Streamline Your Mortgage Process with airSlate SignNow's CRM Pipeline Management for Mortgage

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my opinion how i manage my pipeline and how a lot of these guys manage our pipeline is that if you make it onto my calendar you earned it same philosophy goes with if you get into the los system you've earned it because they're not just pushing everything to encompass right because there's a lot of phone calls you just got to weed out maybe doesn't get that far yeah right but if you get to los i'm working i'm spending time you're moving you're moving to my calendar and that calendar is going to progressively move through certain milestones so milestones on the calendar is going to be like a color system right so if i have let's say if i talk to you in my origination period and then i got a deal i could source up the deal i could structure there's something there that i can give you you've earned a spot on my calendar and then now you're basically moving to my close period but now you become a green like i use green because when i look at my calendar i'm going to see multiple appointments right so there's going to be different slots and things happening but if you stand out and you're green i know i can't move that i have to be solely focused on your appointment make sense but if you're not green i can move it it's like a priority list yeah and so your calendar should be filled up with these things where let's say if you get into my calendar you're on my closed block and you're green means i'm pitching you if i didn't close you then you turn yellow right and then you move to the next day or whatever time to follow up because yellow just basically means a little bit of a slower process i got to slow down in my opinion like that's just a system that i use but nonetheless it's still important if it's now let's move to spontaneous variable objectives like fires right so i'll paint it red meaning that that is something that i need to stop and handle now the tedious tasks like putting out fires we call them kissing the frog like the conversations you don't necessarily want to have yeah the best time to do that is in the morning because you're amped you're revved you know i mean like you need to get it off your plate to clear your mindset for the rest of the day because you don't want it lingering on where most loss will kind of push that off to get warmed up when that's actually sitting on your conscience and then it's affecting the rest of your production connected to sales remastered