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FREE LOAN OFFICER CAREER ASSESSMENT

Grow your mortgage business to new heights without sacrificing your personal life or loved ones in the process.

A career move is a big deal. This assessment will provide valuable insights while helping us both understand where you are today and where you want to be in the future.





  This personalized assessment takes less than 3 minutes to complete

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How long have you been in the mortgage business?

Less Than 1 Year
1-3 Years
4-6 Years
7-10 Years
11-15 Years
16-20 Years
More Than 20 years
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What kinds of loans are you focused on?

(select all that apply)

select loan types
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How big is your team currently?

Just Me
2 People
3-5 People
6-10 People
More Than 10 People
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What's your average loan size?

[{"by":100000,"end":1000000,"start":200000}]
null
"2"
  • < $200K
  • $1M+
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On average, how many points do you earn?

Less Than 1 Point
1.0-1.25 Points
1.26-1.50 Points
1.51-1.75 Points
1.76-2.00 Points
2.01-2.50 Points
More Than 2.5 Points
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On average, how many hours per week do you work?

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Do you have your own website?

Yes
No
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What's your website address?

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What kind of digital marketing are you doing?

(select all that apply)

select Digital Marketing
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What kind of traditional marketing are you doing?

(select all that apply)

select traditional marketing
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On average, how much do you spend on marketing per month?

[{"by":1000,"end":20000,"start":0}]
null
"0"
  • $0K
  • $20K+
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What kind of referral partners are you working with?

(select all that apply)

SELECT REFERRAL PARTNERS
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On average, how many leads do you generate per month?

0-10 Leads
11-20 Leads
21-50 Leads
51-100 Leads
101-200 Leads
201-300 Leads
More Than 300 Leads
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What CRM software are you using?

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Who owns your database?

I own my database
My company owns my database
I'm not sure
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How many Realtors are consistently sending you clients each month?

Not how many you know — how many are actually consistently sending you business?

None
1 Agent
2 Agents
3 Agents
4-5 Agents
6-10 Agents
More Than 10 Agents
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What are your primary strengths as a loan originator?

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What are your primary weaknesses as a loan originator?

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What are your short-term goals?

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What are your long-term goals?

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What are some of the most important things for you in terms of your relationship with your employer?

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What's your NMLS number?

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What's your full name?

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What's your email address?

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What's your phone number?

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