How often do you find yourself adding an item on your to-do list that that is related to working ON your business instead of IN it, only to have it remain unaccomplished because of the slew of other tasks you need to complete? Being a Mortgage Broker in today’s environment can be a tricky balancing act, especially up until the point that you have established systems and processes for a business model that is making you money and growing at the same time. Getting to the point of being able to say that your daily routines and activities are enough to bring home what you need and also drive growth can be a delicate balance to strike.
Being in an industry that requires you to be a salesman, a marketing department, an operations manager and a linchpin to the most significant financial decision of most people’s lives all in one is NOT EASY. Book your double my business Strategy Session with us today and find the leverage you need to do it all with a MyOutDesk Virtual Assistant.
Realizing that there are many responsibilities in your business that you do not NEED to take care of ALL BY YOURSELF is the first step. Look at your systems and processes and determine which ones can be done without your personal touch. Here are a few things to get you started:
– Online research, lead list building, and data entry
– Loan processing software management (Atlos, GoPaperless, LoanStacker, etc.)
– Loan document management from Loan Officer to Processor
– Mortgage lead follow-up (via phone, email, social media)
– CRM / autoresponder software management & support
– Mortgage lead generation (FSBOs, new listings, investors, etc.)
– General online marketing (social media, ad posting, etc.)
Mortgage Virtual Assistants can keep track of the day-to-day tasks of managing your loans inclusive of keeping track of principal and interest paid, responding to your inquiries, and processing your loan payments. Anything that does not require their physical presence can and should be delegated to them.
If you aren’t sure if hiring a Virtual Assistant is the best solution for you, as yourself the following questions:
Are there tasks I have to do that I really dislike or am not very good at? What are those tasks?
List them down and asses if they are something that you REALLY have to do yourself.
Are there tasks I do every day whose outcome WON’T change whether I do them myself or not?
List these down as well; chances are your answers to the first question will coincide with your answers to this question.
Is my time worth doing all these tasks?
What is your time worth? Are you a $1000 an hour person and are these tasks equal to your worth?
Am I becoming the bottleneck?
What could you be doing that will help you grow your business if you didn’t have to do the tasks you listed down in the first two questions? If you were able to do these things instead, how would it impact your business?
Does my hire HAVE to be physically present in my office?
Asses your lists again, do those tasks require a person to be physically present in your office? If I hire someone, do they have to be with me in my office? Is it worth driving-up overhead costs?
If you’ve asked yourself these questions and the answers make you want to make that shift, be sure to book your double My Business Strategy Session. We can walk you through a road map to success and find ways our MyOuDesk Virtual Assistants can bring you the leverage you need to move forward and grow your business.