20 YEARS STRONG · LIVE. LOVE. MORTGAGE.
CMS GPS
DASHBOARD
Get Priorities Scheduled
CAMP
CONNECT · ADVANCE · MOVE THE NEEDLE · PROTECT THE CALENDAR
PLAN · GROW · LEAD
CAMP
NAME
YEAR
GENUINE INTEGRITY · RESILIENCE · OWN YOUR PATH
WORK AS FAMILY · THINK BIGGER · HOSPITALITY FIRST
LIVE. LOVE. MORTGAGE.
INDEPENDENT, NOT ALONE · SYSTEMS CREATE FREEDOM · NO RISK, NO REWARDS
CMS GPS DASHBOARD™
GET PRIORITIES SCHEDULED · 20 YEARS STRONG
CAMP
PLAN · GROW · LEAD
WEEK OF:
NAME:
MY BIG WINFRIDAY 5 PM
If this week goes exactly as planned, what am I celebrating Friday at 5 PM?
WHO AM I SERVING THIS WEEK?FOCUS
Client
Referral Partner
Team Member
Family
Community
G.R.O.W.T.H. COMPASSVALUES
Genuine
Integrity
Integrity
Resilience
Own Your
Path
Path
Work As
Family
Family
Think
Bigger
Bigger
Hospitality
First
First
My focus value this week:
CAMP
CONNECT ·
ADVANCE ·
MOVE ·
PROTECT
Connect
/10
Advance
/10
Move the Needle
/10
Protect Calendar
/10
TARGET SCORE
40
MY TOP 5 PRIORITIES (MOVE THE NEEDLE)EXECUTION
#
Priority (The Move)
Success Looks Like (Definition of Done)
Est. Time
Owner
Status
1
2
3
4
5
INDEPENDENT, NOT ALONE
SYSTEMS CREATE FREEDOM
NO RISK. NO REWARDS.
LIVE. LOVE. MORTGAGE.
CMS GPS DASHBOARD™
GET PRIORITIES SCHEDULED · 20 YEARS STRONG
CAMP
PLAN · GROW · LEAD
WEEK OF:
NAME:
DAILY WINNING HABIT1% BETTER
The ONE habit I will commit to strengthening this week:
M
T
W
T
F
S
S
My Commitment: Show up daily. Get 1% better.
ACCOUNTABILITYCHECK-IN
Who needs to know my priorities?
Accountability partner?
Date of check-in:
WHAT COULD DERAIL ME?PLAN
Potential derailers this week:
How will I respond if it happens?
CARE FRAMEWORKSALES + OPERATIONS
SALES (PEOPLE FACING)
C
Connect
Who needs my attention?
A
Ask
What questions do I need answered?
R
Recreation
Who am I investing time into?
E
Explore
What opportunities have I not uncovered?
OPERATIONS (SYSTEMS FACING)
C
Capture
What information must be gathered?
A
Analyze
What does the data tell me?
R
Reconcile
What doesn't match?
E
Execute
What action is required?
NON-NEGOTIABLESPROTECT
Faith
Health
Family
Deep Work
Growth
Relationships
SAY NO TOPROTECT MY YES
To protect my YES, I need to say NO to:
1.
2.
3.
Genuine Integrity
We do the right thing, even
when no one is watching.
Resilience
We adapt, overcome, and
keep moving forward.
Own Your Path
We take ownership of our
journey and create our
future.
Work As Family
We support, respect, and
celebrate each other.
Think Bigger
We challenge the status quo
and pursue greatness.
Hospitality First
We create remarkable
experiences.
INDEPENDENT, NOT ALONE
SYSTEMS CREATE FREEDOM
NO RISK. NO REWARDS.
LIVE. LOVE. MORTGAGE.
CMS GPS LEADERSHIP
DASHBOARD
BECOME WHO YOU NEED TO BE TO ACCOMPLISH WHAT MATTERS
CAMP
PLAN · GROW · LEAD
NAME:
WEEK OF:
MY LEADERSHIP WINGROWTH
If this week goes exactly as planned, how will I have grown as a leader?
WHO I AM BECOMINGIDENTITY
Visionary
Mentor
Coach
Leader
Builder
Problem Solver
This week I commit to showing up as:
G.R.O.W.T.H. COMPASSVALUES
Genuine
Integrity
Integrity
Resilience
Own Your
Path
Path
Work As
Family
Family
Think
Bigger
Bigger
Hospitality
First
First
Focus Value This Week:
MY NUMBEROWNERSHIP
Metric:
Goal:
Current:
Trend:
Why this matters:
↑ Up → Flat ↓ Down
MY TOP 3 PERSONAL STANDARDSNON-NEGOTIABLE
1
2
3
INDEPENDENT, NOT ALONE
SYSTEMS CREATE FREEDOM
NO RISK, NO REWARDS
LIVE. LOVE. MORTGAGE.
CMS GPS LEADERSHIP
DASHBOARD
BECOME WHO YOU NEED TO BE TO ACCOMPLISH WHAT MATTERS
CAMP
PLAN · GROW · LEAD
NAME:
WEEK OF:
TO PROTECT MY YESSAY NO
This week I will say NO to:
NO #1
NO #2
NO #3
"I will show up as the same person in every room, every day—grounded, honest, disciplined, and fully myself. I will honor my
calendar, my commitments, my team, my clients, and the values that define CMS Mortgage."
KNOWLEDGE · IMPORTANCE · ACTIONGAP CLOSER
Knowledge Gap
What don't I know?
Importance Gap
What am I not prioritizing?
Action Gap
What am I not executing?
Selected Gap:
Knowledge Gap Importance Gap Action Gap
Action to close the gap:
ONE PROBLEM I MUST SOLVECLARITY
WHAT I KNOW
WHAT I DON'T KNOW
WEEKLY DEBRIEFREVIEW
BIGGEST WIN
WHO DID I HELP GROW?
BIGGEST LESSON
WHAT MOVES TO NEXT WEEK?
INDEPENDENT, NOT ALONE
SYSTEMS CREATE FREEDOM
NO RISK, NO REWARDS
LIVE. LOVE. MORTGAGE.
NOTES & REFLECTIONS
LIVE. LOVE.
MORTGAGE.
MORTGAGE.
DATE:
NAME:
KEY INSIGHTS & TAKEAWAYS
ACTION ITEMS FROM THIS WEEK
HOW AM I GROWING?
ADDITIONAL NOTES
CMS MORTGAGE SOLUTIONS INC.
LIVE. LOVE. MORTGAGE.
NOTES & REFLECTIONS
LIVE. LOVE.
MORTGAGE.
MORTGAGE.
DATE:
NAME:
WINS THIS WEEK
WHAT WOULD I DO DIFFERENTLY?
WHO DO I NEED TO CONNECT WITH?
OPEN NOTES
CMS MORTGAGE SOLUTIONS INC.
LIVE. LOVE. MORTGAGE.
CAMP CORE VALUES
COOL. ASS. MORTGAGE. PEOPLE.
CAMP
CORE VALUES
FULL NAME:
YEAR:
Genuine
Integrity
Authenticity & Integrity: BE YOU
Encourage everyone to embrace
their true selves, leading with
honesty, transparency, and
individuality.
CMSGROWTH.
Resilience
Resilience & Perseverance
Focus on overcoming obstacles,
pushing through challenges, and
continuously growing stronger
as individuals and as a team.
CMSGROWTH.
Who I Am Becoming & How I Show Up:
In ____________, I commit to showing up as the same person in every room, every day—grounded,
honest, disciplined, and fully myself.
Your Top 3 Personal Nonnegotiable Standards:
1
2
3
Skills I Must Strengthen to Lead Through Challenge & Change:
1
2
3
I Will Implement:
I Will Stop Doing:
Skills I Must Strengthen to Lead Through Challenge & Change:
1
2
3
I Will Implement:
I Will Stop Doing:
Knowledge
Gap
Training
Teaching
Talent
Importance
Gap
Expectations
Communication
Talent
Action
Gap
Accountability
Commitment
Culture
UNKNOWN ← KNOW
→
→
CMS MORTGAGE SOLUTIONS INC.
CAMP CORE VALUES
CAMP CORE VALUES
COOL. ASS. MORTGAGE. PEOPLE.
CAMP
CORE VALUES
FULL NAME:
YEAR:
Own Your Path
Ownership & Accountability
Take full responsibility for your
journey and decisions. Each
team member is empowered to
own their work and drive results.
CMSGROWTH.
Work As Family
Collaboration & Connection
Foster a sense of belonging and
togetherness, where
collaboration and supporting
one another are paramount.
We're in this together like family.
CMSGROWTH.
Number I Own, Track, & Take Responsibility For:
Metric
Target
Funded Units
Volume
Avg Loan Amount
Income
Families Served
Webinars Hosted
Reviews Earned
Inspiration without action is merely entertainment.
How We Grow Together Through Systems, Collaboration, and Trust:
1. Visibility Domination (Authority)
a. Short-Form Content:
a. Long-Form Content:
a. Reviews & Proof:
2. Webinars (Education + Filter)
a. Webinar Topics:
a. Frequency:
a. Booking Method:
3. Events (Staying on Top of Mind)
a. Email:
a. Text:
a. CRM Automation:
4. Accountability Partner:
Step 1
Here Is The
Issue
Step 2
Here Is
Step 3
Here Is
CMS MORTGAGE SOLUTIONS INC.
CAMP CORE VALUES
CAMP CORE VALUES
COOL. ASS. MORTGAGE. PEOPLE.
CAMP
CORE VALUES
FULL NAME:
YEAR:
Think Bigger
Unstoppable Growth Mindset
Encourage a forward-thinking
approach, always challenging
limits and aiming for bigger
goals, both personally and
professionally.
CMSGROWTH.
Hospitality First
Unreasonable Hospitality
Prioritize the experience of every
client, team member, and
partner by going above and
beyond with empathy, care, and
kindness in every interaction.
CMSGROWTH.
Goals That Stretch Me, My Team, & My Impact:
1
2
3
4
5
6
7
How I Consistently Serve Clients, Partners, & My Team at a High Level:
Webinars per Week
Authority Posts per Week
Conversations per Week
Nurture Touchs per Day
System Improvement per Week
1
Problem
Define the Issue
Identify Root Causes
3
Possible
Solutions
Brainstorm Options
Assess Impact
Consider Constraints
1
Immediate
Action
Evaluate Feasibility
Assess Effectiveness
CMS MORTGAGE SOLUTIONS INC.
CAMP CORE VALUES
CAMP CORE VALUES
COOL. ASS. MORTGAGE. PEOPLE.
CAMP
CORE VALUES
FULL NAME:
YEAR:
SCHEDULEWEEKLY
Time
Monday
Tuesday
Wednesday
Thursday
Friday
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
NON-NEGOTIABLESIN MY SCHEDULE
INDEPENDENT, NOT ALONE
SYSTEMS CREATE FREEDOM
NO RISK, NO REWARDS
LIVE. LOVE. MORTGAGE.
NOTES & REFLECTIONS
LIVE. LOVE.
MORTGAGE.
MORTGAGE.
DATE:
NAME:
MY CORE VALUES IN ACTION THIS WEEK
LEADERSHIP MOMENTS
GRATITUDE & RECOGNITION
ADDITIONAL THOUGHTS
CMS MORTGAGE SOLUTIONS INC.
LIVE. LOVE. MORTGAGE.
NOTES & REFLECTIONS
LIVE. LOVE.
MORTGAGE.
MORTGAGE.
DATE:
NAME:
END OF PERIOD REFLECTION
WHAT I'M MOST PROUD OF
WHAT I'M COMMITTING TO NEXT
CMS LEADERSHIP COMMITMENTSIGNATURE
"I will show up as the same person in every room, every day—grounded, honest, disciplined, and fully myself. I will honor
my calendar, my commitments, my team, my clients, and the values that define CMS Mortgage."
SIGNATURE
DATE
CMS MORTGAGE SOLUTIONS INC.
LIVE. LOVE. MORTGAGE.