We all have the same number of minutes every day and week.

How we use those minutes can greatly impact our success and bandwidth to hit and exceed our goals. How much more can you get done in a day if you had an additional 10 minutes? What if you multiplied that by 5 or 10? How would your work / life balance improve if more of your time was spent handling the activities that you are great at and automating those that are just time consuming and or repetitive.

Especially in today’s fast-paced world and the market we see ourselves in, now is the time to make sure your time is spent moving yourself forward. “Green time (sales productive time) vs Red time (non-productive time)”. Think of your loan process from lead coming in to after closing. You should have an email template for every step. Instead of spending precious time typing the same email over and over, have an outlook template ready for each step. You have the milestone emails that get sent out but that only covers some of the communication points and only once a loan is in process.

Lead coming in – Thanking the referral partner
After the first call – Pre-Application
Application submitted – For the buyer. For the referral partner
Documents needed (still needed)
Submission, processing, UW, Initial CD, Clear to close, Final CD, closing, post-closing and annual mortgage checkup……

What are the questions you get asked the most from clients? From referral sources? Do you have an email template that answers these questions?

Start using AI (ChatGPT), like we have spent the last few weeks discussing, to jump start your templates. Most can be handled quickly with AI and then spend a few minutes personalizing it once, to fit your style. Schedule some of your social media posts weeks and months in advance.

By automating ordinary tasks, you can significantly increase your productivity. With more time on your hands, you can focus on important projects, personal growth, or spending quality time with loved ones. Automation allows you to delegate repetitive or time-consuming tasks to machines and templates, freeing yourself to tackle more meaningful and challenging endeavors. For instance, scheduling social media posts in advance can save hours of daily effort and allow you to concentrate on engaging with your audience or meeting with your partners.

In a time where efficiency and productivity are highly valued, automating the ordinary offers a practical solution to reclaiming our most valuable resource: time. By leveraging automation, we can streamline our lives, improve productivity, achieve a better work-life balance, reduce stress, and open up opportunities for personal growth. As technology continues to evolve, it is crucial to embrace the potential of automation and use it as a tool to enhance our overall well-being. By freeing ourselves from the burden of routine tasks, we can truly focus on what brings us joy and fulfillment in life.