Defining your ideal loan officer
We want to add value to you and the clients we serve. The information you provide will help us do that. As a bonus, for completing this form, you will receive a free book with great ideas on how to take your real estate business to the next level - written by a Realtor who used one strategy in this book to build a very successful business.
What I like most about my favorite loan officer is:
Choose the best answer.
A loan officer's ability to help me generate new business is:
Choose the best answer.
My loan officer adds value to me and my client by:
Check all that apply.
I wish my loan officer would:
Check all that apply.
Would you be willing to meet with me to talk about how we can help each other?
Please help me understand what is most important to you as well as some frustrations you may have had.
Be open and honest - thanks for taking the time to complete this survey.
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