The last few days of 2021 are upon us and now we begin the final countdown to 2022. A simple checklist of tasks and items will help create a smooth transition form year to year and allow you to enjoy as much time as possible enjoying family and friends.
- 1. Get very clear as to your calendar. What loans are left to close, is everything complete on those files, are they scheduled to be completed, and is everyone on the same schedule?
- 2. When are people open and when are they closed? Never assume everyone is working the same schedule as you are, even in your own company!
- 3. What are your targets for events and time off? Don’t play the holidays by ear! Be aware of what you want and need to do!
- 4. Personally contact everyone of your unclosed pre-approvals from 2021 and find out status, update as needed, and prep them for post-holiday house hunting!
- 5. Use the phone, not email to connect! Make the last few days of the year very personal!
Obviously if you haven’t completed your business plan, work schedule, and marketing calendar for 2022, what are you waiting for?
2022 will be a year of HUGE adjustments for the mortgage and real estate communities. Recent events with online lenders and Realtors will significantly improve opportunities to recruit and execute in what will be a giant vacuum; but you will need a strategic plan to take advantage of these opportunities because you will need to be prepared!
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