WELCOME TO
THE MORTGAGE BROKER BUILDER
Please Complete This Short Survey as we get started to build your Company! This is not a test and there is no right answer.
YOUR INFO
I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.
TECHNOLOGY
What is your overall satisfaction with your teams current tech knowledge and the functional utility of your current tech. (Does it work for you?) (10 is Elon Musk)
MARKETING
Overall satisfaction with the current marketing plan from a cost and performance standpoint? (10 = it is super awesome)
COMPLIANCE
Overall Satisfaction and confidence with your compliance plan and protection. (10 is CFPB Attorney)
SALES
Overall Satisfaction with the team's sales process, skills, and lead conversion inside your company. 10 is Sales Master.
WORK ETHIC
Overall Satisfaction with the ability of the business to execute daily with high effort and accountability. (10 = No one outworks us)
PRODUCTS
Overall satisfaction with the current product offering, understanding of products available, AE's, and working knowledge of secondary markets. (10 = Matt Ishbia)
SOCIAL MEDIA & BRANDING
Overall Satisfaction with your online presence and branding including website. 10 is The Best.
BUSINESS 101
Overall understanding of basic business practices, HR policies, Reporting, and general accounting. 10 is an MBA, CPA
LEADERSHIP
The ability to influence and guide the organization to accomplish a shared vision while building a culture that fosters growth, accountability, competition and integrity. (10 you know what a 10 is)
Process Tracking
How would you rate the effectiveness of your company’s processes, systems, and ability to track Key Performance Indicators (KPIs) compared to industry standards?
