{"product_id":"loan-officer-mortgage-pipeline-tracker","title":"Loan Officer Client Pipeline Tracker","description":"\u003cp\u003eThis loan officer pipeline tracker puts the one real deadline on a loan file, the rate lock, right on the row with the days left counted every morning. It is for loan officers and mortgage brokers who want their mortgage pipeline, their volume and their own business books in one workbook.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePlease read:\u003c\/strong\u003e This is a tracker tool only, not financial, tax, legal, medical or any other professional advice or advisory service. It records and calculates what you enter; you are solely responsible for checking all figures, rates, dates and results and for every decision you make. By purchasing, downloading or using it, you accept these terms (your statutory consumer rights are not affected).\u003c\/p\u003e\u003ch2\u003eLock expiry on every loan\u003c\/h2\u003e\u003cp\u003eMost loan officer templates are contact lists with a stage column, and a contact list has no deadline in it. Here every loan carries its rate lock expiry date.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eDays left worked out against today, in red when it gets close\u003c\/li\u003e\n\u003cli\u003eLocks expiring in the next 10 days counted on the KPI strip, the first number to check each day\u003c\/li\u003e\n\u003cli\u003eNine stages as a dropdown, from enquiry to funded or declined, so the counts cannot drift on a typo\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eVolume in play and funded this year\u003c\/h2\u003e\u003cp\u003eThe Pipeline tab holds 150 loans with borrower, amount, kind, rate and stage. From that one stage column, the mortgage tracker works out two numbers:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eLoans live, and the volume behind them\u003c\/li\u003e\n\u003cli\u003eFunded volume for this year, counted separately\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eIt also shows the average rate across the whole book, because that is often the first thing anyone asks you.\u003c\/p\u003e\u003ch2\u003eClients behind the loan pipeline\u003c\/h2\u003e\u003cp\u003eThe Clients tab holds 60 clients, so each loan links back to a person rather than a loose row.\u003c\/p\u003e\u003ch2\u003eThe business behind it\u003c\/h2\u003e\u003cp\u003eCommission is income, and a pipeline is not a profit and loss, so the workbook keeps the books as well.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncome and Expenses:\u003c\/strong\u003e both registers\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly, Quarterly and Profit and Loss:\u003c\/strong\u003e totals by period\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBalances and Dashboard:\u003c\/strong\u003e account balances and the full picture\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here and Setup:\u003c\/strong\u003e setup in a few minutes\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eA spreadsheet, not a compliance system. Your lender's own records are the record.\u003c\/p\u003e\u003ch2\u003eWorks with\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eMicrosoft Excel 2016, 2019, 2021 and Microsoft 365, on Windows and Mac, and LibreOffice\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets with a free Google account. The Google Sheets version is a real workbook you copy, not a PDF with a link in it.\u003c\/li\u003e\n\u003cli\u003eNo dynamic arrays, no macros, no add-ins and no subscription\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat you download\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eTwo Excel files: a worked book of fourteen loans, eleven live, with a 6.07% average rate and two locks about to expire, and a blank copy\u003c\/li\u003e\n\u003cli\u003eThe instruction guide, which has one-click links to the Google Sheets versions\u003c\/li\u003e\n\u003cli\u003eThe terms of use as a PDF\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eYour files are ready the moment payment clears. The tracker is for personal and business use on your own devices, so please do not share or resell the files. Questions? Reach us through our contact page.\u003c\/p\u003e\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\u003ch3\u003eDo I need Excel, or can I use Google Sheets?\u003c\/h3\u003e\u003cp\u003eEither. The download has Excel files for Excel 2016 or later on Windows and Mac, and the instruction guide has one-click links to copy the Google Sheets versions with a free Google account.\u003c\/p\u003e\u003ch3\u003eHow does it warn me about expiring rate locks?\u003c\/h3\u003e\u003cp\u003eEach loan has a lock expiry date with days left counted against today, shown in red when close, and the number of locks expiring within 10 days sits on the KPI strip.\u003c\/p\u003e\u003ch3\u003eWhat stages does the pipeline use?\u003c\/h3\u003e\u003cp\u003eNine stages chosen from a dropdown, running from enquiry through to funded or declined.\u003c\/p\u003e\u003ch3\u003eCan I see my funded volume for the year?\u003c\/h3\u003e\u003cp\u003eYes. Funded this year is counted separately from live volume, both off the same stage column.\u003c\/p\u003e\u003ch3\u003eIs it a compliance system?\u003c\/h3\u003e\u003cp\u003eNo. It is a spreadsheet, not a compliance system, and your lender's own records are the record.\u003c\/p\u003e","brand":"OPXVIA","offers":[{"title":"Default Title","offer_id":67597867057246,"sku":"OPX-132","price":29.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0769\/2094\/6782\/files\/loan-officer-mortgage-pipeline-tracker-01.jpg?v=1790832680","url":"https:\/\/opxviashop.com\/products\/loan-officer-mortgage-pipeline-tracker","provider":"OPXVIA","version":"1.0","type":"link"}