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Originator Business Checklist (To Be Reviewed Regularly)
BATTLECALL GUEST EXPERT: Shawn Meldrum, High Profit
Marketing Here is a great mortgage originator
business checklist to help get you back on track with your business. Take a few
minutes and answer the questions below. Then review your answers
regularly. Do you have an annual income amount
you want to make? How much is that per
month? What is your average size loan fee
per loan? How many loans per month would you
need to close to make that? How many loans do you average
closing per month, now? Differential: How many loan applications pending,
do you need, in order to close that many loans? Conversion ratio apps to
closed deal: How many prospects do you need to
speak to in order to have that many loans pending? How many working days in the
month? So, how many contacts per
day? Do you have a business plan? And
one that you're currently using? Do you have a marketing plan that
adds and creates value for your clients? Do you have a system for
referrals? Do you have a program for ongoing
personal development? Do you have a purpose for every
prospecting sales call? Do you set minimum standards for
yourself? Are you satisfied with the results
you are currently getting? Remember, review your answers on a
regular basis and help get yourself back on track in your business.
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