We’re officially wrapping up the first quarter of 2025, and you know what that means:

It’s time to pause, reflect, and recalibrate.

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Because if the year hasn’t started quite the way you envisioned, don’t panic.

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We’ve still got nine months to turn things around and crush your goals.

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Here’s the thing:

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Top-performing Loan Officers don’t just wait until December to evaluate their progress.

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They regularly review what’s working (and what isn’t) so they can adjust and level up as the year goes on.

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So if you’re ready to do what top producers do, let’s make this Q1 review your springboard for success.

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Here’s your Q1 Post-Mortem Checklist:

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Lead and Prospect Acquisition:

• How many new leads did you generate?
• Where did each new lead originate from?
• How many active pre approvals are in your pipeline?

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Lead-to-Lock-to-Loan Ratio:

• What was your percentage from Lead-to-Layout? This means how many new leads were appointed for an Initial Loan Consultation (layout)?
• Lead-to-Look: how many leads converted to Preapps (TBD looking)?
• Lead-to-Lock: how many leads converted to Locks 

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Team and Company Efficiency:

• How has your team performed in Q1?
• Are there bottlenecks or inefficiencies slowing things down?
• Is your company supporting you?

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After your Q1 review, it’s time to act.

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Here’s how to set yourself up for the rest of the year:

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Adjust Your Metrics

If you’re behind, don’t abandon your yearly goals.

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Instead, recalculate your targets for Q2 and beyond. 

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For example:

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If your original goal was 100 loans in 2025, but you’re at 20 instead of 25, adjust your monthly target to hit your stretch goal by year’s end.

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Work backwards:

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The average Lock-to-Loan percentage right now is about 15%.

Meaning if you want to close 5 loans in one month, you must generate about 35 leads monthly.

Speaking of leads…

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Double Down on Lead Generation

Leads are the lifeblood of your business, and hitting your numbers starts here.

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Start saying this every morning when you sit at your desk:

“I will generate ____ leads today”

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Harness your attention and intentionality on what you are employed to do: generate new business. 

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Streamline Your Systems

Is your CRM helping or hindering you?

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Is your calendar set up to prioritize revenue-generating activities?

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If not, spring clean your systems now so you can focus on what truly matters.

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Here’s the bottom line:

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A strong Q1 reflection isn’t just a look back; it’s a roadmap for the rest of the year.

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Take an hour this weekend to review your progress, recalibrate your plan, and position yourself for a breakthrough 2025.

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Let’s crush Q2, there will be less Loan Officers on 7/1/25, now is the time to approach your business like a CEO. 

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Amir

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