FAR Level Up Marketing Plan Builder

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* 1. What is your FAR partner email address?

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* 2. What states are you licensed to do mortgages in?

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* 3. How long has your company been in business?

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* 4. Does your company have (select all that apply):

Reverse loan officers

Forward loan officers

A reverse referral program for forward LOs

A design team

Legal or compliance department

Reverse loan processors

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* 5. What company do you submit majority of your reverse loans to?

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* 6. How do you generate leads?

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* 7. Do you have a client portfolio you can access and filter to find leads (select all that apply)?

Previous forward borrowers who have aged into reverse products

Non qualifying forward or reverse mortgage leads

Funded reverse mortgage borrowers who might be ready to refinance

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* 8. Does your professional network consist of (select all that apply):

Financial professionals

Realtors

At home health care agencies

Long-term care insurance companies

Retirement home builders

Divorce attorneys

None of the above

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* 9. What hurdles do you have when selling reverse mortgages (select all that apply)?

Reverse perception

Finding leads

Closing the deal

Identifying the best product for borrower

Showing the financial benefits

Other

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* 10. Do you or your company do any of the following marketing (select all that apply):

Print and email campaigns

CRM or marketing automation

None or very limited

Professional presentations

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* 11. What types or marketing material would you like to have?

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* 12. Rank how you conduct your client meetings from most to least

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* 13. Do you currently host any seminars or classes?

Yes, regularly

Yes, but not often

No, but I would like to

No and I don't plan to

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* 14. Which training classes interest you (select all that apply)?

Sales and marketing

Product knowledge and guidelines

CRMP approved

Professional network CE courses

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* 15. What percentage of your business is reverse?

75% or more

50% to 74%

25% to 49%

Less than 24%

FAR Level Up Marketing Plan Builder

Question Title

* 1. What is your FAR partner email address?

Question Title

* 2. What states are you licensed to do mortgages in?

Question Title

* 3. How long has your company been in business?

Question Title

* 4. Does your company have (select all that apply):

Question Title

* 5. What company do you submit majority of your reverse loans to?

Question Title

* 6. How do you generate leads?

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* 7. Do you have a client portfolio you can access and filter to find leads (select all that apply)?

Question Title

* 8. Does your professional network consist of (select all that apply):

Question Title

* 9. What hurdles do you have when selling reverse mortgages (select all that apply)?

Question Title

* 10. Do you or your company do any of the following marketing (select all that apply):

Question Title

* 11. What types or marketing material would you like to have?

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* 12. Rank how you conduct your client meetings from most to least

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* 13. Do you currently host any seminars or classes?

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* 14. Which training classes interest you (select all that apply)?

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* 15. What percentage of your business is reverse?

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* 16. What's your biggest goal for the next 12 months?