Broker - Before the MU4

Pre-Onboarding Assessment
1. Basic Information
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
2. Business Success & Challenges
Where are you having the most success in your business right now?
Where are you experiencing your biggest pain or challenge right now?
3. Business Goals
Do you have a goal for how many families you want to help this year?
How many families did you help in the last 12 months?
How many past clients do you have (in your entire career)?
Are they ALL loaded and tagged in your CRM?
Describe your post-closing database retention plan.
4. Tools & Technology
What CRM do you use?
What is your current tech stack?
Do you have a LinkTree (or equivalent service) page?
If yes, please provide the link:
Sample this is a paid version of LinkTree for reference:

https://linktr.ee/winningwithwade
Do you have a Dot.cards (or equivalent service) digital business card?
If yes, please provide the link:
Sample Dot.cards for reference:

https://dot.cards/wadebetz
5. Video & Marketing
How are you utilizing video in your business?
Do you need to upgrade your video setup?
If yes, what do you need? (e.g., webcam, microphone, ring light)

Other
6. Special Niches
Do you focus on any special niches/connections/demographics?

Other
7. Coaching & Daily Routine
Are you in coaching?
If yes, which coaching program?
Do you utilize theme days?
Do you have your Top 40 Realtors, Top 50 Past Clients, & Top 50 VIPs segmented in your database?
Describe your daily time block:
8. Resources
What resources do you use to stay current on underwriting guidelines, bestpractices, etc.? (e.g., podcasts, YouTube channels, mortgage insurance companies)
Should be Empty:

Pre-Onboarding Assessment

1. Basic Information

2. Business Success & Challenges

3. Business Goals

4. Tools & Technology

5. Video & Marketing

6. Special Niches

7. Coaching & Daily Routine

8. Resources