Intake Assessment Survey

1.Personal Information
(Required.)

First Name

Last Name

Email Address

Mobile Number

Personal Email

2.Briefly describe your role.(Required.)

3.List your team members and their titles/roles.(Required.)

4.When you are not available, which person on your team is available to help answer questions that we may have?
(Required.)

First Name

Last Name

eMail Address

Phone

5.What are your top 3 goals as an ELITE member?(Required.)

Goal 1

Goal 2

Goal 3

6.What are the top three things you would be able to contribute to other ELITES?(Required.)

First

Second

Third

8.Please answer the following (please enter the full amount; e.g. $250K should be entered as 250000):(Required.)

Income Goal:

Average Loan Amount:

Average commission (basis points):

% of Pre-Qual Conversations that result in applications submitted to processing:

% of applications that result in personal funding:

This year's Units funded goal:

This year's $ funded goal:

Last year's units:

Last year's $ funded amount:

10.Will you earn more than $650,000 this calendar year?(Required.)

Yes

No (If there are special circumstances for lower income this year please let us know)

11.Please upload your YTD P&L or YTD Paystub here(Required.)

Regardless if you entered yes or no to question 10 please upload a PDF, DOC/X or JPG image

No file chosen

12.Will you fund more than 220 transactions this year?(Required.)

Yes

No - let us know if you have lower volume due to higher loan amounts, reverse mortgages, you are an owner/partial non producer etc.

13.Please upload your Closed Loan YTD Production Report here(Required.)

Regardless if you answered yes or no to question 12 please upload a PDF, DOC/X or image version of your YTD Production Report

No file chosen

14.Will you work less than 40-hours a week, on average this year?(Required.)

Yes

No (If there are special circumstances for increased hours please let us know)

We require each applicant to submit a 5 minute video on why you should be accepted into ELITE.

If you want to record or upload it right now please click this link:
We will also send you an email with instructions and a link to provide your video afterwards but all applicants must provide a video to be considered.