Online Visibility Audit Form
This form is essential to accurately assess your current online visibility and trust scores by humans and platforms. Please note - your "NAP" [Name, Address, Phone Number] + Job Title & Website needs to be decided on for how you want to show up online consistently so we can verify accurate standings while help create a plan moving forward. Do the best you can when completing this form, and don't worry, we got you!
Advisor Identity / Main Contact Info (to be used everywhere)
Business Name (Name used on mortgage disclosures/what consumers see)
*
First Name
Middle Name/Initial (*If Used)
Last Name
NMLS ID
*
Public Title (ex: Mortgage Lender, Mortgage Broker, Mortgage Advisor, etc.)
*
Team Name or Brand Name (if Applicable)
Main City/State
*
Website URL
*
Public Phone Number (that you approve to be used everywhere)
*
Please enter a valid phone number.
Format: (000) 000-0000.
Public Email
*
example@example.com
When people first discover you, you have about 3 seconds to make it crystal clear of exactly who you are, what you do, what problems you solve, where you solve them, and how you solve them differently. Without overthinking it, briefly explain this below as this helps us focus on your positioning.
Work Setup
Where do you mainly work/actually meet clients? (this matters for Google Business Profile)
*
From home
Branch office
Private office
Shared office
Co-working office
Multiple locations
If you work from home, do you want your home address hidden publicly (recommended)?
Yes
No
What city and state should be shown publicly?
Office address (if you don't have an office address, leave blank)
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Is there permanent signage with your logo/hours/etc. for Google Verification?
Yes
No
Are staff present during posted hours?
Yes
No
Markets Served
Which market model do you serve?
*
One market
Multiple markets
Not sure
Primary City you serve in
Primary County
Top 20 ZIP codes you serve
Top 10-15 Cities / Counties / and states you serve
Do you want separate local pages on your website (recommended if you don't have them)?
Yes
No
Are you licensed in all of these states?
Yes
No
Primary client persona you serve? (Move Up/Relo/VA/FTHB/Reverse/HELOC/Non-QM/etc.)
How do you serve these clients differently? (What's unique about your process/experience/etc.)
Top 3 Competitors in your market?
Existing Profiles
Google Business Profile
*
Yes
No
Google Business Profile profile URL
Google Business Profile is it accurate?
Yes
No
Google Business Profile is it verified? (blue checkmark)
Yes
No
Google Business Profile is claimed? (this is different than verified, this is claiming ownership)
Yes
No
Google Business Profile has old info?
Yes
No
Google Business Profile needs cleanup?
Yes
No
Google Business Profile do you want help setting it up?
Yes
No
If Account was suspended, provide suspension date
 -
Month
 -
Day
Year
Date
Any notice from Google we should be aware of or issues?
Are you set up on Bing Places (www.bing.com/forbusiness)
*
Yes
No
Bing Places profile URL
Bing Places is it accurate?
Yes
No
Bing Places is it verified?
Yes
No
Bing Places has old info?
Yes
No
Bing Places needs cleanup?
Yes
No
Bing Places do you want help setting it up?
Yes
No
LinkedIn
*
Yes
No
LinkedIn profile URL
LinkedIn is it accurate?
Yes
No
LinkedIn is it verified?
Yes
No
LinkedIn has old info?
Yes
No
LinkedIn needs cleanup?
Yes
No
LinkedIn do you want help setting it up?
Yes
No
Facebook Business Page
*
Yes
No
Facebook Business Page profile URL
Facebook Business Page is it accurate?
Yes
No
Facebook Business Page has old info?
Yes
No
Facebook Business Page needs cleanup?
Yes
No
Facebook Business Page do you want help setting it up?
Yes
No
Instagram
*
Yes
No
Instagram profile URL
Instagram is it accurate?
Yes
No
Instagram is it verified?
Yes
No
Instagram has old info?
Yes
No
Instagram needs cleanup?
Yes
No
Instagram do you want help setting it up?
Yes
No
YouTube
*
Yes
No
YouTube channel URL
YouTube is it accurate?
Yes
No
YouTube has old info?
Yes
No
YouTube needs cleanup?
Yes
No
YouTube do you want help setting it up?
Yes
No
Zillow
*
Yes
No
Zillow profile URL
Zillow is it accurate?
Yes
No
Zillow is it verified?
Yes
No
Zillow has old info?
Yes
No
Zillow needs cleanup?
Yes
No
Zillow do you want help setting it up?
Yes
No
Experience.com
*
Yes
No
Experience.com profile URL
Experience.com is it accurate?
Yes
No
Experience.com has old info?
Yes
No
Experience.com needs cleanup?
Yes
No
Experience.com do you want help setting it up?
Yes
No
Yelp
*
Yes
No
Yelp profile URL
Yelp is it accurate?
Yes
No
Yelp has old info?
Yes
No
Yelp needs cleanup?
Yes
No
Yelp do you want help setting it up?
Yes
No
Reddit activity or mentions
*
Yes
No
Reddit activity or mentions profile URL
Reddit activity or mentions is it accurate?
Yes
No
Reddit activity or mentions has old info?
Yes
No
Reddit activity or mentions needs cleanup?
Yes
No
Compliance and Public Identity
Are there old phone numbers online?
*
Yes
No
Are there old addresses online?
*
Yes
No
Are there old employer names online?
*
Yes
No
Do you have approved disclosure language?
*
Yes
No
List any old addresses found
List any old employer names or titles found
List all licensed states
Are there state-specific disclosure rules you know apply?
Yes
No
Content and Authority
Do you want help with bios?
*
Yes
No
Do you want help with service descriptions?
*
Yes
No
Do you want help with website copy?
*
Yes
No
Final Review
Anything else we should know? Awards, Certificates, Speaking/Podcast Appearances, etc.?
Upload links, screenshots, or compliance documents
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