The Final Countdown!

Written by Posted On Monday, 13 December 2021 00:00

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. 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. 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. 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. 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. 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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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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