Know Your Numbers Calculator for Agents & Loan Officers

Name Date

My YTD Actuals

Pull these straight off your Money Tracker.

Units Closed YTD Volume YTD ($) Income YTD ($)

My Average Income per Closing

Same math as the business plan.

Avg Sales Price / Loan Amount ($) Avg Commission

Per File Costs ($) 90-day expenses ÷ 90-day units

Avg Income per Closing$ —

My Leads & Closing Ratio

Example: 2 closings ÷ 10 leads = 0.2

Current Leads per Month Current Closings per Month

My Closing Ratio—

My Hourly Wage

What your time is actually worth right now.

Avg Hours per Week Weeks Worked YTD

Total Hours YTD—

My Hourly Wage$ —

The gut check: every hour you spend on work someone else could do for $20–25/hour is paid at your hourly wage.

Team & Staffing Adjustments

Use your seats from Teams month.

#	Task I do that is below my hourly wage	Hrs / week	Who should own it (seat or hire)
1
2
3

Closing my gap at my current hours requires: No change Delegate to my current team A new hire

The staffing adjustment I will make By when

The Gap

Every number, side by side. No hiding. "Today" pre-fills from your answers above; you can type over it.

My Goal Date Months to My Goal Date

My Number	Today	My Goal	The Gap
Income			—
Volume			—
Closings (units)			—
Leads per month			—
Hours per week			—
Team seats filled			—

Closings Gap ÷ Months to Goal = Gap in Closings (per month)—

Closings per Month ÷ My Closing Ratio = Gap in Leads (per month)—

My Gap

— closings / month = — leads / month until my goal date

My 3 Biggest Gaps

From the grid above: which gaps matter most and why.

1. 2. 3.

Close the Gap: My 3 Moves

One move per gap.

#	The move (a weekly activity, not a wish)	Weekly #	Starts
1
2
3

Each weekly number goes on your Scorecard next week. If it can't go on a Scorecard, it's not a move.

I will get ____ leads per month to close ____ deals per month to hit my income goal of $______.
If I do the 3 action items above my income will increase by $______ per month.

Heads up: we never see or collect anything you enter here. Your numbers save privately on your own device so you can pick up where you left off, even if your phone closes the page. When you're done, hit Print / Save as PDF and bring that file to your review call. Start Over wipes everything.