Manage your Private Mortgage: Mortgage Loan Origination, Mortgage Payments, Mortgage Amortization and Mortgage Tracking!

All the Features of Advanced Mortgage Software

For Hard Money Lenders, Private Lenders

If you Originate, Invest in or Buy Mortgage Notes

If you have a Take-Back Mortgage

For Real Estate Investors

PRO Version only $79.99

One-off charge, NO renewal fees

The #1 FREE Download Excel Mortgage Spreadsheet

Lender Spreadsheet is a Mortgage Excel Template that is designed by us for use with our own portfolio. After extensive testing and use in our own business for several years, we are able to give you the opportunity to try and compare our Mortgage Spreadsheet and buy the PRO version for only $79.99!

  • Key Features of Lender Spreadsheet such as recording payments, calculating payoffs, managing escrow and changing interest rates
  • Letter and Form Templates in Lender Spreadsheet, such as Late Notice, Sub 1098, Acceleration Notice, Balloon Notice, Payoff, Loan Estimate, Closing Disclosure and Truth in Lending
  • Advanced Reporting in  Lender Spreadsheet as standard for up to 30 years
  • Lender Spreadsheet summary key features all for only $79.99

All you need apart from our downloadable spreadsheet is Microsoft® Excel® 2007 or later and Microsoft® Windows 8.1 or later or Mac OS X 10.10 (Yosemite) or later with Microsoft® Excel® 2016 or later.

Lender Spreadsheet is compatible with Microsoft® Excel® 2007 or later and Microsoft® Windows 8.1 or later or Mac OS X 10.10 (Yosemite) or later with Microsoft® Excel® 2016 or later.

We use our Excel Mortgage Spreadsheet ourselves for Mortgage Loan Origination

We have 30 years experience originating hard money loans and have a portfolio of over 70 private mortgages. The features we have included are everything we need to manage our entire portfolio!

Our Mortgage Spreadsheet takes care of all your Mortgage Accounting needs

  • If you’re a Hard Money Lender who Originates Mortgages, then our Lender Spreadsheet has you covered.
  • If you invest in or originate mortgage notes, buy notes or invest in real estate then we cater for you.
  • Maybe you only own a few mortgage loans and you’re struggling with your own mortgage accounting.
  • it’s very simple to copy the mortgage spreadsheet for as many loans as you have, so it is scalable to your business.
  • You don’t want to pay hundreds, if not thousands of dollars for dedicated mortgage software. our mortgage spreadsheet is all the mortgage software you'll need!
  • You need a Mortgage Payoff Spreadsheet to work out what you're owed.
  • You need an Excel Amortization Spreadsheet

Why Buy Lender Spreadsheet?

PRO User Account

If you have purchased Lender Spreadsheet PRO version, then you will be able to login to your own dedicated account. You will be able to download the latest version at any time, plus any other files that are for PRO customers only.

Loans up to 30 years

You can create a loan of any period up to 30 years on the PRO version. That covers you for pretty much all timescales that you could need for a standard mortgage.

No Coding required

Our spreadsheet is ready to use without any knowledge of complicated formulae in Excel®. If you are able to use Microsoft® Excel® you can use our spreadsheet!


We do not offer support on the Lite version. PRO customers can login to their account and send us a support request message and attach a file.

I have Further Questions

Our Frequently Asked Questions page answers the most likely questions you may have for Lender Spreadsheet. If you still have questions, there is a link to contact us.

Let Us Help

Get in touch if you’re having problems, need something specific or have questions about our spreadsheet.

Claim FREE upgrade

Existing customers of Lender Software Pro v1.7.x claim a FREE upgrade to v2.0.x

© 2023 Testament Research, Inc.

Get started for FREE Today. Register and Download NOW!

Want to Upgrade from Lite to PRO?. Upgrade and Unlock for $79.99

Microsoft® Windows® and Microsoft® Excel® are registered trademarks of Microsoft Corporation in the United States and other countries.
Mac® and macOS® are trademarks of Apple Inc., registered in the U.S. and other countries.

By continuing to browse or by clicking 'Dismiss' you agree to the storing of cookies on your device to enhance your site experience and for analytical purposes. To learn more about how we use cookies, please see our Cookies Policy and Privacy Policy.