Improve My Tomorrow Coaching - Mortgage Mentor Performance Coach Michael White

Working The Plan For September

 

We are rolling into September with a full head of steam and firing on all cylinders. The strategies we put in place are really taking hold and Labor Day weekend has been very productive for those who have engaged the market.

The back to school strategies and the patience to prepare our Realtor referral partners for the “functional obsolescence” conversations are generating both listing opportunities and some refinances. Clearly a strategy that has made both referral partners happy with new opportunities! 

Those originators who have invested their time and energy executing the small bank and credit union strategy are already seeing referrals on both bank turn downs and loans those institutions just don’t do! A very limited investment of time and effort fueling purchase referrals for those who chose to engage!

Another strong strategy has been to work those “Open Houses” and the surrounding neighbors. New listing opportunities, buyer opportunities, new listing opportunities, and even a handful of refinances are making a big difference in the bottom line. In fact, we are seeing record closings in August and scheduled closings for September for purchase, units, and dollar volumes! Some personal best individual months have helped fuel some branch bests, area records, and are helping exceed performance numbers for all of 2018 by the end of this month; so bravo to those who have made the effort. 

We now have to continue with the ongoing plan and include our calls to our accountants and financial planners! September and October are ripe for these contacts and the execution of the plan to help generate these often overlooked opportunities! At the same time, the commitment to making those ten refinance opportunity calls three nights a week are driving some great numbers for refinances and listing opportunities for our referral partners!

Just keep working! We are heading for a huge finish to an already great year if we just keep executing!

I also want to take a minute and thank you all for your concern for me and my family here in Florida due to the potential impact of Dorian. We were spared major damage, but those in the Bahamas were not. Please remember those who have suffered a huge life altering event with your thoughts and deeds. For those who are still in the potential path of this storm, please take it seriously. While not the monster storm it once was, it can still take life, damage and destroy property! So please be careful and know me and my family are praying for you and yours!

As always, you can send your questions and comments to [email protected]

 

 

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