Project 80 Tracking Spreadsheet

Overview

The Project 80 Tracking Spreadsheet is a practical tool designed to help you measure, analyse, and reduce rework in your loan applications, with the goal of increasing one‑touch approvals to 80% or higher.

This spreadsheet is used throughout the Project 80 webinar series and provides a simple, repeatable way to identify where applications are breaking down and which process improvements will deliver the biggest impact.

Download the Project 80 Tracking Spreadsheet

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We have a single Broker version and a Multi Broker Version. 

What the Spreadsheet Is Used For

The Project 80 spreadsheet allows you to track the outcome of every application and categorise the reasons why deals do or do not receive one‑touch approval.

By consistently recording this data, you can:

• Identify patterns in More Information Requests (MIRs) and conditional approvals
• Pinpoint gaps in your checklists, workflows, and broker notes
• Focus improvement efforts on issues that occur most frequently
• Measure progress month‑to‑month and year‑to‑date
• Set meaningful KPIs for yourself or your team

What You Should Track

For each application, the spreadsheet allows you to record outcomes such as:

• One‑touch formal approvals
• One‑touch approvals in principle (AIPs)
• Known conditional approvals
  (e.g. subject to contract of sale, valuation, or non‑credit critical items)
• Unknown conditional approvals
• More Information Requests (MIRs)

For applications that do not receive one‑touch approval, you should record:

• The reason for the conditional or MIR
• Whether the issue was preventable
• Any process improvement required

The aim is not to assign blame, but to identify repeatable issues that can be designed out of your process.

How to Use the Spreadsheet Effectively

To get the most value from the Project 80 spreadsheet:

1. Track every application, not just problem deals
2. Record the reason for any conditional or MIR, even if it was caused by the lender
3. Review results regularly (weekly or fortnightly)
4. Fix issues as they occur:
   • If it takes 5–10 minutes to fix, update your process immediately
   • If it’s more complex, add it to a list for a scheduled process review session
5. Use insights from the spreadsheet to improve:
   • Checklists
   • Workflow stages
   • Broker note templates
   • Email templates
   • Automation and conditional logic

Over time, this creates a feedback loop where each mistake is captured once and prevented from happening again.

Support

If you have questions about how to use the Project 80 spreadsheet or need help applying the insights to your BrokerEngine workflows, please reach out to your Customer Success Specialist for guidance.

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