VERBAL ASSESSMENT

• Call (803) 658-8454 and leave a voicemail to set up a time to review a client's loan information.

WRITTEN ASSESSMENT

1. Pat's boyfriend called to check on Pat’s preapproval status. She has been denied due to credit issues. What would you tell Pat's boyfriend?

2. John Doe leaves a message to call him reference to a house he just passed on the road. How would you handle this situation?

3. This job requires a lot of follow up in order to complete certain tasks. You have emailed Betsy Smith twice for a document that we need. What would you do on your third attempt?

MATH ASSESSMENT

1. The annual tax bill is $646.76 yearly. How much will you need to save on a monthly basis in order to pay the taxes for next year?

2. There is a monthly fee of $45 per month. The monthly bill is six (6) months past due. How much is owed?

3. Deed stamps cost $3.7 per $1,000. How many deed stamps are needed for $68,000?

4. What is 2.5 percent of $82,500?

5. If 43,560 sq. ft = 1 acre, then 18,900 sq. ft = _______acres

For tasks 2-5 you will need to create a folder on the desktop and label as your first and last name and save your work. Once all tasks have been completed, you will need to email your completed work in a compressed (zipped) folder to yourself and blind copy hr@ericahomes.com. After you have emailed the folder, please delete the folder from the desktop.

TASK 1

Go to www.infusionsoft.com 

username: ericasimpson@ericahomes.com & password: Erich@1017

Provide the email and phone number for  Timothy Ford in the box below 

 

**Note: This is just a test to see if you can navigate unfamiliar software. You will be trained to use the software if hired.***

TASK 2

Take a screen shot of Timothy Ford’s information and save it on the desktop in the folder you created.

TASK 3

Draft an email to yourself with the Subject being your last name and then first name and blind copy hr@ericahomes.com. Attach a business letter to the email written by you explaining to John Doe why he should choose Erica Simpson to sell his house using 10 sentences or less. (SAVE THE EMAIL TO SEND ALONG WITH OTHER WORK AT THE COMPLETION OF ALL TASKS)

TASK 4

Use the internet to find an agent in Germantown, MD and PDF the info into your folder on the desktop

TASK 5

PDF the directions from 1749 Great Falls Hwy, Lancaster, SC to 115 Wilson St, Ft Mill, SC and save in your folder.

DISC TEST

Go to https://www.tonyrobbins.com/ue/ and complete the Personality Test. Once completed, download your results to both tests and save in the folder on the desktop to send along with your other work in a Compressed (zipped) folder. Again, once you have emailed your work, please delete the folder from the desktop.