My goal is for PowerCore Members to make money. 

When someone shares that they aren't, I go look at two reports:

1. First, I check the referrals report to see if they are initiating coffee appointments. That's a common denominator for the people who generate referral relationships.
2. Next, I look at what information they prioritize:  if they attended Orientation Essentials and InfoMinute Seminar, and nothing else - they're missing the components to become fluent in referral language.
   
   

Then I go look at my notes from my last visit to their Team (I take good notes!) to see if anything stands out. 

Finally I look for clues about whether this person is blaming their results on  <could be anything>  or is willing to take the action to earn referrals.   

Many years ago I was assigned an office with a plaque on the wall that said "If it is to be, it is up to me." That principle has power.

One of the most valuable reports I have in my business is a prospect's Financial Snapshot.

I have them fill this out and return it to me before our initial consultation, and it provides very valuable information about their financial situation and gives me information so I can properly prepare for our discussion.

It is also very useful for them, because in many cases, they have never taken the time to write down their current finances.  This can be very informative and eye-opening to help them see the truth about their situation.

One report that’s essential in my business is the ElderCare Summary email I send after every consultation with a family. When clients are sharing intimate—and often painful—details about their parents’ health, finances, and care needs, they don’t always retain everything we’ve discussed.

This summary is a welcome reminder of everything we discussed. It organizes what they shared with me, highlights the care criteria we’ll use to identify a solution (either senior living or aging in place), and outlines the next steps.

 

It nourishes my clients by giving them clarity. They can forward it to siblings, refer back to it when stress clouds their memory, and trust that there’s a plan in motion. It’s more than a recap—it’s a reassurance that they’re not navigating this alone.

The Goal for my Loan Officers is to get a Commisson Check.

If My Loan Officers aren't receiving a Commission Check, I go to my Company's Application Report. I ask my Loan Officers to take 2 Application per day. If  they setthe goal to assist 2 clients a day, I can pretty much ensure my Sales Team that they'll receive a commission check. 

In the Mortage Industry we have the ability to offer varies Mortgage Products. We can assist with Purchasing and Refinancing opportunities. The most important thing we can do is listen to our clients needs. If we have a client that is Self Employed and they write off all they're income, I can offer Bank Statement or No Ratio Loan. If that same client is an Investor and is looking to refinance a Investment Property and write off all their income I can offer DSCR. 

The goal is to listen to our clients needs to provide solutions to their needs. 

 

One essential "vitamin" for my business is the monthly Profit & Loss statement. This report clearly shows my clients exactly how much money they made, what they spent, and their net profit each month. With this insight, clients gain clarity about their business’s financial health. It helps them quickly identify which products or services are most profitable, and which expenses might need trimming. By regularly reviewing their Profit & Loss statement together, we can proactively spot trends and opportunities, enabling them to confidently make strategic decisions that fuel healthy growth.

One of the most valuable reports I provide is the Moisture Mapping Report after water mitigation services.

It documents the moisture readings I take before, during, and after drying. That report shows a clear timeline: what was wet, how I dried it, and when it reached safe levels again.

That data isn’t just for my records—it becomes proof for the property owner, the insurance adjuster, and sometimes even for a buyer down the road if a property is being sold.

It gives my clients peace of mind that their structure was restored properly and that I’ve protected them from future issues like mold damage.

When someone asks, “Was this really taken care of?” they have the report to back it up.