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Loan Dashboard – Hybrid Web/Spreadsheet App

Hierarchal questionnaire form slide show that collects information and pushes to google sheets to send out pdf with quotes and financial data to the consumer on todays mortgage rates along with the options that go along with it.

Building on the “Oh so versatile spreadsheets” this Loan Financial Dashboard web application works on a protected section of a website and is administer on a Google Sheet back end making it super efficient to not only work with, but also to build.

 

What it does, is collects the information from a filtered user and determines whether its wiser to buy a new home or to refinance one, providing a myriad of options. Users can get through the application in less than 3 minutes and the administer then receives the information by way of email, clicks over to the spreadsheet, makes a couple of decisions, and then sends out the information via the Google Sheet application.

In use in this application is PDF Generation that is branded with your logoed materials, a Google Sheet app, and an email sending capability.

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