Commercial Mortgage Broker Jump Start Program
Purpose:
This checklist is designed to keep you focused on the daily actions that actually produce deals during your first 30 days.
WEEK 1 — FOUNDATION & SETUP
Education & Preparation
☐ Study all training sections
☐ Master core commercial loan programs
☐ Understand basic underwriting concepts (NOI, DSCR, LTV)
Market Focus
☐ Identify target geographic market (primary city or cities)
☐ Identify target property types
Prospect Research
☐ Identify Top 25 Building Owner Prospects
☐ Research ownership for Top 25
☐ Find phone numbers and emails for Top 25 owners
Referral Partner Research
☐ Identify 25 Bankers / Residential Loan Officers
☐ Identify 25 Real Estate Brokers
☐ Find phone numbers and emails for all referral partners
Systems Setup
☐ Set up professional email account
☐ Set up voicemail greeting (mobile or business line)
☐ Set up email marketing platform (Constant Contact or equivalent)
☐ Set up automated voicemail platform (Slybroadcast or equivalent)
WEEK 2 — INITIAL OUTREACH & PIPELINE START
Outreach
☐ Begin calling property owners
☐ Begin emailing property owners
☐ Begin contacting Realtors
☐ Begin contacting Bankers / Loan Officers
Prospect Expansion
☐ Research additional 25 Building Owner Prospects
☐ Collect phone numbers and emails
Organization
☐ Begin using Daily Prospect Journal
☐ Track all outreach activity
WEEK 3 — CONSISTENCY & MOMENTUM
Outreach
☐ Continue contacting Top 25 owners
☐ Continue contacting referral partners
☐ Begin contacting newly researched owners
Prospect Expansion
☐ Research additional 25 Building Owner Prospects
☐ Collect phone numbers and emails
Follow-Up
☐ Follow up with prior contacts
☐ Respond to inbound calls and emails
WEEK 4 — SCALE & PIPELINE GROWTH
Outreach
☐ Continue daily calls and emails
☐ Contact all newly researched owners
Prospect Expansion
☐ Research final 25 Building Owner Prospects
☐ Complete Top 100 Owner List
Review
☐ Review conversations and deal opportunities
☐ Identify warm and hot prospects
☐ Prepare next 30-day action plan
Daily Action Tracker
Commercial Mortgage Broker Daily Execution Sheet
Use this daily. Print one page per day.
Date: _______________________
DAILY TARGETS
☐ 4 Property Owners Researched
☐ 4 Referral Partners Researched
☐ Calls Made: ______
☐ Emails Sent: ______
PROPERTY OWNERS RESEARCHED TODAY
| Property Address | Owner Name | Phone | Notes | |
|---|---|---|---|---|
REFERRAL PARTNERS CONTACTED TODAY
| Name | Company | Phone | Notes | |
|---|---|---|---|---|
INBOUND ACTIVITY
☐ Calls Received
☐ Emails Received
Notes:
DEAL ACTIVITY
☐ New opportunity identified
☐ Follow-up required
☐ Financials requested
☐ LOI discussion
Notes:
END-OF-DAY REVIEW
What worked today?
What needs improvement tomorrow?