Does your business have procedures in place for taking lead information, setting up appointments and confirmation of client details, tracking the loan process from application to settlement ?

Do you know exactly how many leads come into your business each month, do you know where they came from, what is your conversion rate, what is your average loan size, do you have targets and are you reaching them ?

What marketing material do you currently have, is it generating business for you, how are you using that material, have you your own website, have you got Facebook, what internal and external signage do you have ?

Have you got a referral program in place for clients, business associates, friends that refer business to you, do you use Thank you cards or recognize referral business in anyway ?

How are you generating business, do you use your data base, have you thought of RPData or Facebook, sending out marketing material, what social networking are you involved in ?

Do you sponsor any local community clubs, what did you negotiate for the partnership to work for both parties, have you got signage up at their premises, have you had information evenings with members from the club, have you been guest speaker at any of their events ?