TIME MANAGEMENT

• DAILY SCHEDULE

• PROJECT TO-DO TASKS (OUTLOOK REMINDERS)

  • PHONE LOG

• DATABASE WITH ALL DAY TO DAY CONTACTS

  • NOTES, SPECIFIC TASKS IN PROCESS AND OUT.

• 2 WEEKS AT A GLANCE

• NO SAME DAY APPOINTMENTS

  • (ZOOM EXCLUDED) PRIOR BLOCKED TIME OFF NOT MOVED

• THEME FOCUSED ON SALES DAILY

  • MONDAY- EXISITING PARTNERS

  • TUESDAYS- CLIENTS AND PARTNERS WITH DEALS IN PROCESS (CONTRACT OR REFI)

  • WEDNESDAY- LEADS THAT HAVE NOT TAKEN APPLICATION

  • THURSDAY- NEW PARTNERS (LISTING AGENTS, BUSINESSES, CROSS-SELLING)

  • FRIDAY- PRE-APPROVAL FOCUS