Wondering why you can’t seem to experience more productive and less chaotic work days?
In interviewing hundreds of Mortgage Professionals from all over the country, from 2-year newbies to 30+ year vets, I’ve discovered that the majority of the chaos experienced stems from not having one, if not all, of the following 5 efficiency drivers in place in one’s business:
- Utilizing a CRM (Customer Relationship Management System).
- Following a specified workflow process (Perfect Loan Process).
- Planning out the work day ahead of time (Time management, time-blocking, to-do/task lists)
- Embracing technology to make my work life easier. (web-based calendars, cloud storage, Google docs, social media, video, voice broadcast, GoToMeeting.com, mass texting, etc.)
- Delegating low pay-off activities (Virtual Assistant, Marketing Assistant, Personal Assistant)