Mid Year Review

By
Mortgage and Lending with Bay Equity, LLC 770-634-4021 NMLS #206275 GA 25689

Every business person should periodically review their goals, their successes and areas for improvement.  On June 30th I wrote a blog about those items that we should all review Half down, half to go!

Here is the list of items I suggested we review:

So, let's pull out that business plan and review the progress:

  • Are sales on track?  I am happy to report my closed loans are up almost 10% from my goals.
  • Is your marketing working?  My marketing efforts have been working very well for me.
  • Are you controlling your expenses?  I am slightly over budget, but expect the returns from those investments later in the year.
  • Have you completed your continuing education requirements? I have enrolled in my course and should have it completed by the end of August.
  • Have you attended any business building seminars?  Yes!  I have another 2 day session in September.
  • Have you expanded the number of your referral partners? Absolutely yes!  More on this later.
  • Have you tracked the number of referrals you have sent out? I track this on a monthly basis.
  • Are you reading enough business books? I generally am reading more than one at a time.
  • Are you staying on top of new technology? One area for improvement.  Thanks to my Active Rain friends, they keep me current.

Another 6 months to go before the end of the year.  I am on track to meet my goals.  How are you doing on your business plan?

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Kathy Sheehan Senior Loan Officer

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770.634.4021

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Bay Equity LLC

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11475 Great Oaks Way, Suite 350, Alpharetta, GA 30002

800.BAY.3703 Bay Equity LLC NMLS ID#76988


 

 

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The opinions and general information in this blog are soley those of Kathy Sheehan.  Specifics regarding an individual case should be discussed in detail with a loan professional.  For a confidential consultation, please feel free to contact me via phone or email.  All terms and conditions are subject to change.

 

Comments (13)

Vienna Bello
Liberty Realty, LLC - Jersey City, NJ
Real Estate Sales, Rentals & Consulting, GRI, SFR

Kathy , This is great.  I just decided to participate in the July Cloudburst challenge.  I wasn't sure where to begin for the "Mid Year Review". 

Hope you had a nice 4th of July weekend! :-)

 

Jul 07, 2013 01:59 PM
Debbie Gartner
The Flooring Girl - White Plains, NY
The Flooring Girl & Blog Stylist -Dynamo Marketers

That's great Kathy.  I'm so glad you are ahead of target.  We are as well, and it's a nice feeling.

Jul 07, 2013 08:33 PM
Kathy Sheehan
Bay Equity, LLC 770-634-4021 - Atlanta, GA
Senior Loan Officer

Vienna, happy to help.

Debbie, thanks it is a good to be on target.

Jul 07, 2013 10:50 PM
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Kathy, always nice to hear your sales have exceeded your goals for the year.   Best wishes on 2013 being a stellar year for you!

Jul 07, 2013 11:08 PM
Curtis Van Carter
Better Homes & Gardens Wine Country Group - Yountville, CA
Your Napa Valley Broker Extraordinaire

Kathy

You give one inspiration in what you have achieved. Hopefully a little will rub off and land my way. I am not one to do this on a regular basis but who knows, there is always today being the ......... cheers cvc

Jul 08, 2013 12:02 AM
Charlie Ragonesi
AllMountainRealty.com - Big Canoe, GA
Homes - Big Canoe, Jasper, North Georgia Pros

Hey Kathy it is good to see you are doing well. It has been a long and winding road for you for sure. Congrats

Jul 08, 2013 01:30 AM
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

Kathy, It sounds like the year is going well. I know there are more good things to come.

Jul 08, 2013 10:24 PM
Kathy Sheehan
Bay Equity, LLC 770-634-4021 - Atlanta, GA
Senior Loan Officer

Joan, thank you... so far so good.

Curtis, that is a lovely compliment

Charlie, that is an understatement!

Debbie, thank you!

Jul 08, 2013 10:45 PM
Donna Foerster
HomeSmart Realty Group - Parker, CO
Metro Denver Real Estate Assistant

Kathy~ Thanks for sharing these great questions. I'm going to jot them down and include them in my mid-year review and second half business plan!

Jul 13, 2013 09:02 AM
Kathy Sheehan
Bay Equity, LLC 770-634-4021 - Atlanta, GA
Senior Loan Officer

Donna, absolutely my pleasure.

Jul 13, 2013 09:46 AM
Bob Crane
Woodland Management Service / Woodland Real Estate, EXP - Stevens Point, WI
Forestland Experts! 715-204-9671

Thanks for the reminder Kathy, I need to do a mid year review soon, I suspect that I am a bit behind on a few items.

Jul 15, 2013 02:38 PM
ba`B Ratliff
Robert Ratliff Realty - San Antonio, TX
"Sold with Bob"

Kathy, congratulation your mid year report is looking very positive and reminds me I still need to write mine. Have a wonderful day and thanks for sharing your success.

Jul 25, 2013 08:57 AM
Kathy Sheehan
Bay Equity, LLC 770-634-4021 - Atlanta, GA
Senior Loan Officer

Thank you Bob.  I hope I inspired you to complete the task.

Jul 25, 2013 10:00 AM

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