Business Plan For Mortgage Loan Officer

Business Plan For Mortgage Loan Officer-64
There is still time in the fourth quarter to keep your Loan Officers engaged, get their business on track and formulate a Business Development Plan for 2016.

There is still time in the fourth quarter to keep your Loan Officers engaged, get their business on track and formulate a Business Development Plan for 2016.

Far too often, Loan Officers go about their business directed with the "Ready, Shoot... Activity without foresight and planning is a waste of valuable time and energy.

New Business Planning One of the major reasons' Loan Officers struggle at hitting their targets is that they lack organization and the discipline to stick to a system for business development.

That way they are moving from salesperson to mentor, which might be one of the goals of the plan.

If you would like the registration information, just e-mail me at [email protected]

New pre-licensing courses, test prep tools and CEU courses are available at https://Diehl

While it’s important to recruit new talent, it is just as important to focus on re-recruiting your existing employees.Go deeper and make the process something that will help them accomplish more. And you can invite your Real Estate Agents as well, as they also need to plan.Afterwards, your Loan Officers can lead the agents in a planning exercise.As a sales leader, you must walk the proverbial walk and have your own business development plan in place. To ensure you hit your numbers, you must ensure your team members are hitting their numbers.To do this effectively, you should assist everyone on the team to create their own New Business Development Plan for the year ahead.This is the biggest challenge that Loan Officers face with regard to their plans—how to focus on their plan every day with so much going on.Here are a few tips which will help:♦Their daily list should be aligned with their short-term goals. ♦Be strong enough to say no to those who are screaming for their time, yet represent diversions from the plan.The New Year is right around the corner, implementing a Re-recruitment strategy to retain talent is paramount.This is an excellent opportunity to evaluate your team's previous year, provide direction and create a Business Plan to jump-start their year ahead.You must be sure to formulate your list daily, make revisions each day and don't carry things over for a prolonged period of time. ♦Eliminate time-wasters, such as social media surfing. ♦Be sure to make it fun with rewards and celebrations when goals are accomplished.♦Learn to delegate tasks to leave time to accomplish the priorities. Make 2019 the year that you help your Loan Officers put together a plan that has more meaning than a bunch of numbers that are a stab in the dark. 9–right after the New Year–I am going to be presenting Business Planning 2019. Each participant will receive a Business Planning Form.


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