Section 1 of 2
QA Review Form - Acquisition Specialist
Must add call recording or Contact ID associated with the Call.
QA Auditor
QA Auditor
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
1.
(Insert Managers Or Leaders)
2.
Add option
…
Answer key
(0 points)
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Agent Name
Agent Name
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
1.
(Insert Your Team Agents Here)
2.
Add option
…
Answer key
(0 points)
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Question
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Leads QA Report
Continue to next section
Daily QA Report
Continue to next section
Add option
or
add "Other"
…
Answer key
(0 points)
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Call Recording.
Call Recording.
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Add file
View folder
Allow only specific file types
Maximum number of files
1
5
10
Maximum file size
1 MB
10 MB
100 MB
1 GB
10 GB
View folder
Answer key
(0 points)
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Phone number on CallTools
Phone number on CallTools
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
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Section 2 of 2
QA Questions
Did Agent Obtain / Ask the following...
Did agent introduce themselves?
Did agent introduce themselves?
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Yes
Other:
Add option
…
Answer key
(1 point)
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Setting expectations for the call
Setting expectations for the call
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Verbal confirmation from H.O that they're available to speak and setting expectation with them about the call flow / duration.
Agent did set expectations
Option 2
Other:
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…
Answer key
(5 points)
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Condition
Condition
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Leaving this question nullify the grading.
Acquired all details regarding the property.
Didn't ask / Low effort
Other:
Add option
…
Answer key
(3 points)
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Residency and Lease
Residency and Lease
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Yes.
No
Other:
Add option
…
Answer key
(2 points)
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Mortgage
Mortgage
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Yes.
No, Agent did not ask.
Other:
Add option
…
Answer key
(1 point)
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Asking Price
Asking Price
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Yes
Other:
Add option
…
Answer key
(5 points)
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Motivation / Pain
Motivation / Pain
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Yes, Agent put effort in obtaining it
No
Other:
Add option
…
Answer key
(5 points)
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Closing timeframe.
Closing timeframe.
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Yes.
No
Option 3
Other:
Add option
…
Answer key
(1 point)
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Call back time and Phone / Email number confirmation.
Call back time and Phone / Email number confirmation.
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Yes.
No
Other:
Add option
…
Answer key
(4 points)
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Was agent attentive
Was agent attentive
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
H.O repeating themselves multiple times can nullify the grading.
Yes
No
Other:
Add option
…
Answer key
(1 point)
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Call Duration
Call Duration
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
If the duration is substantially longer without a proper justification, immediate couching and action is required.
Less than 8 minutes
Longer than 8 minutes (For a good reason)
Unnecessarily long
Other:
Add option
…
Answer key
(1 point)
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Quality of documentation
Quality of documentation
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Good
Poor
Other:
Add option
…
Answer key
(1 point)
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How did the agent handle objections?
How did the agent handle objections?
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(1 point)
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Are there any common objections that the agent is having difficulty with?
Are there any common objections that the agent is having difficulty with?
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
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Action Steps & Final Thoughts:
Action Steps & Final Thoughts:
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
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Summary
Question
Individual
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Total points distribution
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