Business Organization for the Mortgage Broker – A $0.75 Productivity Tool

Business Organization for the Mortgage Broker – A $0.75 Productivity Tool

I am always on the lookout for tips mortgage professionals can use to simply and organize their business. The more affordable these tools are, the better.

Here’s a business productivity tool I use, and it only costs 75 cents – it’s the post-it note.

Yes, I admit it. The idea that a post-it note can help you be more organized seems odd. In most time management and goal setting classes, we are encouraged to stop using post-it notes as to-do lists, and instead organize our to-do-lists in one place. I wholeheartedly agree with that advice.

I use post-it notes in other ways.

1. To create processes and systems.

   When I am working on documenting or systematizing a particular part of my business, I find that writing the steps on post-it notes makes the process easier and more efficient. I don’t have to focus on which step comes first, etc., all I do is write each step on a post-it note. I post the notes on a clean surface (ex., a whiteboard). Once I’m done, I can organize the notes, discard the ones that don’t fit, and then enter the steps into my computer. Using post-it notes easily cuts the time I spend documenting processes in half.

   Here are 2 ways I’ve used post-it notes to create systems.

   To create the step-by-step system to use to help my mortgage clients improve their search engine optimization results.

   For my annual business brain dump. When I launched my business over 8 years ago, I participated in an excellent, in-depth entrepreneurial training program.  This program included a “brain dump” exercise, where we were supposed to write down every thing involved in running a business. This exercise had a two-fold purpose: (1) to come up with an accurate estimate of how much time you need to spend in and on your business and (b) to start thinking of tasks you can outsource. 

2. To tag my notebooks.

   I use a hybrid system of Outlook tasks and a spiral bound notebook. All of my to-do items go into tasks, and my daily notes go into my spiral bound notebook. Each notebook, then, is a record of my activities during a particular time period. Occasionally, I’ll jot something in my notebook when I don’t have the time to type it into my computer.

So, give this mortgage productivity tool a good look.

Don’t miss the next post – Subscribe to this blog and get updates in your email.

http://www.twitter.com/mortgageva

JC Kiadii, Mortgage Virtual Assistance and Internet Marketing Services . 770-469-7385. Are you reaching out to the 87% of new buyers who start their search online? Our team provides results-driven mortgage Internet marketing services. Visit our website and sign up for the More Closings email newsletter to receive the report 6 Steps to More Referrals.