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What I do every quarter (that most LOs skip)

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July 5, 2025

Vintage typewriter surrounded by floating fragments in a dark, red-tinged environment.

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!