Looking Forward!

Written by Posted On Monday, 17 June 2024 00:00
Looking Forward! Image by rawpixel.com on Freepik


The power of looking forward is often lost on those who just move from one day to the next, one week at a time, or just looking at results on a month-to-month basis. These people lose the perspective of the kind of long-range view that can maximize results. Many things must be done in the moment, but it really helps your mindset and your business if you spend a little bit of time each week being engaged in the process of looking forward.

As you have noticed, my emphasis on annual business planning in October so we can implement and be scheduled to hit the ground running in the new year with a full head of steam. Maybe you have read my article about the three distinct and critical 90-day windows of opportunity to focus and generate business while leaving time to vacation and unwind in the gaps in between? I spend a great deal of time trying to prepare my clients with not only the structure and processes to succeed; but also, the schedule of activities that get them motivated and focused on doing more business at a much higher level.

For some of you it may just feel like the middle of June, but it’s the time to organize for the 4th of July holiday week! Why “week” you may ask? Because the holiday falls on a Thursday, which means that people will check out on Tuesday or Wednesday, and most will skip work on Friday, while others may be shut down the entire week! Sounds simple, but what about those who need to close? Who is working? Can I get a closing agent? What if we need a VOE and the company is closed that week? Are you already on top of these issues? Could you win business now because you are? You could, if you were sharing that information with your people and your market!

Our business demands that we focus on immediate details. Our long-term success depends on looking forward and scheduling the outcome we desire!

Market moved well on the CPI numbers and some of the FED comments pulled us back a little. Keep an eye on initial and continuing claims this morning, along with the PPI numbers. Could help move the markets. If you have questions or comments: 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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