| Author |
Previous Topic | Next Topic |
JasonAaron1
1097 Posts |
 Posted - 05/12/2008 : 7:02:57 PM
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Does anyone have a loan tracking spreadsheet that tracks volume, revenue, etc?
I have a very detailed pricing spreadsheet that I would be happy to share as well.
Thank you all. |
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Loan Pro
449 Posts |
Posted - 05/12/2008 : 7:58:56 PM
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JasonAaron1
I just sent you over the excell spreed sheet I've been using for the last 5 years.
This spreadsheet will allow you to keep track of all your files.
Track Your Pipeline By:
Lead Source
State
Loan Agent
Revenue & Commission per file
Marketing Cost Per Agent
Please send me copy of your pricing spreadsheet Lena[at]mortgageweboffice.com
Thanks in advance for sharing.
quote:
Originally posted by JasonAaron1
Does anyone have a loan tracking spreadsheet that tracks volume, revenue, etc?
I have a very detailed pricing spreadsheet that I would be happy to share as well.
Thank you all.
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JasonAaron1
1097 Posts |
Posted - 05/12/2008 : 8:31:49 PM
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Lena,
Thank you for your help. I am not seeing it in my email though. Please send it to my other account at: jasonjerzewski@hotmail.com
I am forwarding you my spreadsheet now. |
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Loan Pro
449 Posts |
Posted - 05/12/2008 : 8:52:03 PM
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Just re-sent to your other email address let me know if you got it,
quote:
Originally posted by JasonAaron1
Lena,
Thank you for your help. I am not seeing it in my email though. Please send it to my other account at: jasonjerzewski@hotmail.com
I am forwarding you my spreadsheet now.
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Loan Pro
449 Posts |
Posted - 05/12/2008 : 11:07:03 PM
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Thanks for the copy of the excel spreadsheet great stuff
quote:
Originally posted by Loan Pro
Just re-sent to your other email address let me know if you got it,
quote:
Originally posted by JasonAaron1
Lena,
Thank you for your help. I am not seeing it in my email though. Please send it to my other account at: jasonjerzewski@hotmail.com
I am forwarding you my spreadsheet now.
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GVDenny
332 Posts |
Posted - 05/13/2008 : 02:20:56 AM
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Care to share with me?
Please! |
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OHlo61
66 Posts |
Posted - 05/13/2008 : 07:12:34 AM
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| Would definately love to see what you have, if you are willing to share? I'm using a pretty simplistic excel spreadsheet. Never really sat down and gave it some though. Thanks in advance if you'd like to share. |
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Loan Pro
449 Posts |
Posted - 05/13/2008 : 08:09:49 AM
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GVDenny
What email email would you like it to be sent to?quote:
Originally posted by GVDenny
Care to share with me?
Please!
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Loan Pro
449 Posts |
Posted - 05/13/2008 : 08:14:33 AM
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OHlo61
You've got mail
quote:
Originally posted by OHlo61
Would definately love to see what you have, if you are willing to share? I'm using a pretty simplistic excel spreadsheet. Never really sat down and gave it some though. Thanks in advance if you'd like to share.
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mkmortgage
124 Posts |
Posted - 05/13/2008 : 08:15:05 AM
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quote:
Originally posted by Loan Pro
JasonAaron1
I just sent you over the excell spreed sheet I've been using for the last 5 years.
This spreadsheet will allow you to keep track of all your files.
Track Your Pipeline By:
Lead Source
State
Loan Agent
Lena,
Would you mind sending me a copy as well? My email is michael@mortgagefp.com
thanks
Revenue & Commission per file
Marketing Cost Per Agent
Please send me copy of your pricing spreadsheet Lena[at]mortgageweboffice.com
Thanks in advance for sharing.
quote:
Originally posted by JasonAaron1
Does anyone have a loan tracking spreadsheet that tracks volume, revenue, etc?
I have a very detailed pricing spreadsheet that I would be happy to share as well.
Thank you all.
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Loan Pro
449 Posts |
Posted - 05/13/2008 : 08:21:47 AM
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mkmortgage,
Is this the email you would like a copy of the spreadsheet sent to?
quote:
Originally posted by mkmortgage
quote:
Originally posted by Loan Pro
JasonAaron1
I just sent you over the excell spreed sheet I've been using for the last 5 years.
This spreadsheet will allow you to keep track of all your files.
Track Your Pipeline By:
Lead Source
State
Loan Agent
Lena,
Would you mind sending me a copy as well? My email is michael@mortgagefp.com
thanks
Revenue & Commission per file
Marketing Cost Per Agent
Please send me copy of your pricing spreadsheet Lena[at]mortgageweboffice.com
Thanks in advance for sharing.
quote:
Originally posted by JasonAaron1
Does anyone have a loan tracking spreadsheet that tracks volume, revenue, etc?
I have a very detailed pricing spreadsheet that I would be happy to share as well.
Thank you all.
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Cool Hand Luke
289 Posts |
Posted - 05/13/2008 : 08:39:31 AM
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| I keep it in my head. |
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Loan Pro
449 Posts |
Posted - 05/13/2008 : 09:09:01 AM
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jayr,
just sent you an email with spread sheet
quote:
Originally posted by JasonAaron1
Does anyone have a loan tracking spreadsheet that tracks volume, revenue, etc?
I have a very detailed pricing spreadsheet that I would be happy to share as well.
Thank you all.
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frontnback
66 Posts |
Posted - 05/14/2008 : 06:49:50 AM
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Thanks for sharing, JasonAaron1 and Loan Pro.
I will appreciate receiving your excell spreadsheets(for pricing & loan tracking)to use in my netbranch office. My email is firstindependent@verizon.net.
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khoiey
1583 Posts |
Posted - 05/14/2008 : 07:50:42 AM
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Jason and LoanPro,
Can you guys send me your sample of tracking sheets? I'm thinking of re-organize my closed files today. Thanks. khoiey@gmail.com
quote:
Originally posted by JasonAaron1
Does anyone have a loan tracking spreadsheet that tracks volume, revenue, etc?
I have a very detailed pricing spreadsheet that I would be happy to share as well.
Thank you all.
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justincorbain
176 Posts |
Posted - 05/14/2008 : 08:12:45 AM
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is there a way that you could please send to me as well? justincorbain301@yahoo.com
thank you |
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itsnick
20 Posts |
Posted - 05/14/2008 : 08:19:04 AM
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| I have a few spread sheets Ive worked with over time, Id like to see what you are using and I will happily send you mine also. itskcin[at]gmail.com ( My personal email ) |
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1paul
302 Posts |
Posted - 05/14/2008 : 08:31:26 AM
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I, too, would like a copy.....
Thanks, in-advance
Paul
impk1@yahoo.com |
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Loan Pro
449 Posts |
Posted - 05/14/2008 : 08:37:26 AM
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Frontnback,
Just sent you copy of our Pipeline Report we use.
quote:
Originally posted by frontnback
Thanks for sharing, JasonAaron1 and Loan Pro.
I will appreciate receiving your excell spreadsheets(for pricing & loan tracking)to use in my netbranch office. My email is firstindependent@verizon.net.
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Loan Pro
449 Posts |
Posted - 05/14/2008 : 08:42:24 AM
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khoiey,
Just sent over to you, this is a great tool to use not just for your closed files but also your open files.
quote:
Originally posted by khoiey
Jason and LoanPro,
Can you guys send me your sample of tracking sheets? I'm thinking of re-organize my closed files today. Thanks. khoiey@gmail.com
quote:
Originally posted by JasonAaron1
Does anyone have a loan tracking spreadsheet that tracks volume, revenue, etc?
I have a very detailed pricing spreadsheet that I would be happy to share as well.
Thank you all.
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Loan Pro
449 Posts |
Posted - 05/14/2008 : 08:46:55 AM
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Justin,
Your copy of the excel Spread sheet was emailed
quote:
Originally posted by justincorbain
is there a way that you could please send to me as well? justincorbain301@yahoo.com
thank you
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Loan Pro
449 Posts |
Posted - 05/14/2008 : 08:51:26 AM
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itsnick,
Just sent you a copy looking forward to see what you have to share thanks
quote:
Originally posted by itsnick
I have a few spread sheets Ive worked with over time, Id like to see what you are using and I will happily send you mine also. itskcin[at]gmail.com ( My personal email )
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frontnback
66 Posts |
Posted - 05/15/2008 : 1:54:57 PM
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Got the spreadsheet, great stuff!
Thanks LoanPro |
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Loan Pro
449 Posts |
Posted - 05/15/2008 : 2:50:34 PM
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Thank you, I hope it is useful for you.
quote:
Originally posted by frontnback
Got the spreadsheet, great stuff!
Thanks LoanPro
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Loan Pro
449 Posts |
Posted - 05/15/2008 : 3:45:26 PM
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I believe I sent out emails with the pipeline spreadsheet to everyone that requested a copy.
If you did not get it please request again.
quote:
Originally posted by JasonAaron1
Does anyone have a loan tracking spreadsheet that tracks volume, revenue, etc?
I have a very detailed pricing spreadsheet that I would be happy to share as well.
Thank you all.
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mschwader
99 Posts |
Posted - 05/15/2008 : 3:54:19 PM
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| While everyone is at it I would love to have a copy of the spreadsheets you have. Mine is very genaric. It does the job but I feel as though I could benefit from someone else that actually knows how to design a spreadsheet. my email is mschwader@gmail.com Thanks! |
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syndicator
105 Posts |
Posted - 05/15/2008 : 4:12:41 PM
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Lena, Since you have no problem sharing this template, I would suggest that you try to submit this template on Microsofts' website. That way if anybody such as myself wants it they do not have to bother you they can just read the post, directing them to the website.
Just a thought. |
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egamarro
81 Posts |
Posted - 05/15/2008 : 4:28:45 PM
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quote:
Originally posted by Loan Pro
JasonAaron1
I just sent you over the excell spreed sheet I've been using for the last 5 years.
This spreadsheet will allow you to keep track of all your files.
Track Your Pipeline By:
Lead Source
State
Loan Agent
Revenue & Commission per file
Marketing Cost Per Agent
Please send me copy of your pricing spreadsheet Lena[at]mortgageweboffice.com
Thanks in advance for sharing.
quote:
Originally posted by JasonAaron1
Does anyone have a loan tracking spreadsheet that tracks volume, revenue, etc?
I have a very detailed pricing spreadsheet that I would be happy to share as well.
Thank you all.
Sounds like a good app |
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Loan Pro
449 Posts |
Posted - 05/15/2008 : 4:43:15 PM
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mschwader
You got Mail...
quote:
Originally posted by mschwader
While everyone is at it I would love to have a copy of the spreadsheets you have. Mine is very genaric. It does the job but I feel as though I could benefit from someone else that actually knows how to design a spreadsheet. my email is mschwader@gmail.com Thanks!
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MortgageLiz
164 Posts |
Posted - 05/15/2008 : 4:45:58 PM
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Lena, I would appreciate one as well
thank you very much
mortgagecountry@yahoo.com |
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Krishtian
72 Posts |
Posted - 05/15/2008 : 4:59:42 PM
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May you share the wealth? Really appreciate, Lena.
gabriel@fp-financial.net |
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budginew
44 Posts |
Posted - 05/15/2008 : 5:02:07 PM
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You share yours and I'll share mine...
eric@pacificolending.com |
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MALo
215 Posts |
Posted - 05/15/2008 : 5:34:40 PM
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would you send me a copy as well?
Thanks in advance |
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highland_runner
46 Posts |
Posted - 05/15/2008 : 5:39:53 PM
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Lena, please send me a copy. Thanks |
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mschwader
99 Posts |
Posted - 05/15/2008 : 7:27:29 PM
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Thanks for the spreadsheet Lena! I'll have some time tomorow to play around with it since tomorrow is Friday.
quote:
Originally posted by Loan Pro
mschwader
You got Mail...
quote:
Originally posted by mschwader
While everyone is at it I would love to have a copy of the spreadsheets you have. Mine is very genaric. It does the job but I feel as though I could benefit from someone else that actually knows how to design a spreadsheet. my email is mschwader@gmail.com Thanks!
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Loan Pro
449 Posts |
Posted - 05/16/2008 : 1:03:46 PM
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Mortgage Liz check you email
quote:
Originally posted by MortgageLiz
Lena, I would appreciate one as well
thank you very much
mortgagecountry@yahoo.com
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Loan Pro
449 Posts |
Posted - 05/16/2008 : 1:05:58 PM
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Just sent you your copy
quote:
Originally posted by Krishtian
May you share the wealth? Really appreciate, Lena.
gabriel@fp-financial.net
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Loan Pro
449 Posts |
Posted - 05/16/2008 : 1:09:33 PM
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Eric,
Just sent you a copy look forward to seeing your excel s/s.
Thanks for offering to share yours. Have a good weekend.
quote:
Originally posted by budginew
You share yours and I'll share mine...
eric@pacificolending.com
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fund-n
320 Posts |
Posted - 05/16/2008 : 1:09:44 PM
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quote:
Originally posted by JasonAaron1
Does anyone have a loan tracking spreadsheet that tracks volume, revenue, etc?
I have a very detailed pricing spreadsheet that I would be happy to share as well.
Thank you all.
please email me your spreadsheet. |
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Loan Pro
449 Posts |
Posted - 05/16/2008 : 1:12:39 PM
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Jeff,
What email would you like me to send it to?
quote:
Originally posted by MALo
would you send me a copy as well?
Thanks in advance
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Loan Pro
449 Posts |
Posted - 05/16/2008 : 1:14:20 PM
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Highland Runner,
I need an email also to send it to, which email address would you like me to use?
quote:
Originally posted by highland_runner
Lena, please send me a copy. Thanks
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MALo
215 Posts |
Posted - 05/16/2008 : 1:18:30 PM
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jeff@starmortgage.com
Thanks in advance. |
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clos25
419 Posts |
Posted - 05/16/2008 : 1:20:32 PM
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I created my own...but it's not the best. If you could please send it to cmontes1212@gmail.com
Thanks! |
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Loan Pro
449 Posts |
Posted - 05/16/2008 : 1:20:47 PM
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Mschwader,
your welcome, let me know how it works out for you, I tried to keep it real simple and to the point when tracking the status and stips need for each file. The report also keeps track of how many days you have been working on each file, I used Green, Yellow, and Red to give a visual as a reminder to get the deals closed on time.
Please provide feedback or any changes to the report to make it better.
quote:
Originally posted by mschwader
Thanks for the spreadsheet Lena! I'll have some time tomorow to play around with it since tomorrow is Friday.
quote:
Originally posted by Loan Pro
mschwader
You got Mail...
quote:
Originally posted by mschwader
While everyone is at it I would love to have a copy of the spreadsheets you have. Mine is very genaric. It does the job but I feel as though I could benefit from someone else that actually knows how to design a spreadsheet. my email is mschwader@gmail.com Thanks!
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melzren
1 Posts |
Posted - 05/16/2008 : 1:22:54 PM
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| If you wouldn't mind sharing the spreadsheet, that would be great! Thanks! My email address is melzren@comcast.net |
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Loan Pro
449 Posts |
Posted - 05/16/2008 : 1:23:06 PM
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fund-n,
let me know what email to send it to?
quote:
Originally posted by fund-n
quote:
Originally posted by JasonAaron1
Does anyone have a loan tracking spreadsheet that tracks volume, revenue, etc?
I have a very detailed pricing spreadsheet that I would be happy to share as well.
Thank you all.
please email me your spreadsheet.
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Loan Pro
449 Posts |
Posted - 05/16/2008 : 1:26:10 PM
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Jeff,
Just sent it to you.
quote:
Originally posted by MALo
jeff@starmortgage.com
Thanks in advance.
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Loan Pro
449 Posts |
Posted - 05/16/2008 : 1:27:57 PM
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Clos25,
Check your email just sent copy.
quote:
Originally posted by clos25
I created my own...but it's not the best. If you could please send it to cmontes1212@gmail.com
Thanks!
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Loan Pro
449 Posts |
Posted - 05/16/2008 : 1:30:13 PM
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melzin,
copy is on its way to you
quote:
Originally posted by melzren
If you wouldn't mind sharing the spreadsheet, that would be great! Thanks! My email address is melzren@comcast.net
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fund-n
320 Posts |
Posted - 05/16/2008 : 1:31:50 PM
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quote:
Originally posted by Loan Pro
fund-n,
let me know what email to send it to?
quote:
Originally posted by fund-n
quote:
Originally posted by JasonAaron1
Does anyone have a loan tracking spreadsheet that tracks volume, revenue, etc?
I have a very detailed pricing spreadsheet that I would be happy to share as well.
Thank you all.
please email me your spreadsheet.
send to r1@entrafund.net
thanks |
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clos25
419 Posts |
Posted - 05/16/2008 : 1:33:57 PM
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quote:
Originally posted by Loan Pro
Clos25,
Check your email just sent copy.
quote:
Originally posted by clos25
I created my own...but it's not the best. If you could please send it to cmontes1212@gmail.com
Thanks!
Got it!
Thank you! |
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