Midyear Adjustments!

Written by Posted On Monday, 28 June 2021 00:00

June is coming to an end and with it the first half of 2021. Now is the time to spend an hour or so to review your year-to-date numbers against your business plan and see where the data takes us. Things to look for:

• Purchase/refinance numbers
• Referral partner closed referrals
• Sources of opportunities
• Marketing/prospecting response
• Reality (including those currently in your pipeline and preapproved) compared to projections 

Once we have this data, we can also see who was involved in our purchase transactions on the listing side of our deals and see who we enjoyed working with and check their numbers to see if it is worth investing time and energy to make an approach? Remember, we aren't looking to grow numbers, we are looking to grow quality!

We also must check our systems to be sure everything is working as intended and make changes as needed. No system is perfect forever! Last, we must be sure our vacations/time off is scheduled! After a year of COVID-19 we all can benefit from vacations more than ever! 

If you need any help in setting any of these items up, just go to the website and use the "Business Planning Module" to guide you. You are also welcome to contact me: This email address is being protected from spambots. You need JavaScript enabled to view it. 

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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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