Broker- After the MU4

Post-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. Website & Social Media
Do you have a website that you use?
If yes, please provide the URL
Do you have an application URL for your ARIVE loan application link?
If yes, please provide the URL
Do you have an existing Google Business Page?
If yes, is it fully optimized?
If no, would you like assistance setting one up?
How are you currently collecting reviews?
3. Social Media Presence
What social platforms do you belong to?

Other
Have you updated all of the social platforms with your new employer contact info?
Do you need help getting any graphics update?
Describe your current social media strategy
4. Facebook Groups
Are you already a member of the Brokers Are Better Facebook group?
If not, please join at:

https://www.facebook.com/groups/brokersarebetter
Are you already a member of the ARIVE Mortgage Brokers Facebook group?
If not, please join at:

https://www.facebook.com/groups/290458828531483
Are you already a member of the ARIVE LOS: Tips and Advice for Brokers/LOs Facebookgroup?
If not, please join at:

https://www.facebook.com/groups/1119222672772791
Are you already a member of the Mpire Financial Company Page Facebook group?
If not, please join at:

https://www.facebook.com/groups/560122755116871
5. MarketingStrategy
Describe your current marketing strategy
6. Realtor Engagement
Do you have a private realtor-only Facebook Accelerator group?
If yes, please provide the link
Sample Facebook group for reference:

https://www.facebook.com/groups/wadebetz
If you don’t already have a group like this, do you plan to start one?
Do you need help creating any graphics for this new group once it is created?
7. Referrals
How do you generate referrals? (e.g., from realtors, past clients, businesspartners)
What percentage is from realtors, past clients, business partners, etc.?
How many referrals are you getting per month?
What does your referral follow-up look like (e.g., what happens when you get areferral)?
8. Goals & Support
How do you plan to reach your goal?
What do you need from me to reach your goal?
9. Additional Assistance
Do you need anything from my virtual team during this transition? There is no wrong answer here. Not all requests can be accommodated but feel free to ask.
Should be Empty:

Post-Onboarding Assessment

1. Basic Information

2. Website & Social Media

3. Social Media Presence

4. Facebook Groups

5. MarketingStrategy

6. Realtor Engagement

7. Referrals

8. Goals & Support

9. Additional Assistance