Welcome to Monday, everyone! Every week, we get a fresh start. It’s another chance to sharpen our skills and grow as loan officers. The calls we make Monday through Thursday are more than just tasks—they’re opportunities to build relationships, refine our strategies, and generate more business.
Monday: Real Estate Partner Calls
Mondays are all about connecting with our real estate partners. Whether it’s scheduling an appointment with someone new or following up with an agent you’ve already met, today’s calls are crucial for building and maintaining those valuable relationships. Use this time to make a great impression, offer value, and, most importantly, ask for business. Every conversation is a step toward growing your referral base.
Tuesday: Active File Updates
Tuesdays are dedicated to the deals already in motion. Calling everyone in your active files—borrowers, co-borrowers, agents, even the closing officer or insurance agent—helps you stay on top of each deal and builds trust. Make sure they know where things stand and then ask, “Do you know anyone else who could use my help?” It’s an efficient way to both manage your pipeline and generate referrals.
Wednesday: Past Client and Sphere of Influence Calls
Wednesdays are for reconnecting with your past clients and people in your sphere. These calls aren’t just a way to stay top of mind—they’re a way to remind people you’re still there to help. Whether it’s a simple “I was thinking about you” or a gentle reminder that you’re available for referrals, these conversations keep your network strong and engaged.
Thursday: Pre-Approved and Looking Calls
Thursday is all about checking in with your pre-approved clients who are still looking for their home. These borrowers may not be in contract yet, but staying in touch keeps them motivated and confident in their decision. While you’re at it, reach out to the realtor who referred them and strengthen that relationship. Don’t forget to ask both for referrals—it’s a perfect opportunity.
Closing Thoughts: Consistency Breeds Success
At the end of the day, success in this business comes down to consistency. Every call we make, every relationship we build, every referral we ask for—it all adds up. This week is a fresh chance to double down on the basics, fine-tune our approach, and push ourselves toward bigger goals. Let’s make each call count, keep our focus sharp, and go after the business that’s out there waiting for us!