Activity $4-$ Frame your Resource Goals

Resource Goals

Most mortgage brokers tend to consider the following key resources will be required to build a successful broker business:

$$ Office fit out $($desk$,$ chairs, storage cabinet, signage, etc.$)$

$$ CRM system $$ manage and track customer contact$/$communications

$$ I.T$.$ such as computer, notebook, smartphone, photocopier

$$ Access to lending platforms $($e$.$g$.$ Apply$-$on$-$Line or similar organisational owned platforms.$)$

$$ Finance $$ overdraft to manage cash flow and purchase key resources

Use the space below to write three $(3)$ clear Resources objective for your business.

Remember to write a clear objective it needs to be Smart, Measurable, Achievable, Realistic and Time Framed.

For example: Complete my home office fit $-$out prior to official start date.

Write three Resource Objectives for your business.