Mortgage Marketing Tips: #33
Advanced Loan Officer Training Checklist (Review Regularly)

Do you have an annual income amount you want to make?

* How much is that per month?

* What is your average size loan fee per loan?

* How many loans per month would you need to close to make that?

* How many loans do you average closing per month, now?

Differential:

How many loan applications pending, do you need, in order to close that many loans?

Conversion ratio app to closed deal:

How many prospects do you need to speak to in order to have that many loans pending?

How many working days in the month?

So, how many contacts per day?

Do you have a “business plan” that you're currently using?

Do you have a marketing plan that adds and creates value for your clients?

Do you have a system for referrals?

Do you have a program for ongoing personal development?

Do you have a purpose for every prospecting sales call?

Do you set minimum standards for yourself?

Are you satisfied with the results you are currently getting?


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