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
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+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at hello@viasheet.com and WhatsApp for quick questions. Most issues are resolved within a few hours.
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