Do you have a personal website (not just a company page) that explains reverse mortgages clearly?

Yes

No

Are you actively collecting email addresses from prospects and referral partners?

Yes

No

Do you send emails to your list at least once per month?

Yes

No

Is your business generating leads outside of referrals?

Yes

No

Are you posting consistently on at least one social media platform (business not personal)?

Yes

No

Do you have a Google Business Profile that is set up and active?

Yes

No

Do you regularly ask for and receive new online reviews?

Yes

No

Are you actively building relationships with referral partners on LinkedIn?

Yes

No

Have you  hosted an educational webinar or seminar in the last 6 months?

Yes

No

Do you ave a system to stay in touch with past clients and partners?

Yes

No

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Last Name

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