Looking for Freelance Mortgage Broker Templates to download? See the main templates that a Freelance Mortgage Broker would use in their day-to-day work.
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Freelance Mortgage Broker Templates
Contents
Freelance Mortgage Broker Templates
There is a huge number of templates that someone in the Freelance Mortgage Broker role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Freelance Mortgage Broker. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Client Information Sheet
2. Loan Application Form
3. Income Verification Template
4. Credit Report Template
5. Loan Comparison Spreadsheet
6. Mortgage Pre-Approval Letter
7. Loan Estimate Template
8. Closing Disclosure Form
9. Mortgage Payment Calculator
10. Monthly Sales Report
Reports
Reports are often prepared by a Freelance Mortgage Broker to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Loan Application Report
2. Credit Report
3. Income Verification Report
4. Property Appraisal Report
5. Title Report
6. Loan Estimate Report
7. Closing Disclosure Report
8. Loan Status Report
9. Pipeline Report
10. Commission Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Mortgage Broker does and how they do it.
1. Client Onboarding SOP
2. Loan Application SOP
3. Credit Check SOP
4. Document Verification SOP
5. Loan Approval SOP
6. Loan Closing SOP
7. Refinancing SOP
8. Mortgage Renewal SOP
9. Escrow Management SOP
10. Compliance and Regulatory SOP
Presentations
Freelance Mortgage Broker presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Mortgage Market Analysis
2. Mortgage Loan Options Comparison
3. Mortgage Refinancing Strategies
4. First-Time Homebuyer Guide
5. Mortgage Rates Forecast
Legal Docs
There are several key times when a Freelance Mortgage Broker needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Loan Agreement Template
2. Mortgage Deed Template
3. Promissory Note Template
4. Disclosure Statement Template
5. Mortgage Application Template
Health & Safety Templates
Health & Safety templates for a Freelance Mortgage Broker ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Freelance Mortgage Broker calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Client Meeting Calendar
3. Payment Due Calendar
4. Marketing Campaign Calendar
5. Industry Events Calendar
Invoice Templates
Several types of Freelance Mortgage Broker invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Client Invoice: This invoice is used to bill clients for the mortgage brokerage services provided during the month.
2. Lender Invoice: This invoice is used to bill lenders for the mortgage applications processed on behalf of clients.
3. Commission Invoice: This invoice is used to bill lenders for the commission earned on successful mortgage deals.
4. Expense Invoice: This invoice is used to bill clients for any out-of-pocket expenses incurred during the mortgage application process.
5. Referral Invoice: This invoice is used to bill other professionals or businesses for any referral fees earned for recommending clients to the mortgage brokerage services
Survey Templates
For a Freelance Mortgage Broker to get insights related to the work they do, they need to send out Freelance Mortgage Broker surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Mortgage Application Experience Survey
3. Referral Source Feedback Survey
4. Mortgage Rate Comparison Survey
5. Mortgage Industry Trends Survey
Meeting Agendas
Having premade Freelance Mortgage Broker meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Client Consultation Meeting
2. Lender Negotiation Meeting
3. Mortgage Application Review Meeting
4. Closing Process Meeting
5. Business Development Meeting
Budget Templates
To manage finances well, a Freelance Mortgage Broker would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expense Tracker
2. Monthly Budget Planner
3. Debt Repayment Schedule
4. Savings Goal Tracker
5. Tax Preparation Worksheet
Dashboards
Dashboards are a useful way for a Freelance Mortgage Broker to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Lead Generation Dashboard
3. Loan Application Dashboard
4. Client Portfolio Dashboard
5. Revenue and Expenses Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Mortgage Broker needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Mortgage Refinancing Proposal
2. Home Purchase Proposal
3. Debt Consolidation Proposal
4. Investment Property Proposal
5. Mortgage Modification Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Mortgage Broker templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
