Social Media Pre-Audit Questionnaire

Please complete this form as thoroughly as possible. After submission, you’ll be directed to a confirmation page where you can schedule a session with our in-house social media expert.
Name

First NameLast Name
Work Phone Number
Please enter a valid phone number.
Work Email
example@example.com
What state are you currently licensed in?

AlabamaAlaskaArizonaArkansasCalifornia - DFPIColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndiana - SOSIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexas - SMLUtah - DREVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Please share links to your current social media profiles:
1. Instagram
2. Facebook
3. LinkedIn
4. YouTube
5. TikTok
6. Google Business Page
7. Twitter/X
Which platforms do you have the most questions about (check all that apply)?

InstagramFacebookLinkedInYouTubeTikTokTwitter/XGoogle Business Page
Section 2: Branding & Identity
1. What do you want to be known for on social media?
(VA loan expert, real estate investor, first-time buyer support, funny + relatable, etc.)
2. Who is your ideal audience?
(e.g., veterans, investors, high-income families, realtor partners, etc.)
3. Are you building socials under a DBA (Doing Business As) or your personal brand?
Section 3: Content Preferences & Goals
1. What are your main goals for using social media? (Check all that apply)

Attract homebuyer leadsEducate clients and partnersRecruit real estate referral partnersBuild personal brand (stay top of mind)Other
2. Are you comfortable being on camera?
3. What types of content are you most interested in creating? (Check all that apply)

Video (face-to-camera)Graphics (tips, quotes, stats)Personal photosClient success storiesReposting helpful articles/resourcesOther
4. How often would you like to post each week?
(Be honest. We’ll build around your comfort level!)
Section 4: Voice & Inspiration
1. Which creators or loan officers you admire on social media?
(Drop IG handles or links if possible)
Section 5: Logistics
1. Do you need any recommendations for equipment to level up your social game (i.e. cameras, microphones, teleprompters, etc…)?
2. Is there anything else we should know about your goals, preferences, or current pain points with social media?
Should be Empty:

Section 2: Branding & Identity

Section 3: Content Preferences & Goals

Section 4: Voice & Inspiration

Section 5: Logistics