I used Microsoft Excel to organize and update a customer mortgage database, maintaining accurate and consistent records across 20+ client entries. The list includes detailed client information such as names, contact details, location, date of birth, job position, education, annual salary, and outstanding mortgage balances, along with notes tracking each account's status (e.g., refinanced, applied for rate lock, missed payments, early payoff considerations). Throughout the process, I ensured data consistency, proper formatting, and up-to-date records for easy reference and reporting.

For day to day tracking and updates, I used Google Sheets, since it allows real-time editing and automatically saves changes without needing to manually save the file. This made it easier to update records anytime, which I then transferred and finalized in Excel for a clean, organized master copy.