Time Blocking
There are only 24 hours
today. What will you do
with yours?
The Truth!!!!!!!!!
• The most successful people are the best time blockers.
• REACTING to your business will never allow to be PRO-ACTIVE
on your business.
• If you don’t know your WHY? You will never achieve your
goals.
Know Your Why?
• Why do you want to grow your business?
More vacations
Kids College
Legacy for your Grand Children
• Your “Why” is your motivation
Simplifying Activities
• Make a list of everything you do in a day
• Categorize each item on your list
• Consolidate and delegate
Check emails
Lunch
Return calls
Talk to clients with files already in progress
Put out fires
Social Media
Lock loans
Run DU/LP
Calling leads
Take applications
Do monthly mailers
Go to office depot
Video Marketing
Bookkeeping / payroll
Plan Day
Teach Classes At Real Estate Offices
Talk to underwriter
Learn new loan programs
Go to closings
Calling / meeting new referral partners
Simplifying Activities
1. Calls – Call Leads, Clients in Progress, Return calls, Call
prospect referral partners
2. Marketing – Make video, Send greeting cards, Social media
3. Loan Processing – Take application, Run DU, Lock loan
4. Everyday stuff – Check emails, make lunch, plan day, put out
fires
Understand Your Categories
Money Making Tasks
• These are marked as GREEN on your calendar
• All activities that help you generate referrals and leads to get
More Loans!!!
Money Making Tasks
1.
2.
3.
4.
5.
6.
Prospecting time
One on one meetings with Referral Partners
Meetings with New Clients
Return Phone call time
Teaching classes time
Marketing strategy time
Daily and Personal
• These are marked as BLUE on your calendar
• Items that you do daily, or not related to doing mortgage loans
1. Check Email
2. Lunch (unless with a referral partner)
3. Plan Day
Reactive/ Non-Money Making
• These are marked RED on your calendar
• Important enough to make it to your calendar,, but red as they
are not money generating tasks
1. Run DU
2. Lock Loans
3. Put out fires
Start making your schedule
Wake up and focus on YOU first. Never….Never….check your email first thing….Never
7-8 Jogging – coffee –shower
8-8:30 Kids to school, Me to work (listen to positive message)
8:30-9 Email, socialize
9-11 Call time – 9-9:30 all with loans in progress, 9:30 – 10 new leads, 10-11 current referral partners
11-12 Marketing stuff – make video, post on social media about my class, write as many hand written
notes as I can in an hour,
Get my “commitment letter” for Thursdays meeting ready
12-1 Lunch with a Partner
1-2 education, training
2-4:30 Read and React
4:30-5 Check Email
5-5:30 Plan tomorrow
5:30 Go Home!
5 Simple Rules
• If it’s on the calendar you HAVE to do it! You can re-schedule
but not cancel
• You must have 2 hours minimum of a $$$$ time
• Start with more flex time and then slowly decrease
• Tomorrow’s calendar is set before you go home today
• You have to have a quitting time
Set Up Your First Day
Key to Success
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•
•
•
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Don’t jump in both feet
Start slow, 2 days
Stick to your 2 days for 2 weeks then add a day
Stick to your 3 days for 2 weeks then add a day
Stick to your 4 days for 2 weeks then add a day
The question isn’t “Can You”…
The question is “WILL YOU?”