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From Action to Impact:Time Management for Originators
May 2020
©2020 Genworth Financial, Inc. All rights reserved.
Customer EducationBrought to you by: Genworth Customer Development and Process Consulting
From Action to Impact: Time Management for Originators
How do you want to feel at the end of each day?
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From Action to Impact: Time Management for Originators
How to make that happen.
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From Action to Impact: Time Management for Originators
How to make that happen.
Identify what is important to YOU.
Identify impactful actions over busy actions.
Review Tips and Ideas for Time Mastery.
Identify one tip and idea to implement.
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From Action to Impact: Time Management for Originators
We all have 168 hours in a week. What differentiates us is how we use that time.
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From Action to Impact: Time Management for Originators
Track your time.
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From Action to Impact: Time Management for Originators
20%
80%20% of the average workday is spent on “crucial” and “important” things, while 80% of the
average workday is spent on things that have “little value” or “no value”.
-DataQlick Inventory Management
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From Action to Impact: Time Management for Originators
Track your time.I
III
VI
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I
III
VI
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15 mins.
30 mins.
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From Action to Impact: Time Management for Originators
Track your time.That 20 minutes a day you spend on
Instagram just scrolling … adds up to 5 days per year.
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From Action to Impact: Time Management for Originators
Track your time.Using time-diary studies, it was
found that people claiming to
work 60 to 69 hours per week
clocked an average of 52.6
hours.Prof. Robinson, 2006-2007 comparisons, American Time Use Survey,
Bureau of Labor Statistics
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From Action to Impact: Time Management for Originators
Track your time.Those who
believed they worked 70-, 80-hour or greater weeks totaled 58.8 hours.
Prof. Robinson, 2006-2007 comparisons, American Time Use Survey, Bureau of Labor Statistics
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From Action to Impact: Time Management for Originators
https://lauravanderkam.com/
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From Action to Impact: Time Management for Originators
IdeaKeep a list of tasks that you can do in 10 minutes and 30 minutes for times when you are waiting!
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From Action to Impact: Time Management for Originators
Impact Tip 1
Time Block
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From Action to Impact: Time Management for Originators
Time BlockA schedule that can help you manage your time better. You focus on finishing big and small tasks one at a time.
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From Action to Impact: Time Management for Originators 15
From Action to Impact: Time Management for Originators
Create schedule on most difficult week.
Keep blocks coordinated by color for easy review.
Keep professional and personal schedules in one location.
Put your goals and your steps for impact on your calendar.
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From Action to Impact: Time Management for Originators
Idea
Keep your lunchtime. It fuels your body and your creativity.
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From Action to Impact: Time Management for Originators
IdeaLombardi Time. Arrive 15 minutes early to meetings and events to reduce stress and make key business connections.
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From Action to Impact: Time Management for Originators
Impact Tip 2
Make Monday Your Most Difficult Day
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From Action to Impact: Time Management for Originators
Which Day is The Most Stressful
Day of The Week?
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From Action to Impact: Time Management for Originators
Which Day is The Most Stressful
Day of The Week?
Tuesday
mappiness blog
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From Action to Impact: Time Management for Originators
Make Monday The Most DifficultDay of The Week…
And Friday The Least Difficult Day of The Week.
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From Action to Impact: Time Management for Originators
80% by Wednesday
Try to complete 80% of your to-do list by Wednesday and then use Friday to organize, prepare and create mental separation.
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From Action to Impact: Time Management for Originators
Idea
Monday through Thursday, spend the last 15 minutes preparing for the next day.
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From Action to Impact: Time Management for Originators
Create A Plan
Impact Tip 3
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From Action to Impact: Time Management for Originators
Create A Plan
Plan:
A detailed proposal for doing or achieving something.
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From Action to Impact: Time Management for Originators
Create A Plan
# 1 # 2 # 3
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From Action to Impact: Time Management for Originators
Create A Plan
# 1 # 2 # 3
1.
2.
3.
4.
5.
1.
2.
3.
4.
5.
1.
2.
3.
4.
5.
People Involved: People Involved: People Involved:
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From Action to Impact: Time Management for Originators
Plan for results.
List steps that move you closer to the results you want.
Schedule the steps on your calendar.
Do the most important steps first.
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From Action to Impact: Time Management for Originators
Wake Up Early
Impact Tip 4
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From Action to Impact: Time Management for Originators
Wake Up Early
What would you do if you had an hour to yourself?
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From Action to Impact: Time Management for Originators
Wake Up Early
But go to sleep early too.
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From Action to Impact: Time Management for Originators
Wake Up Early
Invest time in yourself.
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From Action to Impact: Time Management for Originators
Idea
Exercise. It reduces stress and makes you more resilient for the remainder of the day.
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From Action to Impact: Time Management for Originators
Most Impactful Things First
Impact Tip 5
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From Action to Impact: Time Management for Originators
Most Impactful Things First
Decisions
Crucial Conversations
Strategizing
Analyzing
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From Action to Impact: Time Management for Originators
Most Impactful Things First
We all have limited energy – devote it to actions that will make an impact. Create routines around everything else that is not core to your mission or goal.
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From Action to Impact: Time Management for Originators
Focus on Excellent Communication
Impact Tip 6
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From Action to Impact: Time Management for Originators
Focus on Excellent Communication
Emails
Phone Calls
Voicemail and Messages
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From Action to Impact: Time Management for Originators
Emails
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From Action to Impact: Time Management for Originators
Theory of Primacy.
Strong subject line.
Focused.
Scannable.
Professional.
3 and then phone.
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From Action to Impact: Time Management for Originators
IdeaWhen using email to network…email opens increase after 12 pm. The most active period being 2 –5 PM.
-HubSpot
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From Action to Impact: Time Management for Originators
Idea
Tuesday emails have the highest open rate compared to other days.
-Experian
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From Action to Impact: Time Management for Originators
Phone Calls
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From Action to Impact: Time Management for Originators
Prepare.
State your purpose.
Listen.
Review/Summarize.
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From Action to Impact: Time Management for Originators
Voicemail and Messages
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From Action to Impact: Time Management for Originators
Voicemail
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From Action to Impact: Time Management for Originators
Name and Company.
Options for reaching another person.
When call will be returned.
Gratitude.
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From Action to Impact: Time Management for Originators
Idea
Use your voicemail to establish expectationswith your customers.
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From Action to Impact: Time Management for Originators
Messages
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From Action to Impact: Time Management for Originators
Practice.
17 – 20 seconds.
Give context.
State name and number at beginning and end of call.
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From Action to Impact: Time Management for Originators
Utilize Your Resources and Partners
Impact Tip 7
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54From Action to Impact: Time Management for Originators
What is Mortgage Insurance? Who does Mortgage Insurance insure?– Insures the LENDER not the borrower – MI required on conventional loans sold to Fannie Mae or Freddie Mac when *LTV
is greater than 80%– FHA and VA loans are insured by HUD or the Veteran’s Administration– Different types of MI products are available– Investors/Lenders restrict the “type” of MI they allow– Every MI rate is filed as required by applicable state law– Genworth is an approved MI provider by Fannie Mae and Freddie Mac– MI is Not life or credit life insurance
Genworth Underwriting Guidelines
Genworth Rate Express®
LOS Connections
Training Tools and Information
Training Tools and Information
59
Additional MI Site Information
ActionCenter®: 800 444.5664
Your Local Genworth Regional Underwriter
Your Genworth Sales Representative
Your Genworth Resources
Legal Disclaimer Genworth Mortgage Insurance is happy to provide you with these training materials. While we strive foraccuracy, we also know that any discussion of laws and their application to particular facts is subject to individual interpretation, change, and other uncertainties. Our training is not intended as legal advice, and is not a substitute for advice of counsel. You should always check with your own legal advisors for interpretations of legal and compliance principles applicable to your business.
,GENWORTH EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR IMPLIEDINCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE RELATED TRAINING. IN NO EVENT SHALL GENWORTH BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES OF ANY KIND WHATSOEVER WITH RESPECT TO THE TRAINING AND THE MATERIALS.
Genworth Mortgage Insurance Offers A Comprehensive Suite Of Training Opportunities To Boost Your Know-How, Benefit Your Bottom Line, And Serve Your
Borrowers Better. Visit mi.genworth.com To Learn More.
Collateral Underwriter®, Home Ready® and Desktop Underwriter® or DU® are registered trademarks of Fannie MaeLoan Product Advisor®, Home Possible®, Loan Collateral Advisor® and Home Value Explorer® (HVE®) are registered trademarks of Freddie MacActionCenter®, Homebuyer Privileges® and Rate Express® are registered trademarks of Genworth Mortgage InsuranceSimply UnderwriteSM is a registered service mark of Genworth Mortgage Insurance
