Tracking your numbers

I have always encouraged my coaching clients to track their prequal, application and closing numbers.  I talked quite a bit about this in my last Webinar, Turning Prospects into Money and you can find a copy of my Goal Setting and Tracking Form here. 

I know that we all do things a bit differently, so I enjoy seeing how other originators track their numbers.  During a recent coaching call, Brian Dunster with Mortgage Advocates shared what he uses in his business.  He has developed a spread sheet that tracks his conversions and average sales cycles from prequal to closing.

If you are interested in this excel spreadsheet, feel free to comment below (email addresses do not show up on comment, but allow me to respond back) or email me directly and I will send you a sample.  You may even want to take these two different ideas and tweak them to create your own system. 

Remember:  The simple act of keeping track will help you to be more effective and productive.

Comments

[Carrie Starks]

I would love to have a copy - thank you for sharing this!

[Steve SchraderBacher]

I just wanted to say "thank you" for your insight on marketing to realtors and clients. I love your ideas and I truly appreciate your willingness to share them with the masses :)

[Kristin]

I'd love a copy. Thanks for all you do, Bliss!

[J.T.]

Thank you! I really enjoy seeing what other loan officers do...

[Linda Downs]

I have been trying to figure out a good system and would love to see what Brian does. Thanks!

[Tara Hart]

I'd love to see the samples.

[Debbie Free]

I would love to see a copy, Thanks for sharing!!

[Tara Hart]

THANK YOU ~ I greatly appreciate the information you send.
Always thought provoking.
Always makes me more effective when I follow through.
Thanks for making a difference

[David]

can you send me a copy?

[Scott Evans]

I would appreciate seeing a copy of this sheet...always looking for more creative ways!

Thanks!

[Glenn Hoch]

Please send a sample, thanks

[Dan]

I have a track sheet but would love to see if this one is better. Please send a copy and thanks for all the great info always!

[Rita Wagner]

Thanks for sharing - I'd love to have a copy as well.

[Corlis Dobson]

Bliss,

I would appreciate a copy of this tracking form. I'm trying to automate my business as much as possible as well as "getting a handle" on my numbers.

Thanks
Corlis

[Christopher Daymon]

I currently have a system for tracking my numbers but I always love to see how other track their numbers to see if i can improve on my system.

[Ben Maxey]

I would love a copy, Thanks Bliss