Loan Officer CRM Lead Tracker Template Google Sheets and Excel Spreadsheet
savvyandthriving.com

Loan Officer CRM Lead Tracker Template Google Sheets and Excel Spreadsheet

$3.50
{{option.name}}: {{selected_options[option.position]}}
{{value_obj.value}}

Savvy and Thriving

View Store

If you are a loan officer or mortgage broker, track your potential clients with this CRM template Google Sheet and Excel Spreadsheet.  This lead tracker will help you to make your follow ups easier. Stay organized with this client tracker spreadsheet template.  ★ What's included? ★PLEASE NOTE THIS IS A DOWNLOADABLE FILE AND NO PHYSICAL ITEMS ARE INCLUDED. You will receive 2 Sheets with this listing:- Google Sheets - Excel Spreadsheet (Please note: This printable is for personal use only and cannot be resold or given away as a freebie) Why should I order your spreadsheets? ~ Instant Download~ Easy to Use~ Includes Video Instructions~ They are Pretty!~ You can edit, customize, and use your sheet to make it your own! _______________________________________________________________ Remember - this is an instant download. Nothing will be mailed to you. Please note that you’ll be receiving just downloads to use on your computer._______________________________________________________________ R

Show More Show Less