lose track of a file. Know exactly where every loan stands, what's coming up, and what's overdue. Why a Spreadsheet CRM? Mortgage-specific CRM platforms like BNTouch or Surefire CRM cost $79–$149/month. For independent brokers and small teams placing 5–30 loans per month, this template covers the entire loan lifecycle — for a single one-time payment with no seat fees. Included Sheets Sheet Purpose Dashboard Active pipeline value, loans closing this month, funded this quarter, commission forecast Pipeline All loans tracked by stage with days-in-stage alert for stalled files Borrowers Borrower profiles with contact, loan type, purchase price, loan amount, and LTV Lenders Lender panel with contact, products offered, and current turnaround times Deadlines Rate lock expiry, appraisal date, and estimated closing date calendar Commissions Funded loan log with lender, loan amount, commission rate, and payout Referrals Referral partner database with source attribution per funded loan Who It's For Independent mortgage brokers managing 5–30 active files Small mortgage brokerage teams wanting shared pipeline visibility Loan officers tracking their personal book of business Compatibility Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Get it → viasheet.gumroad.com