A simple table would do that: outstanding item, person handling it, last update and next action. Keep it short enough to use. If it turns into a second case file, it adds administration without making anyone respond faster.
Put the offers into a simple table with: starting loan, LTV band, upfront fee, any fee added to the loan, 12 monthly payments, balance after one year, early-repayment cost, portability conditions and the rate after the fix. Then test an early sale or delayed refinance. Portability is worth...