3. Working SMARTER not
HARDER
Keep track of what you are wasting time
on.....THEN YOU CAN
PLAN
FOCUS
EXECUTE
4. being PROACTIVE not
REACTIVE
Being proactive means that you are planning ahead and
anticipating problems.
Being reactive means that you are waiting for problems to appear
before addressing them.
“The more knowledge you have , the more proactive you become
since you have the tools and experience to ANTICIPATE” –Robyn Fair
5. SHARE of
KNOWLEDGE
Day 1: Let me ask the uw to advise
Day 2: Let me ask the uw again to
advise
Day 3: Hold on..sorry no response- still
waiting ….
Day 4: Sorry, the uw is at lunch now…
Day 5: I asked her manager…
Day 6: Sorry her manager is at lunch
now …
Day 7: They ‘re both on vacation…let
me ask another manager
Day 1 : “Hello, on this file we actually
don’t need a PUD Questionnaire for
FHA just status of the HOA fees”
Day 2: RECEIVED HOA CONFIRM
Day 3: CLEARED TO CLOSE
Day 4: “KUDOS AWARD”
VS.
ISSUE: Client asks a specific question on a FHA
loan
“Do we need a PUD Questionnaire and if so please
send me your specific FHA PUD Questionnaire form”