Download: 10 Signs You’ve Outgrown Excel
Discover where spreadsheets break down—and what top CRE teams do instead.
Still tracking loans in spreadsheets?
You’re not alone—but as your portfolio grows, even the best Excel files turn into a liability.
Don’t wait for a missed deadline or expensive error to find out.
Get our free checklist and see how your debt tracking stacks up.
What You’ll Get:
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The 10 most common red flags that signal you’ve outgrown Excel for loan management
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A simple self-assessment to spot your biggest risks in 2 minutes
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A “next steps” guide to protect your portfolio, save time, and avoid surprises
Who Should Use This?
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Asset managers
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CFOs & Controllers
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Portfolio & loan administrators
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Anyone still wrangling debt in Excel
Why It Matters
Manual loan tracking leads to missed deadlines, errors, and sleepless nights—especially as your business grows.
Use this checklist to take control, impress your lenders, and gain back hours each month.