#
108
What I do every quarter (that most LOs skip)
|
July 5, 2025

Every quarter, I do one boring (but powerful) thing:
I audit everything.
It’s not sexy.
But it makes me money.
And it saves me time.
Here’s what I review:
📊 Points-of-Thought (Marketing)
How many total Realtors am I connected with on FB and IG?
How many total Reatlors are subscribed to my email newsletter?
📊 Points-of-Sale (Sales)
Where did every deal come from?
Which partners sent more than 1 lead?
What is my lead-to-preapproval ratio?
📊 Points-of-Leverage (Ops)
Who do I need hire, promote outwards (a nice way of saying “fire”).
What technology do I need to better master?
📊 Points-of-Freedom (Finance)
What is my average commission per loan?
What is my year-to-date total gross commission?
Where can I shave expenses?
📊 My Time & Energy
What did I spend the most time on?
Was it high value… and low value.
Who sucks the energy out of me?
This whole audit process takes about 2-3 hours.
But the clarity it gives me?
Worth thousands.
Don’t guess what’s working.
Measure it.
Then double down on what drives results -- and cut what doesn’t.
Quarterly audits = quarterly growth.
LessssssGO!

