Review criteria
- +Closing by loan and date
- +Docs-out and clear-to-close
- +Funding status
- +This-week view
Mortgage Closing Calendar in Mortgage Processing Service
The Mortgage Closing Calendar is a copy-ready spreadsheet for mortgage processing service that tracks closings, loan, date, docs, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 10 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 “Mortgage Closing Calendar”
Tabs: How to use · Pipeline · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 10 minutesColumns: 8
Columns (grey = calculated for you)
- Closing date
- Loan #
- Borrower ref
- Loan type
- Processor
- CD sent by
- Status
- Days to close
- Open the Pipeline tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- The Closing Disclosure must reach the borrower at least 3 business days before closing (TRID); CD sent by turns red if it passes.
- Use loan numbers and borrower references only; borrower data stays in your LOS.
- 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.
Mortgage Closing Calendar
About this template
It is built for people who want results without another subscription: processors managing closing dates. 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 Mortgage Closing Calendar
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Processors managing closing dates
- +Anyone coordinating docs and funding
Pause before choosing when
- -E-closing integration
- -Automated reminders
About Mortgage Processing Service
Why people consider this option
- +Track the pipeline, conditions, and closings without paid software
- +Keep every loan and task in a file you own
- +Know what is clear-to-close and what is stuck
What to review before acting
- -No LOS integration without a tool
- -Growing shops eventually need loan-origination software
Trust FAQ
Questions people ask before copying a template
Does the Mortgage Closing Calendar 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 Mortgage Closing Calendar 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 Mortgage Closing Calendar track?
It tracks closings, loan, date, docs, 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.