Episode #6 – Planning: Building, Resetting and Reviewing Your Goals – with Josh Sigman. Many loan officers and their teams blame their poor execution and performance on the environment – how well rates are, how much inventory there is in their market, among others.
In this episode, Josh Sigman and Steve Kyles talk about how success isn’t blaming the environment but better matching your plan to the environment. Maybe you’re focusing on rates in a low inventory market, when you should be focused on your builder relationships, because they’re the ones doing so well.
Secondly, how well are you executing your plan? Are you doing the things you know you need to do, like following up with customers after closing or calling new leads? Managing your goals is a vital piece to a loan officer’s ongoing success in any market and in any environment.