Business Planning - The Final Days of 2020!

Written by Posted On Monday, 05 October 2020 05:00

Here we are in October and as always, we must take some time and make our final coarse corrections to navigate the end of the year. The things we must be fully aware of are:

• When is the last day I can accept a new loan application that will close in 2020?
• Refinances are also dealing with the likely fifty basis point hit to agency loans on December 1st if nothing changes.
• Who are the referral partners that are meeting or falling below expectations?
• What are my personal projections for the remainder of the year?
• Are there any targets in units, dollar volume, or activity that we can make a stretch for?
• Holiday Calendar
• Who are the five new referral partners I want to add to my network as part of the 2021 referral group?
• Where am I on the 20 extra refinances?
• Get your CE done NOW if you haven’t done it yet!

We are going to tackle Business Planning this month as I always do in October. Setting up this mini-plan to navigate the end of this year will help set the stage!

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Michael White

After 18 years working in all phases of mortgage originations, Mike left day to day originations to start his consulting and coaching company. Now, more than 18+ years later, Mike is working with clients across the country in all markets, big and small, that have generated more than three billion dollars in loan originations within a year.

Mike teaches a system that is focused on time management, action planning, marketing a message, and creating value for both clients and referral sources alike. Quite simply, providing more value leads to more opportunities, more income, less time, and a systematic approach that begs to be duplicated.


By breaking down individual aspects of the mortgage business and providing a step by step approach to creating a consistent flow of opportunities that can lead to a highly successful mortgage practice. That is why people who incorporate these strategies out produce the national averages by almost 3 to 1!

Fundamentals and simple strategies provide day to day activities that help provide a “scheduled success” philosophy. It’s all about identifying, targeting, and establishing profitable referral relationships using exceptional value to keep you in the center of your own referral triangle.

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