Part 4 – Scheduling

Written by Posted On Monday, 30 October 2023 00:00

Time is exactly the same for all of us. Some just make better use of their time than others! Many people are often confused by terms like “busy”, thinking that being busy is a good thing. Well, there is a HUGE difference in being “busy” and being productive! They are NOT the same thing, not by a mile. The major difference is that “busy” people tend to have little to no structure in their day and their lives seem to just merge one day into another. They create no differentiation from day to day, so they all just seem to run together. Also true, is that “busy” people tend to be highly reactive and bounce from one “urgent” issue after another. But unless you are working in the emergency room of a hospital, very few people find any real satisfaction being in a reactive mode all the time. The simple facts are proactive people tend to be significantly more productive than reactive people. Proactive people can focus tasks more clearly and provide a better customer experience than those that are bouncing around trying to figure out what they need to be doing next.

The best way I have found to transition from being busy and reactive to becoming productive and proactive is by scheduling! Understand that as an originator you have three main tasks to each day; Prospecting for new opportunities, processing those opportunities that are presented to you, and managing the communications of the first two. The more you layout your workday, week, month, and year, the faster you can learn to place all the proper tasks into the appropriate place in your schedule. When you do this, you can always relax and focus on what you are doing instead of worrying about what you are missing because you know your activities are scheduled and exactly where and when all the things you need to be doing will get done!

Scheduling is about taking control of your time and helps you execute your plan and complete your intensions, at the same time allows you to adapt to opportunities and outside influences as they appear. You can schedule your way to success if you just make the commitment to improve your life and your business by being intentional about what you do and when you do it. 

If you have any questions about this or any other questions about the prior topics discussed in these four business planning sessions for 2024, please just reach out: 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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