PRO members will receive two .xlsx files.
Lender Spreadsheet Pro v2.0.xlsx is your main template file.
Mortgage Sample v2.0.xlsx is a fully completed example.
Lender Spreadsheet Lite v2.0.xlsx is your main template file.
Mortgage Sample Lite v2.0.xlsx is a fully completed example.
All you need to get started is to create a directory and save the two files in that directory.
If you now open the file you saved as Mortgage Template.xls you will see the first worksheet which is named Setup looks like this.
DON'T PANIC, it's not as complicated as it looks. We will now talk you through it step-by-step in the following sections.
When you have entered all the relevant information under the LENDER DETAILS section, save your file.
When you have filled in the lender details on your master template, save a copy in the same folder.
When you are ready to create more files, simply open the Mortgage Template.xlsx template and save as mortgage1.xlsx, mortgage2.xlsx etc.
To make the following sections easier, save a copy of your file as mortgage.xlsx and we will use that to create your first loan.
If you enter in any other format Excel might not see them as a date and that will cause errors.
Copy and Paste can save a lot of time but it can also cause a lot of errors. Please familiarise yourself with the methods below.
Some merged cells will not allow you to directly copy from cells that are not merged. You will encounter this on the Setup worksheet and will need to manually type in the contents. There aren’t that many like this.
In order to copy successfully, we recommend that you do the following:
1. When you have copied from your spreadsheet or other document, instead of pasting directly into a cell in Lender Spreadsheet Pro, click on the cell but do not paste directly into the cell.
2. After clicking on the cell, click on the menu bar and paste directly into the menu bar.
An alternative method is to use the Paste Special function and paste as 'Values'
Get in touch if you’re having problems, need something specific or have questions about our spreadsheet.
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