Do with these links what you will.

For many Brokers a version of this worksheet has become the cornerstone of their business. It's how they track their clients renewals, LTV's, refinance opportunities, greatest misses, referral partners, files in flight, total volume, commissions being paid, avg LTV, insurer ref #'s, etc.

An easy to use, low maintenance, zero cost tool that with just a few minutes per day of inputs can offer powerful insights and actions for your business today, tomorrow, and years down the road.

HERE's a link to the (infamous?!?) Excel DW Worksheet Template.

HERE's a link to the Oct 11, 2024 Zoom call walking through the what, where, when, how, and why of the various columns.

Make it a magical weekend!

P.S.
The Whistler BTBB Summit! - 110 days and we are on!

Review the agenda HERE
Lock in a seat HERE
Book a Room at the Hilton Whistler Resort (The Event Venue) HERE or
(a 5min walk from the venue) at the Delta HERE

P.P.S.

Happy Turkey Day!

DW