Overview
The key to setting yourself up for success during high-volume markets is knowing where your time is being spent so that you can make necessary changes to prioritize what you do best: sales.
That starts by first figuring out where your time is being spent by conducting a time audit, after which you can then make strategic decisions to remove unproductive workflows, reduce time spent on inefficient tasks and activities, and reassign priorities throughout the day.
Of course, priorities will only ever happen if you schedule them, and create the time and space necessary to see them through to completion. So, regulating your accessibility via email, chat, and voicemail is critical to making progress toward your daily, weekly, and monthly goals.
The key to setting your team members up for success during high-volume markets taking an OthersFirst™ approach to teamwork.
When your team members feel appreciated, know that you’re doing your very best to make their job easier—not harder, and receive clear, concise communication, there’s no question you’ll experience fewer back-end issues and fund more loans.
Start by asking yourself, “What can I do for my team members?” Instead of “What can my team members do for me?” Then, take the time to submit quality applications with complete documentation and detailed notation. Why? Because even a bad processor can process a great file, but a great processor can’t process a bad file.
