Report this item to Etsy

Price:$7.95

Mortgage Leads Trello Board Template

You can only make an offer when buying a single item

  • Designed by TakeItDigital
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF

The Trello Mortgage Leads Organizer System uses a free software called Trello. You are given access to the Leads board templates to use to organize all of your mortgage clients. Using Trello is easy and there are lots of YouTube videos that will help you add automation or Add-ons to make it work for you. Each template comes with a quick overview video to show you the basics of how the board works.

Instructions for how to access your Trello templates are included in the PDF that you can download once payment has been processed.

Learn more about this item

Instant Download

Your files will be available to download once payment is confirmed.  Here's how.

Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Etsy Purchase Protection
Shop confidently on Etsy knowing if something goes wrong with an order, we've got your back for all eligible purchases — see program terms

Reviews for this item

5.0

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(3 reviews)

5.0 Item quality
5.0 Shipping
5.0 Customer service
100% Buyers recommend
5 out of 5 stars 5 This item

Renee Feb 1, 2026

Board is great. I had a small issue, and the seller helped me resolve it immediately. Highly recommend!

Renee Feb 1, 2026

5 out of 5 stars 5 This item

Melissa Jun 5, 2024

Great Product very helpful template

Melissa Jun 5, 2024

5 out of 5 stars 5 This item

Etsy buyer Dec 1, 2022

I have been looking for a way to get my lead organized and this template has it all. Thank you

Etsy buyer Dec 1, 2022

TakeItDigital
Monica
TakeItDigital ·

United States

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 5.0
·
57 sales
·
4 years on Etsy
Monica
1 shop member
Message seller

Typically responds within 24 hours

Typically responds within 24 hours

You may also like

Shoppers with similar taste loved these

Show more
Show more

Explore related searches

Trello Board Template

Trello Boards for Realtors

Google Business Page

Trello Board

Commercial Mortgage Broker

Listed on Jun 1, 2026
21 favorites
Homepage Paper & Party Supplies Paper Stationery Design & Templates Templates