WELCOME TO

TAKE THIS SHORT SURVEY TO LEARN HOW TO GROW YOUR BUSINESS...

Please Complete This Short Survey So We Can Discover How to Best Support You!

YOUR CURRENT L.O. CAREER

Are you currently: *

A Loan Officer Working for Someone Else

Working for an Independent Mortgage Banker

Own a Mortgage Company

LEADERSHIP

Do you: *

Work Solo

Have a team under you

Want to grow a team

What is your core business?

Core Businesses (You can Choose Several) *

Purchase

Refinance

Jumbo

DPA Programs

Non-QM

FHA

Business Purpose

YOUR WORKING AUDIENCE

Do you mostly: *

Work in your local market

Work in your state

Work with anyone and everyone

WHERE ARE YOU LICENSED?

How many states are you licensed in? *

2-5

6-10

11+

YOUR L.O. DATABASE

Do you currently own your database? *

Yes

L.O. RELATIONSHIPS

Do you have key relationships with Realtors/Partners? *

Yes

If Yes, from where?

Company buys them

I buy them

I market myself

I have referral partners

YOUR L.O. MARKET

How do you feel about the state of the market right now? *

YOUR INCOME GAME

Are you making the income you want to make? *

Yes

If No, what would have to change to get there?

YOUR L.O. FUTURE

Where do you see yourself in 3-5 years? *

Do you want to start your own brokerage one day?

Yes

POTENTIAL COLLABORATION

If we were to give you helpful tools, training, and resources to help you move faster, would you have the ability to Invest in your personal and professional growth?

Yes

COACHING HISTORY

Have you ever invested in coaching/training in the past? Tell us about it. What is your core business? *

YOUR L.O. BRAND

What type of personal branding have you done if there is any? (You can choose several answers)

Social Media

Newsletter

Mailers

Groups and Organizations

YOUR INFO

First Name

Last Name

Phone *

Email *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.