Danny L. Smith
Life/Business Coach
and Mortgage Consultant
Consulting
People, Strategies, Operations and Sales
The most concerning aspect of building and maintaining a business is "what you don't know that you don't know" and/or "what you know and aren't sure how to effect a change for better results."
| Our In-The-Box mindset helps to unlock those ideas and strengths already within your organization. With a focus on blending the people, operations, strategies, and sales processes the following represent a highlight of our Consulting Practices |
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Sales Process
The real sales person in any organization is the person delivering the service and any given point in time
The real sales person in any organization is the person delivering the service and any given point in time
Strategy Process
To plan strategically is not an option, nor is a plan cut in stone. Planning is about scenarios. Stratgically lay out scenarios as much about preparing for the path as it is about preparing the path.
Total Loan Management tm (TLMtm )
Profitability in any organization is driven by the cost to produce a unit or product. In mortgage lending this is called "the number of closings per staff personnel." TLM increases the number of closing per staff personnel by layering the file management instead of the typical "staged" process of mortgage work flows.
A typical mortgage file sets untouched over 70% of the time; TLM teaches you how to efficiently touch every file, every day.
Policy and Procedures PIM
Today's environment demands proper controls and written policies and procedures are paramount to establishing the proper system of evaluation and correction. A company's properly Prepared, Implemented, and Maintained Policies and Procedures will enable better results through increase communication, evaluation and correction.
We specialize in helping our lender clients identify, write, implement, and maintain the proper policy and procedures.
Today's environment demands proper controls and written policies and procedures are paramount to establishing the proper system of evaluation and correction. A company's properly Prepared, Implemented, and Maintained Policies and Procedures will enable better results through increase communication, evaluation and correction.
We specialize in helping our lender clients identify, write, implement, and maintain the proper policy and procedures.
Contact Relationship Management (CRM)
The most important marketing available to any organization is the properly trained use of good contact relationship management (CRM).
Robust Evaluation and Correction
Recognizing and proper handling of poor performance (problem) should be part of any organization's core ideology and culture. Many managers and leaders make it a point to look for problems but then fail in the "what to do about it stage," even to the point of doing nothing until it is too late.
Whether a passive or active recogniztion of a problem, an organization should have a process to evaluate and correct.
This part of our People Process includes such aspects as: Respond-Don't React, Confront the Event-Not the Person, Seek Clarity, and Expect the Best.
Trust, but Verify
Ronald Reagan
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