Mortgage Loan Tracker Shared Google Sheet for Loan Officers & Clients | From Pre-Approval to Closing
Keep every client on track—without the back-and-forth.
This digital Loan Process Tracker is a fully customizable Google Sheets template designed for loan officers to share with clients. It walks both you and your borrower through each stage of the loan process, keeping everything organized, transparent, and easy to manage.
Whether you’re helping a first-time homebuyer or an experienced investor, this tool brings clarity and structure to an often stressful process.
What It Does:
This spreadsheet acts as a shared client portal—a place where you and your borrower can:
Track the loan timeline step-by-step
Check off tasks and milestones as they're completed
Upload and monitor required documents
Stay on top of communication with a built-in log
Review loan details at any time
How It Works:
Make a Copy of the Template: Once you purchase, you’ll get a link to your Google Sheet.
Customize It: Add your branding, adjust the steps or language to fit your process. Add your photo, brokerage logo, name & contact details using the provided Canva Template.
Duplicate for Each Client
Share the Sheet with Your Client: They’ll get real-time access via a shareable Google link—no need for extra software.
Collaborate and Update Together: Both you and your client can check off tasks, upload documents, and track progress from start to finish.
Why It’s Useful for Loan Officers:
Keeps the loan process organized and transparent
Improves communication and reduces confusion
Minimizes missed paperwork and delays
Delivers a more professional, high-touch experience
Saves time by avoiding repeated status updates
Why Clients Love It:
They know exactly where they are in the process
They feel confident, supported, and informed
They’re less likely to forget important steps or documents
What Else You Need to Know
Fully Editable & Customizable: Make it your own with step-by-step instructions and YouTube tutorials included
Use Forever: Purchase once and duplicate for every client you work with
Instant Digital Access: Start organizing immediately after download—no shipping or delays
Google Sheets Format: Made specifically for Google Sheets; not compatible with Excel
Personal Use Only: This product is licensed for individual use and may not be resold.
Thank you for visiting Real Estate Design Co.
Mortgage Loan Tracker Shared Google Sheet for Loan Officers & Clients | From Pre-Approval to Closing
Keep every client on track—without the back-and-forth.
This digital Loan Process Tracker is a fully customizable Google Sheets template designed for loan officers to share with clients. It walks both you and your borrower through each stage of the loan process, keeping everything organized, transparent, and easy to manage.
Whether you’re helping a first-time homebuyer or an experienced investor, this tool brings clarity and structure to an often stressful process.
What It Does:
This spreadsheet acts as a shared client portal—a place where you and your borrower can:
Track the loan timeline step-by-step
Check off tasks and milestones as they're completed
Upload and monitor required documents
Stay on top of communication with a built-in log
Review loan details at any time
How It Works:
Make a Copy of the Template: Once you purchase, you’ll get a link to your Google Sheet.
Customize It: Add your branding, adjust the steps or language to fit your process. Add your photo, brokerage logo, name & contact details using the provided Canva Template.
Duplicate for Each Client
Share the Sheet with Your Client: They’ll get real-time access via a shareable Google link—no need for extra software.
Collaborate and Update Together: Both you and your client can check off tasks, upload documents, and track progress from start to finish.
Why It’s Useful for Loan Officers:
Keeps the loan process organized and transparent
Improves communication and reduces confusion
Minimizes missed paperwork and delays
Delivers a more professional, high-touch experience
Saves time by avoiding repeated status updates
Why Clients Love It:
They know exactly where they are in the process
They feel confident, supported, and informed
They’re less likely to forget important steps or documents
What Else You Need to Know
Fully Editable & Customizable: Make it your own with step-by-step instructions and YouTube tutorials included
Use Forever: Purchase once and duplicate for every client you work with
Instant Digital Access: Start organizing immediately after download—no shipping or delays
Google Sheets Format: Made specifically for Google Sheets; not compatible with Excel
Personal Use Only: This product is licensed for individual use and may not be resold.
Thank you for visiting Real Estate Design Co.
