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5 Things to Do Right Now to Get Business Next Year!

Have you ever walked in your office in the morning wondering where your business is coming from?


Written By: Karen Deis

The holidays are traditionally slower times for home sales. The refinance business usually picks up after the first of the year - when people realize what they spent over the holidays.

For the next 45 days, why not concentrate on next year's business and be ready to go on January 2 with your marketing plan in place for the next quarter.

Here are 5 things you can do right now.

#1 - Update Your Database

It will be next to impossible to do the next 4 things unless your database is up to date. Gather all your closed loan files and make sure you not only have the names and addresses updated, but also the loan type, interest rate, term of the loan, appraisal value, name of the lender (if the loan has been sold), names of real estate agents (if purchase), appraiser and insurance agent. If you don't have the time, hire a high school or college student to enter the data for you. Even if you have to use Outlook or Excel for now - you have got to start sometime and both formats will easily import to database systems.

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Karen Deis - Publisher