These are awesome meeting outlines: https://fellow.app/blog/meetings/meeting-agenda/
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Author
Mortgage Mark
Created date
08/05/2021
ID
734831999
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PJ and MP agree to revisit later on…. as of Nov 2021 the meeting is going well.
3 filesAdd filesMorning Meeting Themes.docx
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Mortgage MarkDaily Pipeline Agenda – Extra stuff.docx
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August 2021Mortgage MarkAug 8, 20211:55 PMDaily Pipeline Agenda – Extra stuff.docxDOCX
November 2021Mortgage MarkNov 13, 20217:29 AM
Mortgage MarkNov 14, 20218:24 PMScheduled task for Nov 15–16, 2021 (2d)Included task into Culture & PeopleAssigned task to Paige MindenMortgage MarkNov 15, 20214:53 PMSet task as backlogged (1d)Updated descriptionMortgage MarkNov 17, 202110:11 PMMorning Meeting Themes.docxDOCX
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Daily Pipeline Agenda – Extra stuff.docx
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Pages1 of 2
Theme Days (Team)
Mondays• Ring Central Report (SH)
• <<coming soon>> Weekend Warrior Wrap (SH)
• <<coming soon>> Tuesday Updates – Update pipeline now (JLS)
Tuesdays
• Announce EOS Topics (JLS)
Wednesdays
• Metrics (MP)
o MM GT
o MP GT
o Metrics
Thursdays
• << not doing …. Job Duties – accountability check>> .
Fridays • Weekly WOW Round Up
• Assign Weekend Warrior (SH) MP will do WW; anyone want to help as backup?
• Around the horn: (Group) MP has quick comment.
o What did you this week to cater to a client?
o What could you have done better?
o What can we do to prevent / improve that?
▪ Silent meeting????
——————————————————————————————————————————
Delegated Tasks
• 5/25 PJ/MP Lead Status should now work
• MP found an example where Setup was somehow
skipped
• 5/26 MP Ranch Reports – MP should have updated tonight.
• PJ is working on imports.
• Look for old loan #s
• Imports: PJ will email everyone every time she does it. 30
min to do it, will do it twice a day for now (11:00 and 5:00).
• The calls are what are accurate.
• Calls are accurate – KG Calls
• 5/26 MP JLS said Filter Happy Bday emails in MM out of BCC
• 5/28 JLS MP to JLS “Submitted By” dates, check to make sure they’re
accurate.
• We’ll review together in afternoon meeting
150%
Morning Meeting Themes
Monday meetings always revolve around goal setting. Robyn has every Team member set two goals for themselves (personal, work, chores, physical goals, etc.) Typically, we begin Monday meetings by talking about our goals from the previous week and reflect on the outcome. Then we all set 2 more goals for that week and we help hold one another accountable. We always have someone take notes of every person’s goals and send them out in an email after Monday’s meeting. We can set our individual goals according to our own capacity, so everyone should be able to achieve them. If someone falls short of achieving their goals, they owe $20 into a pot that we set aside to donate to those in need (whether that be a charity, local non-profit, or families we know in our community who may need a leg up). We do this donation at the end of the year around Christmas time – the perfect time of year to give. 😊
Tuesday meetings are centered around the pipeline specifically. As a Team, we download on every single loan we have on the pipeline. This is an opportunity for smooth communication amongst Team members, clarification on anything that is unclear, and a chance to really dive into all of the files as one group. This meeting begins 30 minutes earlier than those every other day of the week to ensure that we have plenty of time to talk about every single loan.
Wednesday meetings are done with the whole branch. We have a specific time set aside for “training moments.” Robyn typically focuses on something we should improve on as a Team (that week in particular) and really dives into specific solutions on how to grow and become better.
Thursday meeting are also done with the whole branch. These meetings always include “role play” scenarios based off of situations we could always improve on. For example, we have role played phone calls between a Team member and a ‘client.’ Robyn will usually be taking one of the roles and tries to stump us (in a helpful way 😊) and challenge us to make us really think critically about how to improve ourselves and how we interact with clients. She will always wrap up these role play scenarios by diving into clear, concise and meaningful takeaways on how we can integrate improvements into our everyday interactions with clients so that they feel taken care of.
Friday meetings are geared toward catering. Robyn caters to her team very generously. We print out and read 5 star surveys from the previous week and anyone who specifically gets their name mentioned gets to spin the wheel – which has a bunch of different rewards on it (such as Amazon, Starbucks, GrubHub gift cards, a weekend at her cabin, and even $100 cash). She also buys the Team lunch or coffee at the end of every week. She does not hold back on showing her team appreciation, and that is what Friday meetings are all about. They are very fun and rewarding, and the team is very thankful.
