LO Onboarding Form

1

What is your full legal name?* This field is required.

First Name

Last Name

2

Primary phone number* This field is required.

Please enter a valid phone number.

3

Preferred method of communication* This field is required.

Phone

SMS (Text)

Email

All 3

4

NMLS IDEnter if applicable

5

What states are you licensed in?Enter if applicable

6

Years of experience in the mortgage industry?* This field is required.Enter number below

7

Years worked at previous company?* This field is required.

8

Average monthly loan production volume? * This field is required.Enter a number below

10

How do you typically generate leads?* This field is required.

11

Do you have an existing database of leads or clients?* This field is required.

YESNO

12

What additional support or resources would you find helpful for lead generation?* This field is required.

13

Preferred Work Setting?* This field is required.

Remote

In-Office

Hybrid

14

Do you prefer self-generated leads or company-provided leads?* This field is required.

Self-generated

Company

Both

15

CRM Experience (Name of CRMs used in the past)* This field is required.List below

16

Loan Origination Systems (LOS used in the past)* This field is required.List below

17

Pricing Engine Systems (used in the past)* This field is required.List below

18

Are you currently involved in any compliance-related matters* This field is required.If yes explain below, if no just put no

19

Have you ever been subject to regulatory actions?* This field is required.If yes explain below, if no just put no