Mar 31 • General Discussion
Lead Tracker
One thing that jumped out was the Lead Tracker. It looks really cool.
I have the old G/Y/R Tracker from my Freedom Club days and its just a color mess, lol. But it tells me the conversions (ie pre-approvable leads, not necessarily funded) but it seems like yours does the same thing and has better flow metrics from lead to funding.
Some questions...
Are you meant to start a new workbook each month? Or Keep the Dashboard running for the year and add a new lead sheet each month?
3
8 comments
Lead Tracker
skool.com/level-up-lo
Close more loans & avoid burnout as a Loan Officer!
Step by step guide to hitting 10 Loans/Month working 25-35 hours a week.
Currently FREE to join!
Leaderboard (30-day)
1
+19
2
+12
3
+8
4
+8
5
+7
Powered by