Saving...
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
How long have you been in the mortgage business?
What is the primary state you write loans in?
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
What kinds of loans are you focused on?
(select all that apply)
How big is your team currently?
On average, how many loans have you closed per month over the last 6 months?
What's your average loan size?
- < $200K
- $1M+
On average, how many points do you earn?
On average, how many hours per week do you work?
Do you have your own website?
What kind of digital marketing are you doing?
(select all that apply)
What kind of traditional marketing are you doing?
(select all that apply)
On average, how much do you spend on marketing per month?
- $0K
- $20K+
What kind of referral partners are you working with?
(select all that apply)
On average, how many leads do you generate per month?
What CRM software are you using?
Who owns your database?
How many Realtors are consistently sending you clients each month?
Not how many you know — how many are actually consistently sending you business?
What are some of the most important things for you in terms of your relationship with your employer?