Borrower Packet Wizard Dashboard Template

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.