Your coworker's half right that volume helps the shop look good, but that's a marketing number, not a skill number. Tracking the 40+ dying drives is the real scoreboard because that's where the actual puzzle solving happens (and where you either save the data or you don't).

My last seller carry deal nearly blew up over a typo in the interest rate, so you are not alone in the almost crashed and burned club. I now send the full terms to my lawyer the night before and make him read them back to me on the phone, because I clearly cannot be trusted with numbers before coffee. Doing it at the table is a gutsy move, but it beats watching a guy walk out with his folder and your deal.

Ever notice how the folks who really know their stuff never push the fancy option?