Mortgage Application Tracking Template

More mortgage-lending templates

Streamline your mortgage application process with our Mortgage Application Tracking template. This tool helps you visualize and allocate time to critical loan applications, ensuring no deadlines are missed and every application is processed efficiently.

By using this template, you can reduce the stress of managing multiple applications, maintain compliance with deadlines, and improve overall productivity in your mortgage lending operations.

Get this template on priority matrix

Mortgage Application Tracking for Priority Matrix

Mortgage Application Tracking in Priority Matrix

Ensure timely processing of mortgage applications with effective time management and prioritization.

You can start using Mortgage Application Tracking or other Mortgage-Lending Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Urgent and Important

  • Application Review Due in 1 day
    ☐ Review application documents ☐ Verify applicant's income and employment ☐ Check credit reports
  • Prepare Underwriting Package Due in 2 days
    ☐ Compile application documents ☐ Include credit reports ☐ Add appraisal reports
  • Submit Loan to Underwriting Due in 3 days
    ☐ Ensure all necessary documents are included ☐ Submit package to underwriting
  • Review Underwriting Decision Due in 1 week
    ☐ Review underwriting decision ☐ Address any conditions
  • Finalize Loan Closing Due in 3 weeks
    ☐ Ensure all closing documents are signed ☐ Disburse loan funds

Important, Not Urgent

  • Follow up with Applicant Due in 1 week
    ☐ Contact applicant with any questions or issues ☐ Update applicant on loan status
  • Prepare Closing Documents Due in 2 weeks
    ☐ Prepare closing disclosure ☐ Coordinate with title company ☐ Set closing date
  • Post-Closing Audit Due in 1 month
    ☐ Review loan file for completeness ☐ Ensure all underwriting conditions were met ☐ Verify all closing documents are included
  • Quarterly Compliance Training Due in 1 month
    ☐ Complete required compliance training ☐ Update training records

Urgent, Not Important

  • Update Loan Tracking System Due in 1 day
    ☐ Update loan status ☐ Input closing date
  • Weekly Team Meeting Due in 2 days
    ☐ Discuss current loan pipeline ☐ Address any issues or concerns
  • Monthly Report Due in 3 weeks
    ☐ Prepare report of monthly loan production ☐ Include any notable trends or issues

Not Urgent, Not Important

  • System Update Due in 1 week
    ☐ Update loan tracking system ☐ Test system functionality
  • Backup Digital Files Due in 2 weeks
    ☐ Backup all digital loan files ☐ Store backup in secure location
  • Review Loan Policy Due in 1 month
    ☐ Review current loan policy ☐ Suggest changes or updates
  • Periodic File Cleanup Due in 6 months
    ☐ Review and organize digital files ☐ Dispose of outdated documents
  • Professional Development Due in 6 months
    ☐ Attend webinars or training ☐ Read industry publications
  • Annual Performance Review Due in 1 year
    ☐ Prepare for performance review ☐ Set goals for next year
  • Year-End Audit Due in 1 year
    ☐ Prepare for year-end audit ☐ Ensure all loan files are complete and compliant
  • Networking Event Due in 1 year
    ☐ Attend industry networking event ☐ Meet with potential clients or partners