Wouldn't it be great if you could predict your business success? Or if you had a clear vision on how your actions and decisions are affecting your bottom line? This is exactly what you'll get a grip on in our discussion centered around understanding business numbers in mortgage brokering. We dissect the sales process, shedding light on the role of lead generation, fact-finding, and written business in your overall figures. We also demonstrate why tracking your numbers consistently across various time periods is critical to determine your conversion rate and identify what works best for your business.
Ever wondered how to keep a pulse on your business? We walk you through the significance of keeping an eye on key metrics such as pipeline turn, conversion from written to issued, and income. We'll clarify the necessity of adopting a rolling 12-month figure as a measure of conversion and why aiming for a minimum of 85% is essential for your business. And because we know that this journey can sometimes feel like a lone race, we remind you of the importance of enjoying your path as a mortgage broker business owner, focusing on your personal goals, and pacing yourself. We're here to support you, so don't hesitate to reach out with your questions, comments, or feedback!
I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
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