Take note of any tasks that were not completed the day before. Create a daily to-do list and determine which tasks are the most time-sensitive. Any issues with a file that require help from underwriters or processing should be addressed asap and not left until the end of day.

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Review your calendar to see which appointments you have for that day. Commit to showing up on those booked appointments.

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For leads who have started the application process but have not yet sent in the required documents: Reach out to them and ask if they need any help sending in documents. You can use the “Docs Requested Follow Up” template when reaching out to these leads.

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For leads who booked an appointment with you but didn’t show up: Reach out to these leads to get them rescheduled. You can use the “No Show Follow Up” template when reaching out to these leads.

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Leads that fall under the “In-Contact” stage are waiting on you to respond to their latest message or phone call. Make sure to respond to them in a timely manner. If the lead last contacted you via email, you should respond to them via email. If they last contacted you via text, respond via text. If they last contacted you via phone call, respond via phone call.

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For “New Leads” who have entered your pipeline but have yet to schedule an appointment with you: Use your powerdialer feature to quickly and efficiently call this list of leads. To learn how to effectively powerdial leads, click here.

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