Tag: Daily Success Plan

Here’s a small end-of-day routine that helps me stop bringing the business to bed with me (so I can actually sleep at night).

Years ago, I’d lie there at night, staring at the ceiling, running through every task I didn’t finish:

Did I return that agent’s call? What if the Smiths’ appraisal comes in low? Should I have followed up with that hot lead?

One night around 2:30am, I got out of bed, opened my laptop, and the lovely Mrs. White, half-asleep, asked:
“Are we really doing this again?”

That hit me.

I was never shutting off.

Now I’ve learned something:

High performers don’t just start strong — they finish well.

So here’s my shutdown routine I do every day:

1. Write down the 4 most important things for tomorrow
(I pull these off of my Brain Dump Daily sheet)

Not a full to-do list — just what moves the needle for me the most.
I do this before I log off, so my brain doesn’t have to keep track overnight.

2. Clear the digital clutter.
Close out all browser tabs.
Log out of email.
Power down if you can.

It’s a signal that the workday is done.

3. Send one thank-you message.
A borrower. A realtor. A teammate. Doesn’t matter.
Ending the day with gratitude resets everything.

Is this a cure for stress and sleepless nights?
Not exactly.But I’ll tell you this — I sleep better now.
And more importantly, I show up stronger the next morning.

You did enough today.
You are enough.

In this blog is a simple email for you to swipe and send to your list of Realtors that you want to work more with.

Let me give you the backstory first…

Years ago, I was meeting a Realtor for our first “coffee meeting”. 
At one point she said, “I’ve got a pile of old leads, but they’re probably dead.”

I said, “Mind if I follow up on a few of them for you?”
She laughed—”Knock yourself out, they’re all ghosts.”

So initially, she sent me 10 of them, and I called them.

And you know what happened?

A few were duds.
But two of them—TWO!—got pre-approved and closed within 60 days.
She handled the buyer side on both deals…
And even landed a listing from one of the referrals.

Let’s just say… I had a new best friend.

And yes, she sent me the rest of her old leads, and all of her new ones going forward ☺

That one simple act turned into a long-term referral relationship—
And a steady stream of closings I would’ve never seen otherwise.

Here’s how you can do the same thing, starting today:

Send this message to a Realtor you like working with (or want to):

——

Subject: I’ve got an idea for your old leads

Body:
Hey [Agent First Name] — do you have a list of leads that ghosted or fizzled out?

If so, I’d be happy to follow up on your behalf and see if I can warm any of them up again.
I’ll be professional, helpful, and if I get anyone re-engaged, I’ll hand them right back to you.

It’s just a simple way I can help you close a few more deals this quarter.

Want to give it a try?

– [Your Name]

——-

That’s it. Nothing fancy.

–Quick win
–Zero cost
–Zero pressure

And it positions you as the kind of loan officer every agent wants in their corner.

Do it today. Be helpful. Play the long game.

Let me know how it goes.