Review criteria
- +Pipeline from application to funded
- +Loan amount and projected revenue totals
- +Close-date and condition highlighting
- +Works in Google Sheets and Excel
Loan Pipeline Tracker in Mortgage Broker
The Loan Pipeline Tracker is a copy-ready spreadsheet for mortgage broker that tracks borrowers, stage, loan amount, close date, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Loan Pipeline Tracker”
Tabs: How to use · Pipeline · ForecastFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 10
Columns (grey = calculated for you)
- Borrower ref
- Loan type
- Loan amount
- Comp (bps)
- Stage
- Est. close
- Lender
- Projected revenue
- Pull-through
- Weighted revenue
- Open the Pipeline tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Use borrower references; loan files stay in your LOS. Comp is your compensation in basis points.
- Pull-through by stage gives a weighted revenue forecast; edit the percentages to your history.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Loan Pipeline Tracker
About this template
It is built for people who want results without another subscription: brokers tracking loans in process. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Loan Pipeline Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Brokers tracking loans in process
- +Anyone forecasting closings and revenue
Pause before choosing when
- -Automated milestone updates from an LOS
- -Credit and AUS integration
About Mortgage Broker
Why people consider this option
- +Track loan pipeline and commissions without paid LOS software
- +See every deal stage and projected payout
- +Compare lender rate options for clients in one sheet
What to review before acting
- -No credit pull, AUS, or e-disclosure built in
- -Growing shops eventually need a loan origination system
Trust FAQ
Questions people ask before copying a template
Does the Loan Pipeline Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Loan Pipeline Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Loan Pipeline Tracker track?
It tracks borrowers, stage, loan amount, close date, status. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.