Mortgage Pro Podcast

KPIs - The Most Important Numbers to Monitor in your business Sunday is my usual day of the week where I'm starting to review my mortgage figures and what we've done as a team, what I've done individually, what each one of my individual advisors has done on a weekly basis. And, I actually thought it'd be useful for you to understand the metrics that I'm following ultimately for the sales, for the number of clients that we're dealing with, for the leads, and how that's going to impact on the overall year. And, equally, how I'm tracking this on a weekly, monthly, quarterly and annual basis. So, hopefully whether you're starting out, whether you've got a relatively small team, or whether you're running a large mortgage brokerage, this is going to be useful for you in order to be able to track your year, make more money, have better success, deal with clients better, and ultimately build longer-term relationships that are going to in turn build your mortgage brokerage. Key takeaways Profit first, because you can