• Elite Escrow Coaching Mandatory Monthly Worksheet

  • Instructions / Requirments

     

    1. Schedule and complete your Fast Fifteen time block daily.  Utilize your Fast 15 spreadsheet every day, and complete this worksheet at the end of the month!

    2. Schedule and complete your Daily Huddle time block with your team (or have a self-check-in) daily.

    3. Meet with your Sales Representative or Sales Team once weekly to discuss Cross Sales Leads and Targets, revise your Target List, make Target Calls, and review your current numbers in relation to your goals.

    4. Every week, schedule a time to meet with your Escrow Team (you and your assistants) OR plan a Self-Check-In.  

    5. FOCUS on utilizing the best practices you adopted during coaching, and complete this worksheet once MONTHLY!

    _______________________________________________

  • Daily Fast Fifteen

  • Touch Point Calls 

    (Have you been consistently making the below types of calls this month?)

  • Call to Buyer/ Seller at Open (Intro)
  • Call to Directing Agent at Open
  • Call to Non-Directing Agent/Lender at Sale
  • Call to Agents/Lender at Close
  • Call to Agents 12 Days Prior to Close
  • Call to Agents at Prelim Review with Status if Red Flags
  • Recap for the Day Call to both Agents

  • Touch Point Calls 

    (Have you been consistently making the below types of emails

    this month?)

  • Email to Directing Agent at Open
  • Email to NOn-Directing Agent / Lender at Sales
  • Closing Soon Email to Both Agents and Lender 12 Days Prior to Close
  • Email to Agents at Prelim Review with Status if No Red Flags

  • Reach150

    (Have you been consistently sending out Reach 150 Recommendations this month?)

  • Send Via Reach 150 Site at Close

  • Mandatory Notes / Comments / Items to Discuss with your Coach:

    (Any major Wins/Challenges? If you haven’t been doing your Daily Fast 15 consistently, why not?)

  • Daily Huddle

    This is a QUICK check-in to get everyone on the same page.  Please cover the following items during your check-in. This meeting should be a drill down.  Keep your time limited to about 5 minutes.

  • Action Items

    (Have you been consistently taking care of the following action items during your daily huddle this month?)

  • Quickly go over what everyone has on their plate and see what can be delegated.
  • Make an action plan for the day.
  • Make sure no one is stuck or has any questions.
  • Make sure to show your team (or your office mates) some GRATITUDE!

  • Weekly Meeting with Sales

    This meeting should be a drill down.  Discuss each topic for a few minutes and move onto the next.  Keep your time limited to 20 minutes.

  • Was this meeting scheduled weekly and consistently attended by all parties this month?

  • Discussion Topics

    (Have you been consistently covering the following discussion topics during your weekly meetings this month?)

  • What do you want to learn?
  • Client CHALLENGES or Complaints
  • Client WINS or compliments
  • Office Challenges
  • Growth Opportunities / Target Focus
  • Growth Opportunities / Target Focus
  • Discuss Cross Sales / Plan of Action / Accountability / Expectations
  • Action Steps
  • Share ideas, classes, etc.
  • Are we taking credit for our brilliance?
  • Express gratitude.
  • Motivation/ Inspiration / Quote / Short

  • Action Items to Complete:

    (Have you been consistently taking care of the following action items during your weekly meetings this month?)

  • Have Sales send out your campaign cards.
  • Let your coach know (via email) about any changes to your Target or Existing ClientLists in EDesk.
  • Make Joint Target Calls with your Sales Rep.
  • Send out Reach 150 requests via the Reach 150 site to Agents/Lenders/Principal/TCsand/or Assistants at Close.
  • Discuss your numbers with Sales in relation to your goal.

  • Action Items to Complete:

    (Have you been consistently taking care of the following action items during your weekly meetings this month?)

  • Have Sales send out your campaign cards?
  • Let your coach know (via email) about any changes to your Target or Existing ClientLists in EDesk.
  • Make Joint Target Calls with your Sales Rep.
  • Send out Reach 150 requests via the Reach 150 site to Agents/Lenders/Principal/TCsand/or Assistants at Close?
  • Discuss your numbers with Sales in relation to your goal.

  • Going Above and Beyond

    (Have you been consistently taking care of the following action items during your weekly meetings this month?)

  • Plan / Schedule an Escrow Class to teach together.
  • Ask 5 Existing Clients to refer you to someone in their office.
  • Send out Client Retention Emails.
  • Send out Thank You Cards to both agents at close.
  • Schedule PEP (Personalized Escrow Plan) Meetings with 1-2 Existing Clients per week and ALL new clients.

  • Mandatory Notes / Comments / Items to Discuss with your Coach:

  • Weekly Escrow Team [OR Self] Meeting

    This is a quick weekly meeting to regroup and get everyone on the same page. Please cover the following items during your team or self-check-in. This meeting should be a drill down.  Discuss each topic for a few minutes and move onto the next.  Keep your time limited to 20 minutes.

    _______________________________________________

  • Was this meeting scheduled weekly and consistently attended by all parties this month?
  • Are you all utilizing SPS Tasking to the fullest extent that you are able?
  • Are you all utilizing Smart View to the fullest extent that you are able? [
  • Are you all utilizing EPU to the fullest extent that you are able?
  • Are you all focusing on ONE task at a time?
  • Have you all been making sure to reset and maintain proper client expectations in relation to email response times?
  • Have you all been efficient in your team's organization and work flow with phone and email?
  • Does everyone on the team have a clear vision of what their role and responsibilities on the team are?

  • Action Items

    (Have you been consistently taking care of the following action items during your weekly meetings this month?)

    _______________________________________________

  • Quickly go over what everyone has on their plate and see what can be delegated.
  • Make an action plan for the next week.
  • Make sure no one is stuck or has any questions.
  • Decide what training is needed. (Do you or anyone else on your team need to take a Smart View class? Do you need to train an assistant on a certain skill? If so,create an action in Coach Accountable and make it happen!)
  • Make sure to show your team (or your office mates) some GRATITUDE!

  • Finally, please report YOUR OWN progress on your FOCUS Exercise...

    Every day, you should:

    • Focus on only ONE task at a time.
    • Close out your email completely while working on a task.
    • Check your email only during "gap time" between working on tasks!
    • Have only ONE file out at a time. (Keep your desk clean!)
    • Give 100% of your attention to the person you are talking to on the phone.
    • Time block different tasks and stick to those times.
    • When necessary, close your door to block out distractions. Consider establishing office hours.

    _______________________________________________

  • Should be Empty: