Loan Think

My Focus Schedule

I have a few coaching clients that amaze me with their discipline and focus. One common denominator is that they try to keep a schedule for marketing and file reviews. I've decided to tackle this and thought I would share my schedule with y'all.

Processing Content

It's pretty simple. The hard part of course, is not letting the day's urgent matters get in the way of these important tasks.

• Monday: In-process file reviews with processor

• Tuesday: Realtor office sales meeting, prospect review and follow up

• Wednesday: Drop in's

• Thursday: Realtor phone calls

One more note: Each of these items is a recurring appointment on my calendar as a reminder. I find that it is easy to get side tracked without this.


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