Mortgage Blog

This is one of the topic from the book I am reading now, Getting Organized in the Google Era. The author said that he allocated certain time during the week to re-read the meeting notes, and the re-reading and rewriting the information will make it easier to encode/remember what was important.

On my excel file for my business and personal life. I have a tab for "loans" for the loans I am working on; "Done" for the loans I completed for all the past 13 years; and there is another tab for "Notes". For this "Notes" tab, I will record most of the conversations with my clients and my prospects about the loan programs they are interested, the pre-approvals for my clients, some of the lender programs I should pay attention, and  when the rate is lower, who I should contact with. And I re-visit the page only once in while.

After reading this paragraph, I think I need to allocate a time in each week to read my notes to see what is really important, or something I might forget. I just want to check how it works.