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LO Onboarding Form
1
What is your full legal name?
*
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First Name
Last Name
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2
Primary phone number
*
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Please enter a valid phone number.
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3
Preferred method of communication
*
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Phone
SMS (Text)
Email
All 3
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4
NMLS ID
Enter if applicable
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5
What states are you licensed in?
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6
Years of experience in the mortgage industry?
*
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Enter number below
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7
Years worked at previous company?
*
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8
Average monthly loan production volume?
*
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Enter a number below
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9
Loan Types of Expertise?
Choose all that apply
Conventional
DSCR
FHA
VA
USDA
Non-QM
Other
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10
How do you typically generate leads?
*
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11
Do you have an existing database of leads or clients?
*
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YES
NO
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12
What additional support or resources would you find helpful for lead generation?
*
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13
Preferred Work Setting?
*
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Remote
In-Office
Hybrid
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14
Do you prefer self-generated leads or company-provided leads?
*
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Self-generated
Company
Both
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15
CRM Experience (Name of CRMs used in the past)
*
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List below
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16
Loan Origination Systems (LOS used in the past)
*
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List below
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17
Pricing Engine Systems (used in the past)
*
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List below
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18
Are you currently involved in any compliance-related matters
*
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If yes explain below, if no just put no
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19
Have you ever been subject to regulatory actions?
*
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If yes explain below, if no just put no
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