Branch Monthly Report
HomeMac, LLC DBAs and Teams Branch Managers will meet the 2nd week of every month to check the status of their MLOs in meeting their monthly goals. Schedule a Zoom or Teams call if needed and track who is on the call. Take a screen shot of the team members on the call and add any notes in the column to the right. Keep a running monthly EXCEL sheet with attendance and a summary of each LOs goal status month by month. Every Branch Manager must submit these reports at the end of every month into the upload link below.
