Agent Success Interview Prep: Understanding Your Goals and Needs

Agent Success Interview Prep: Understanding Your Goals and Needs

Thank you for taking the time to complete this form. Your responses will help us gain valuable insight into your goals, challenges, and what you’re seeking in a brokerage. We’re excited to learn more about how we can best support your success in the real estate industry!
Full Name*

First NameLast Name
Contact Number*
Please enter a valid phone number.
Email Address*
example@example.com
Which Weichert Realtors | Cornerstone office location best suits you?*

Blue Bell, PAChadds Ford, PACollegeville, PADoylestown, PAWayne, PAWest Chester, PAWilmington, DE
What is your current real estate licensing status?*

Active: Currently with a BrokerInactive: Previously with a BrokerInactive: Newly Licensed, Not Yet with a BrokerNot Yet Licensed: Currently Enrolled in ClassesNot Yet Licensed: Not Enrolled in Classes
For Existing Agents
For Existing Agents
For New Agents or Those Not Yet Licensed
Real Estate License Number*
How long have you been in real estate?*

0 to 1 Year1 to 2 Years2 to 4 Years4 + Years
On a scale of 1-10 (10 being best), how happy are you with your business right now?*

1

2

3

4

5

6

7

8

9

10

1 is Worst, 10 is Best
Name one thing that you feel is working really well in your business right now.*
What are the top three things you are looking for in a broker?*
What are your primary business goals for the next year?*
What do you feel is the #1 most important area of your business that you’d like to improve in the next 30 to 90 days?*
How would you describe the level of support you receive at your current brokerage?*
What kind of training or coaching do you feel would help you reach your goals faster?*
What are your preferred marketing and lead generation strategies?*
If you could change one thing about your current brokerage, what would it be?*
If you could change one thing about your previous brokerage, what would it be?*
What do you feel is the #1 most important area of your business that you’d like to improve in the next 30 to 90 days?*
How would you describe the level of support you receive at your current brokerage?*
What interests or passions led you to consider a career in real estate?*
How familiar are you with the day-to-day responsibilities of a real estate agent, and what aspects do you find most appealing?*
When do you plan to complete your real estate licensing requirements?*
What are your goals for your first and second year in real estate, in terms of income, experience, and personal development?*
Do you envision real estate as your primary source of income, or will you have another source while you establish yourself?*
In what areas do you feel you’d benefit most from mentorship and training during your first year as an agent?*
What specific qualities do you think are important in a brokerage to help you succeed in real estate?*
How do you prefer to learn new skills or acquire new knowledge—through hands-on experience, formal training, or a mix of both?*
What areas of real estate (e.g., residential, commercial, investment properties) are you most interested in exploring and why?*
As a new agent, what do you think will be the biggest challenges you’ll face, and what support would you value most from your brokerage?*
Is there anything else you would like us to know?*
How did you find us?*

Indeed AdFacebookGoogleWeichert Cornerstone WebsiteReferralOther
Should be Empty:

Agent Success Interview Prep: Understanding Your Goals and Needs

For Existing Agents

For Existing Agents

For New Agents or Those Not Yet Licensed