DOWNLOAD = Goal Tracking Sold Fees Worksheet
Back when I was dealing with a multitude of loan officers at the branch level, I needed a quick and easy way of making sure that everybody was on track to meet their goals. In this worksheet, you'll see our sold fees (YSP and any front-end points on the loan) goal and a running total as we countdown to victory. Although the numbers today would be a challenge given the current state of the mortgage industry. But, back in early 2000 bringing in $10,000 to $20,000 in fees at the branch level was very much attainable. . . . >>> READ MORE
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DOWNLOAD = My Secret Daily To Do List
People often ask me what my biggest secret to success is? I tell them that it's that I actually get stuff done. All to often people promise that they will do something, but many times fail to follow through. Salespeople are notorious for this! The reason why I succeeded in the mortgage business over a lot of other loan officers, is that I write everything down and am a BIG to-do list type. My chemistry teacher once told me to "think with your brain and remember with your pencil"...advice that has served me well over the years. Here are my secret daily to-do worksheets which have evolved over time incorporating my morning routine, a set of to-do action points, and a second page with nice-to-do's. I try to get all the to-do's done and if I can get to page 2 then I'll try. If not, no big deal because I know I've gotten all the important stuff out of the way. And when the next day arrives, I re-order my list and start over again. A simple system...yes. Foolproof even, I dare to say. Give my daily to-do worksheets a try and your skyrocketing income will tell the story. This resource is in Microsoft Word format. . . . >>> READ MORE
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DOWNLOAD = My Lazy To-Do List For Unexpected Weekly Events, Chores And Capturing Ideas
Many people marvel at how many things I get done in a week. And it's no wonder that with organization success will follow. Here is a weekly to-do list I created to capture all of the small incidental things that come up during the week. Yes, I have a palm pilot thingie in my phone which I also use, but I'm not about to put grocery lists in there! I use this worksheet to write down important phonecalls to return on a certain day, chore items, even ideas that come up! Anything that I want to specifically make sure I get done during this current week goes on the worksheet. That way it isn't lost to distraction. It's one of my best kept secrets for organization. Simple, yes. Ingenius, you decide! This resource is in Microsoft Word format. . . . >>> READ MORE
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DOWNLOAD = Easy Way To Track To Do List Items
People often ask me how I get everything done?! We run a small operation here, but I'm often accused of having an army. The truth is it's just me and a few helpers here and there. We outsource a lot of the work and try to keep the production costs of this mortgage training website low to pass the savings onto you. One thing that I've found to help keep me organized is a detailed "to do" list. You'll find a few versions I use here in this download area. . . . >>> READ MORE
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10 Ways To Have Fun In The Mortgage Business
We all know the mortgage business can be a little difficult at times. This is a perfect time to take a step back and remember why most of you got into this industry in the first place. When you embarked on this adventure of originating mortgages, were you hoping that it would provide you with the flexible schedule, great income potential and possible a little fun? . . . >>> READ MORE
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DOWNLOAD = Countdown To Success Quick List
Here's a great little goal sheet I use to keep myself on track with my sales. As a loan officer, you have a million distractions and time management is absolutely crucial. The only thing that counts in this business is results, and making sure you hit your monthly numbers is goal numero uno. Set your monthly target amount, then with each closed loan deduct your commission and see how much you have left. That way, instead of counting up you are counting down. And when you hit zero you'll know you've hit your goal! Congratulations! This resource is in Microsoft Word format. . . . >>> READ MORE
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Stopping Stress
Do you ever find yourself feeling overwhelmed? Do you sometimes feel like you just have too much to think about? Does it make you tired, irritable, or even depressed? What can you do about it? . . . >>> READ MORE
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Secrets Of Clear Thinking
Where is...car...my keys...hmm...and that...oh yeah, but...hmm - Does your brain feel like that sometimes? How can you combat "brain fog," and think more clearly? Try some of the following. . . . >>> READ MORE
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Secrets To Problem Solving
Do you ever run out of good ideas, or go around in circles trying to come up with a solution for a persistent problem? Maybe you just need to learn some simple problem solving techniques, and then start applying them. Choose one or two of the methods below, and get in the habit of using them in your personal life and your business. . . . >>> READ MORE
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How To Set Goals Simply
How to set goals? First of all, don't confuse wishes or desires with goals. Often, people want things, situations or accomplishments, and call these goals. Then they're disappointed when they don't get them. Just naming your desires isn't effective goal setting. . . . >>> READ MORE
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Composing Your Real Estate Dream Team
Think about the perfect sports team -- The Dream team. This perfect team would consist of the best players for each spot that needed to be filled. Sure there are a lot of guys that can play each position but there is usually that one that stands out. He is the best of the best, the Gretzky of his position. That is the guy you want. . . . >>> READ MORE
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The Real Estate Mom's Home Office: Four Tips For Success
Combining work with home life for the real-estate mom is a never-ending battle between business and family obligations. One of the ways to balance this ongoing issue is for the real-estate mom to create a home office. Here, she can have a place to focus on her business while being close to her kids. The key to optimizing this strategy is organization. . . . >>> READ MORE
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Working With Your Family In Your Real Estate Business
We all have families, but not all of us work with them. If your real estate business includes a family member or two, you already know what the good and the bad of it is. Learning how to increase the positives will help in creating not only a stronger platform for your business, but also in stronger ties with your family. This particular balance can be a tough one to manage; however, it is very possible. . . . >>> READ MORE
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Picture Yourself A Winner
In the work place, the amount of good things that happen to a person during the day far out number the amount of bad things that happen, so why do we spend so much time stressing over the bad things when we should be smiling about the good things. . . . >>> READ MORE
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Quotes To Inspire You To Success
When times are tough, we sometimes need a pick me up. No man or woman ever rose to greatest without the aid and assistance of others. And, you too, can rise to greatest in your mortgage business if you only remember the words of some people who have come before you. I hope these quotes inspire you as they have me. . . . >>> READ MORE
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DOWNLOAD = Book: A Simple System To Achieve Your Goals
I know... There are a lot of resources out there that can help you achieve your goals. Books and courses abound on positive thinking, discipline, time management, web marketing, investing, communication, NLP, relationship building, etc etc, ad infinitum. Many of them provide valuable techniques for getting where you want to be. . . . >>> READ MORE
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DOWNLOAD = Worksheets: A Simple System To Achieve Your Goals
I know... There are a lot of resources out there that can help you achieve your goals. Books and courses abound on positive thinking, discipline, time management, web marketing, investing, communication, NLP, relationship building, etc etc, ad infinitum. Many of them provide valuable techniques for getting where you want to be. . . . >>> READ MORE
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Action Is Motivation Expressed Over Time
Taking action was the challenge that seemed the most serious for the people who mentioned it. And it's one we all have to deal with at one time or another. I personally go through periods when I can't stop creating and other periods when the motivation to do something is hard to find. It's a complicated thing to manage. . . . >>> READ MORE
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Reflections On A New Year In The Mortgage Business
I love and hate this time of year. I love it because it gets cooler. People are in a better mood. Just about everybody is celebrating something. And people are shopping like crazy. I hate it because not too many people are shopping for houses. Not that many people think about buying a house or refinancing the last 3 weeks of December. . . . >>> READ MORE
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Dealing With The Fear Monster
Let's face it, the reason most investors don't have any private lenders is fear. It's as basic as that. It's a fear of the unknown. How do I know that? I've been there too. I was comfortable doing things the way I had always done them. I went to the bank, I jumped through their hoops of proving I was qualified for their loan, they gave me the money, and I paid them back the way they said. . . . >>> READ MORE
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An Easy Way To Manage Stress
We are not always able to escape our environment when we feel stressed. For some, taking a simple walk to clear the head is something that must be put off. What we all can do, though, is take a few moments to sit in our chair and daydream to melt away our stress. . . . >>> READ MORE
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Discover The Secrets To Managing Your Mortgage Time
Twenty-four hours. Each one of us has only twenty-four hours each day. Out of that, we need to eat, sleep, take care of our loved ones, have a bit of fun, and earn some money so that we can continue to thrive. Some people manage to glide through their day, accomplishing everything they want to with time to spare. Others spend their time racing from task to task, never quite finishing one thing before being called to start something new. . . . >>> READ MORE
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How To Prevent Procrastination
We all have a tendency to put things off for various reasons and believe me, I've been the master of this one in the past. Understanding why you procrastinate helps you to do something about it. . . . >>> READ MORE
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Goal Planning: Set Yourself Up For A Winning Year
Towards the end of every year, most people reflect on the previous 12 months. Thoughts about what could have been and what actually happened enter their minds. Sadly, for some the gap between the two is considerable, and this reflection can become a reason to beat yourself up. Even worse, pretending it didn't happen and hope the coming year will be different. . . . >>> READ MORE
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Setting Personal Objectives For The New Year
The end of one year and the start of another brings with it the opportunity and inspiration, for many, to consider their personal situation and plan for the year ahead. We all hope that we will end the New Year better off in our personal lives than we start it. By "better off" we may mean financially, in terms of happiness and relationships, in our careers and lifestyles; in fact, in any aspect of our lives. . . . >>> READ MORE
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How To Keep Your Dreams Alive
How do we turn our dreams into reality? How do we step outside the circle of influence that constantly directs us? Our minds are so strongly influenced by our environment that it is easy to lose touch with our own passion. . . . >>> READ MORE
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