Weekly Performance & Workload
What is your position at Fintor?
Mortgage Broker & Financial Planner
Financial Planner Only
Mortgage Broker Only
Paraplanner
Parabroker
Please select your name
Please Select
Justin Burke
Jeremy Douglas
Stephen Psyhogios
Mathew Riddell
Lucas Smithers
How many introduction calls did you make for the week? (Monday to Friday)
Onboarding Meetings - How many meetings did you conduct this week?
Financial Planning Questions
Letter of Engagement (LoE) Meetings - How many meetings did you conduct this week?
Statement of Advice Meetings (SoA) - How many meetings did you conduct this week?
Did any of your customer sign up (new) to an ongoing mentor program?
Yes
No
The Financial Academy
The Mentor Program
Mortgage Broking Questions
Proposal Meetings - How many meetings did you conduct this week?
Application Meetings - How many meetings did you conduct this week?
Parabroker Questions
Loan Submission - How many loans did you submit to lenders this week?
Loan Settlements - How loans did you settle this week?
Paraplanner Questions
Basic Plans - How many basic plans did you complete this week?
Complex Plans- How many complex plan did you complete this week?
Subscription Questions
Did instegate any of your customers to sign up to an ongoing subscription?
Yes
No
Interact Subscription
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