I will customize a mortgage broker excel dashboard and loan tracker

Organize your brokerage with a polished Excel workbook. I'm Gabriel, founder of United Realty, with 18+ years of banking, lending and real estate experience.

Basic $95: branding and formatting of an existing workbook, up to 3 tabs. One existing calculation may be restyled; no new formulas or repairs. Standard $225: customize my Broker Deal Desk template, up to 8 tabs, including pipeline, commissions, checklist and submissions. Premium $395: Standard plus one agreed report, import of up to 100 clean rows and a walkthrough. Up to 10 agreed formula adjustments in Standard/Premium.

Includes editable XLSX. Provide your logo/colors, loan products, pipeline stages, fee assumptions and Excel version. Basic workbook must be reviewed before ordering. Revisions cover agreed scope; new features require a quote. No macros, CRM integrations or live connections. Gallery uses fictional sample records.

Template-based work includes a nonexclusive internal-business-use license. Underlying reusable templates remain mine. No resale, redistribution or exclusive ownership.