Mortgage Pre-Approval Excel Template for Mortgage Agent in Canada

Are you still reading numbers to your client over a phone call and hoping your client remembers them? The average person still doesn't understand how a mortgage works, and they still think it's a scam. Being transparent builds that trust with the client!

This works, I promise you, because I use it everyday! This isn't just a money grab for me. I originally made the tool for myself to make my workflow easier! I just decided to share a tool that I'm already using.

It’s 2025! Step up your game with a fully editable Mortgage Pre Approval Excel Template, turning raw data into a sleek, email ready summary sheet in seconds.

This template was built by a working Ontario mortgage agent for Canadian brokers who:

• Want 100% Transparency, every fee, lender charges, appraisal costs, legal drafting amounts and all the small extras, is automatically itemized so your clients arrive at the lawyer’s office fully prepared, no more “surprise” top ups or awkward back and forth texts.
• Need a Professional Follow Up Tool, plug in purchase price, down payment, term, amortization, insured status and fees, clients receive a polished summary they can save and revisit. Solidifying your credibility long after the call ends.
• Crave Efficiency & Consistency. Mortgage brokers, or agents with a team can hand this to a new hire and they’ll look like an expert. Everyone's email structure will look the same and professional!
• Want to Stand Out in a Crowded Market, most agents still mumble numbers over the phone, you’ll be the one who delivers clarity, full disclosure and a tangible deliverable, earning referrals and repeat business without breaking a sweat.

How it works?

• Open the “Input” tab and enter your client’s data from Scarlett, Filogix, Boss, etc,
• Review the automatically populated “Purchase” or "Refinance" sheet,
• Copy the chart (like in the screenshots above) and paste it into an email to your client,
• Type a professional looking email. You can use the one in the screenshots and tweak it to match your scenario. I use that email on a daily basis. Email it off and watch your professionalism do the selling.

I always use this when I quote a client and the success rate is very high! I have created a lot of tools that I've used over the years to make underwriting easier. If you like this one I have lots more!