PROFITABILITY ASSESSMENT FORM
This brief assessment identifies the strengths and opportunities within your brokerage’s recruiting, training, and revenue infrastructure. Your responses will benchmark your firm’s readiness for scalable growth and help generate your personalized Realvisory Brokerage Performance Snapshot.
Name
First Name
Last Name
RECRUITING STRATEGY
Do you have a formal recruiting plan or documented process? Y/N
YES
NO
How many new agents do you interview on average each month?
Do you use a CRM or database to track recruiting activity?
YES
NO
Is video or social media marketing part of your recruiting outreach?
YES
NO
ONBOARDING & TRAINING
Do you provide a structured onboarding program for new agents?
YES
NO
How often are training sessions conducted?
Weekly
Bi-Weekly
Monthly
Ad-Hoc
Does your brokerage maintain a training calendar or scheduled curriculum?
YES
NO
Who primarily conducts training sessions?
Broker
Manager
Team Leader
Outside Coach
Other
COACHING, DEVELOPMENT & PROFITABILITY
Does your brokerage offer a mentorship program to new or inexperienced associates?
YES
NO
Do you have a defined system to measure agent progress or production milestones?
YES
NO
Does your brokerage leverage ancillary services (e.g., mortgage, title, insurance, vendors) as an additional revenue stream?
YES
NO
How would you describe your office culture?
Collaborative
Independent
Competitive
Unclear
📩 Submit your responses to receive your customized Brokerage Performance Snapshot from Realvisory.
Email
example@example.com
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