Stop, Review, Schedule, Do!

Written by Posted On Monday, 28 April 2025 00:00

It’s easy to get overwhelmed and find yourself lost, jumping from task to task with the feeling of things just slipping away into a giant rabbit hole of being busy! With tax season all but over (some have until May 1st due to the weather to file), Easter, spring break, and March madness all behind us, it’s time to take a minute and evaluate where you are and make your plans for the next 90-day window 

When you think about it, between what has already closed and the deals you already have in your pipeline, most of your income for the first half of the year is visible. While this likely isn’t reflective of half the earnings you will have for 2025, it is a good reflection point to review and make adjustments to your plan

Spring happens at different times across the country, and events can vary widely. However, Mother’s Day and the start of the end of the school year in May, Father’s Day and the end of the school year for the rest in June, plans according to your specific events need to be accounted for and scheduled. You won’t manage your business this spring well enough by just taking one day at a time. You must schedule your activities on purpose or find yourself slipping into the world of reactive busyness!

1.  Where are all the holidays, and do I need to account for either specific events or time off?

2.  When does my school year end, and when does it begin next term?

3.  Are my referral partners meeting expectations?

4.  Are my personal projections on target?

5.  Do I have my vacations planned through the fall?

6.  What time off does my team need to schedule?

Even the best of plans requires adjustments. Less than optimal plans require adjustments even more! We need to stop, review, schedule, and DO!

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Michael White

After 18 years working in all phases of mortgage originations, Mike left day to day originations to start his consulting and coaching company. Now, more than 18+ years later, Mike is working with clients across the country in all markets, big and small, that have generated more than three billion dollars in loan originations within a year.

Mike teaches a system that is focused on time management, action planning, marketing a message, and creating value for both clients and referral sources alike. Quite simply, providing more value leads to more opportunities, more income, less time, and a systematic approach that begs to be duplicated.

 

By breaking down individual aspects of the mortgage business and providing a step by step approach to creating a consistent flow of opportunities that can lead to a highly successful mortgage practice. That is why people who incorporate these strategies out produce the national averages by almost 3 to 1!

Fundamentals and simple strategies provide day to day activities that help provide a “scheduled success” philosophy. It’s all about identifying, targeting, and establishing profitable referral relationships using exceptional value to keep you in the center of your own referral triangle. 

 

https://www.imtcoaching.com/

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