Most teams say “we need an SOP” when what they really need is something usable. This post breaks down the difference between SOPs, checklists, and legacy knowledge—and shows you how to build practical playbooks your team will actually use. If your systems live in someone’s head or buried docs, it’s time to stop winging it. Start here.
Most SOPs are built for compliance—not clarity. They get outdated fast, live in scattered folders, and rarely reflect how your business actually runs. A modern playbook changes that. It centralizes your processes, evolves with your team, and makes it easier to train, scale, and lead with confidence.
If you’re a small business owner, you’re already doing strategic work—you just might not call it that. This post breaks down what it actually means to think strategically, busts the myths that hold small teams back, and offers a practical four-question framework you can use to lead with intention (not just reaction).
We've normalized the post-close document chase — even built businesses around it. But in 2025, with tools like RON and eRecording readily available, it's worth asking: why are we still waiting on trailing docs at all? The secondary market deserves better — and so does the borrower.
