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I don’t get it.

In my business–you do the same three things over and over again.  With only a couple of exceptions, I’d guess that EVERY Business does the same 3-10 things over and over again.

So why do people act like it’s the first time, every time–with everything they do?

Taking an application is the most important part of what a loan officer does.  Period.  Asking the questions that reveal the truth about the individual’s situation, and getting the docs that confirm the loan application.   Still, loan officers get to the application process and stammer and stutter, and don’t ask questions in the right order, and are confused about it all.

Why can this be?

There are 8-10 things that are iterated that are predictable, and that are the cornerstones–fundamentals–of our businesses.  Let’s identify them, break them down, figure out what the best practice is and execute.

WE get the same questions every day.

We have the same problems.

Why not have the BEST and most PREPARED answers to the problems that we know we’re going to face?