Planning for Summer

Written by Posted On Tuesday, 31 May 2022 00:00

As May ends, people begin their thoughts of summer. Mortgage professionals are no different. Anyone who knows me and works with me understands I stress the value of vacations and time away from work unplugged. I push for a minimum of two full weeks unplugged from the work arena and a series of at least three more long weekends disconnected from work.

The summer can provide significant opportunities for fun and frolic, but also can lead to some really challenging issues if we fail to plan and account for everyone’s needs for time off. Time away from work can mean different things to different people. Some want a traditional time block of days away from work. Others prefer to take a few days or even hours off to meet their specific schedules. It can all be managed if we all get together and communicate the needs of everyone so that the planning can be made to include most, if not all, of the details that make it all work.

Things to account for are

• When are you needing the time away?

• When do the players on your team need time away?

• Who covers for whom while time off is given?

• What roles can everyone comfortably cover?

Now that is covered, we have another series of questions:

• What schedules need to be changed?

• Shorter workdays or work weeks in play?

• When will everyone have their desires ready to sit down and participate in the time off discussion?

• Everyone needs to be part of the process. 

As always, these situations can be challenging but can also show how much you value your family and those you work with. If you need help working through these issues, its easy to ask 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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