A reusable Borrower Packet Wizard dashboard template that guides real estate investors through creating polished lender-ready presentations step by step.
Borrower Packet Wizard Template
A structured, two-column dashboard-style template for guiding users through creating lender-ready borrower packets.
Includes:
- Navigation bar with dashboard context and remaining presentations counter
- Left-side Wizard Reference Guide with before-you-begin checklist
- Clearly defined sections for Deal Summary, Investment Rationale, and Borrower Profile
- Pro Tip callout area to coach users on quality submissions
- Right-side wizard canvas for future form steps or preview states
Key Features
- Guided content framework for real estate loan packets
- Clean, minimal Tailwind-based layout and typography
- Ready-to-brand header and status indicators
- Modular sections for investment and borrower details
- Empty-state canvas for integrating custom forms or viewers
Primary use case: Ideal as a starting template for SaaS tools or internal portals that help real estate investors prepare professional borrower presentations for private or institutional lenders.