Tips for Being Productive While Traveling
Wednesday, March 25th, 2009For many mortgage professionals, frequent travel is a way of life. A big concern of frequent travelers is how to remain productive without access to the normal resources. Sometimes, that first trip leaves you feeling like a fish out of water. Especially if you didn’t anticipate your customer’s needs. But with each new journey, you will learn more ways to function efficiently. With a little planning, you can make your time away transparent to those you communicate with daily. Here are a few tips to make it happen:
1. Make a list of the things that need to be accomplished before your departure. Rate locks, file submissions, or any other critical appointments should be handled before you leave.
2. Contact processors, loan officers, underwriters, and other individuals to let them know you’ll have limited availability from _____ to _______.
3. Sign-up for an e-fax or other electronic fax service that will allow you to view, send, and receive faxes over the Internet. This will allow you to function just as if you were in the office.
4. Make a resource list for the things you will need to do while away. Include phone and fax numbers, website addresses, access codes, and passwords. Store this data on your pc, phone, or both.
5. During your trip, incorporate as many of your normal activities as possible. Continue to exercise. Drink plenty of water and eat right. Take your vitamins. Keep in contact with family and friends. Let them know what time to call you.
6. During your trip, incorporate as many of your normal activities as possible. Continue to exercise. Drink plenty of water and eat right. Take your vitamins. Keep in contact with family and friends. Let them know what time to call you.
7. Download audio files to an Ipod, mp3, or CD. Music or motivational audios may be just what you need to balance your day. You can also listen to a replay of a training session.
8. Make use of the special features on your phone. Text messaging and Internet access can be a lifesaver when you’re on the road.
9. Get the scoop on your hotel’s amenities in advance. The last thing you want is to have trouble connecting with your customers and your team because of limited resources. Go online to the hotel’s corporate website for a virtual tour. You might also check out ratings and feedback on Hotels.com. Ask lots of questions.
10. Pack as light as possible. Pulling heavy luggage plus a laptop through the airport is no joke. Choose a jacket that will get you through the week. Bring a pair of dress shoes that go with everything and a pair of sneakers or sandals for down time. Your feet will thank you. Switch up your shirt/blouse with a basic pair of pants/skirt. Take travel size toiletries instead of full size ones to make more room in you luggage. And for the ladies: leave some of your hair artillery, fragrances, and makeup at home. This stuff alone can take up a full piece of luggage. You’ll look just as good with the bare essentials.







