My agenda yesterday was:
Our locked pipeline
What does it look like?
What are the Real loans?
How are the changes we made last week working?
Robust evaluation and correction of changes we made last week
How are the changes we made last week in the working?
Warehouse line turn-over ratio
What has it been?
Are the recent quick purchases at trend?
Review of the Corporate Branch/Processing Center’s processes
Position Contracts
Work flows
Loan Officer performance
Notification to existing loan officers of change we are making with whom we will be working with in the future
Release of memo about what level loan officers we are now working with
Training and Equipping
21 Minutes class today is on the Law of Respect. This covers the 5 levels of leadership.
Note: please review these levels. What level are you on? 360 degrees?
The Call: a discussion group will begin Tuesday night – 6 to 7pm – to discuss the book “The Call,” by Os Guiness
What does it mean to “be Called and not driven?”
I will send out a separate email asking for your list of meetings you attend on a regular basis
Note: this is one important area in which we have improved during this “crisis” time.
AUS strategy scenarios
Training
Reports
Pull-Throughs
Approved: submitted vs approved
Funded: approved vs funded
Overall and by AE

I seemed to have drifted quite a bit because I was only Purposeful about 1. the 21 Minutes class, 2. a sneaker meeting with Scott about ProLender, 3. a few emails, and 4. a couple of discussions about warehouse lines. Well, I was Purposeful about drifting.

So, today, I’ll attempt to pay attention to the points above, plus warehouse lines and ProLender and some hiring practices. I’ll be sending some of you emails about specifics.

One thought though (more of a “reflecting forward” thing)….

Pragmatism is defined as “the idea that if something works, then do it.” Good behavior could be defined as “neglecting pragmatism and doing something because it is right, not because it works.


Danny