Excel File Tracker to track customer home loan applications though the different stages - repost

Track customer home loan applications though the different stages

The goal is to have a easy to use and display file that give you updated information at a glance without heaps of information which is hard to read, and make tracking customers loans easy for us and customer.

Customer details data will be entered manually by hand.

Different types of loans have different approximate completition times. (we will provide the amount of weeks needed)

e.g. when I update the type of loan of the application on the excel sheet

It should on the main sheet display automatically:

an approx completion date for the loan in the customer details

It should also list the required documents required for the customer to provide (this info will be give to u) in the customer details or provide the correct link to a pdf file depending on the loan type.

Example Customer details:

Should have:

Full Name, App #, comments field, progress updatable field, radio buttons to select different products sold to the customer, type of loan, appointment time for sign up etc...full details will be provided for all fields required for successfull bidder

The excel file needs to have an easy to use display (not standard excel) GUI which makes updating status, detail, commenting easy, to allow to see on main sheet everything in a easy to read format per customer.

Should also have a prinable page with a snap shot of all customers general info sheet.

The sheet needs to have the abilty to store and track large amounts of customer applications.

If you are an expert in excel and have examples of your work and the ability to realistically create what im looking for with the display I require please BID.

Taidot: Excel, PDF

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Tietoa työnantajasta:
( 11 arvostelua ) Hoppers Crossing, Australia

Projektin tunnus: #4247782

Myönnetty käyttäjälle:


Hi, I am sure I can make the application works as you could imagine. I am a "all the time" 5 stars awarded freelancer and have never failed even for a single project. Feel free to check my profile page.

$150 AUD 3 päivässä
(59 Arvostelua)

16 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_26% %project_currencyDetails_sign_sub_27% tähän työhön


Mate, Excel VBA expert here. I've completed many similar projects. Please check PM for details. Thanks!

$250 AUD 7 päivässä
(57 arvostelua)

Excel Whiz here ;) I already have a design in my mind for you. Please see PMB

$300 AUD 5 päivässä
(84 arvostelua)

Please see PM

$400 AUD 7 päivässä
(11 arvostelua)

Dear newconnect, I am able to perform that job. Please have a look on what I did before. Kind regards

$250 AUD 8 päivässä
(23 arvostelua)

Having a team of Professionals. We provide high quality work with accuracy.

$50 AUD 2 päivässä
(30 arvostelua)

I have developed many custom Excel applications and have excellent ratings.

$200 AUD 10 päivässä
(8 arvostelua)

Hi I am an avid excel user and macro programmer. If you check my profile, you will find that I have 100% delivery and 5.0 feedback record which is because of my steadfast resolution to only deliver best solutions an Lisää

$100 AUD 10 päivässä
(11 arvostelua)

we are excel vba expert

$200 AUD 10 päivässä
(13 arvostelua)

Hi I would like to apply for the job posted by you. Rgds Rohit

$150 AUD 7 päivässä
(3 arvostelua)

Ready to initiate the project straight away. I shall provide accuracy and quality of work. I have done similar type of project recently for a hotel. if you want i can provide you demo.

$240 AUD 15 päivässä
(1 arvostelu)

Dear Sir, I am interested in your project. Please check message.

$150 AUD 6 päivässä
(0 arvostelua)

I am experience in my exam & skills. Please see PMB.

$30 AUD 7 päivässä
(0 arvostelua)

I Have Plenty of Experience With office Automation, Form Building and The office Suite

$250 AUD 8 päivässä
(0 arvostelua)

Im ready for this jon, let me finish your job. thank you

$50 AUD 5 päivässä
(0 arvostelua)

I have high level experience with this kind of projects, and I'm sure that at the end you will be pleased about my work. You can also check my profile.

$180 AUD 5 päivässä
(0 arvostelua)