We’re 15 days away from Q2.

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It's crazy to think how fast time is flying. 

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Just 5 years ago was the onset of Covid-19 and the start to one of the greatest housing booms. 

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I believe we’ll experience another major housing boom in the next 12-24, but everything we reap today, we will certainly sow in the future. 

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That means one of two things for you right now:

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1️⃣ You’re on track to hit your 2025 requirements

2️⃣ You’re already behind (but still have time to fix it).

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Either way, now is the time to stop, assess, and adjust.

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Because the moves you make right now will decide whether Q2 is a launchpad… 

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Or a lifeline. 

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Let’s review Q1 the right way so you can hit Q2 running.

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🔍 Step 1: Ask the Hard Questions

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Most LOs don’t like doing this.

Most PEOPLE don’t like doing this. 

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But the best ones do this daily and weekly. 

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Carve out 30-60 minutes before April 1st to complete a look back.

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Take an honest look at your Q1 and ask yourself:

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✔ Did I build NEW referral relationships?

✔ Did I generate enough leads?

✔ Did I grow my pipeline of preapprovals

✔ Did I tighten up my two major points of sale?

✔ Did I execute my marketing plan, or just “wing it”?

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If you’re behind on any of these… it’s okay.

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Because now you know what needs to change.

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📊 Step 2: Identify Your Revenue Gaps

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If you’re off track, it’s usually because of one of these three gaps:

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1️⃣ Relationships: you’re either overselling a small audience and/or not tracking the quality and quantity of your target and active relationships. People = Pipeline

2️⃣Activity: if you don’t track, you don’t care. Period.
3️⃣Leads: Your top priority and intention every day is to generate one new lead. With this mentality, you will be intentional in everything you do. 

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So, where’s your gap?

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If it’s lead flow, you may need to know what type of activity, numerically, is required daily to become a successful Loan Officer and then track that activity (this is critical).

I will tell you that first-time trackers are shocked to realize how much time they waste.

It all starts with activity. 

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If your activity level is high and your quality lead count is low, it’s either your activity is with low-quality accounts, or you're having low-quality conversations with high-quality accounts. 

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With increased “green time” (activity), you’ll be required to have increased “platinum time” (learning) to sharpen your marketing, sales, and operational skills. 

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Most LOs learn on the job (shallow work), but very few learn outside the job (deep work). 

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Inspect what you expect. 

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Fix your biggest gap, and Q2 will look very different.

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⚡ Step 3: Build Your Q2 Power Moves

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What three things can you commit to doing in Q2 that will actually move the needle?

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(Not busywork. Real impact moves. MONEY moves.)

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Here are some ideas:

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🔹 Upgrade your referral strategy. Stop fully relying on Realtors, and start building relationships with Financial Advisors.

🔹 Tighten your forever follow-up value process. Leads aren’t the problem. Speed and persistence are. Fix your follow-up game and watch your closings increase.

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🔹 Launch that one thing you keep pushing off. Maybe it’s a new webinar, video series, a newsletter, or a community event…whatever it is, do it now.

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You don’t need 10 goals for Q2.

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You need three things that will change your business.

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Determine 

Commit. 

Execute.

Reflect.

Correct.

Execute. 

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Q1 is almost gone.

Q2 is already beginning.

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What you do in the next 15 days will determine if it starts with momentum… or a scramble to catch up.

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Are you ahead or behind?

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Either way, you control what happens next.

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You got this.

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