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In this Wednesday Quick Tip, Carl White breaks down the simple morning meeting structure he uses to stay organized, keep loans on track, and avoid wasting hours in unnecessary meetings.
Carl walks through the three questions he asks his team every day to make sure leads are followed up, potential closing issues are addressed early, and tasks are delegated properly so he can stay focused on prospecting for new purchase business.
If meetings are eating up your day or you feel stretched trying to manage files while still growing your pipeline, this system will help you free up time and stay focused on what actually moves your business forward.
If you want help creating a clear plan to bring in more purchase loans right now, we will map out a complete strategy with you at no cost.
