Review criteria
- +Loan by borrower and stage
- +Lender and loan type
- +Lock expiry and target close
- +At-risk-loan flags
Mortgage Pipeline Tracker in Mortgage Processing Service
The Mortgage Pipeline Tracker is a copy-ready spreadsheet for mortgage processing service that tracks loans, borrower, stage, lender, 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 “Mortgage Pipeline Tracker”
Tabs: How to use · Loans · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 9
Columns (grey = calculated for you)
- Loan #
- Borrower ref
- Lender
- Loan type
- Stage
- Lock expires
- Closing date
- Processor
- Days to lock expiry
- Open the Loans tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Days to lock expiry turns amber inside a week: extensions cost money, so push conditions first on those loans.
- Use loan numbers and borrower references only.
- 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 Pipeline Tracker
About this template
It is built for people who want results without another subscription: processors tracking loans through stages. 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 Pipeline Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Processors tracking loans through stages
- +Anyone watching lock expirations
Pause before choosing when
- -LOS integration
- -Automated status pulls
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 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 Mortgage 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 Mortgage Pipeline Tracker track?
It tracks loans, borrower, stage, lender, 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.