Loan Officer 2022 Planning Survey

Question Title

* 1. What do you think are your biggest strengths as an LO?

Referral Partner Relationships

Client Relationships

Communication (during the loan process, with agents, prospects, team, etc.)

Past Client Follow-Up

Marketing

Database Management

Other (please specify)

Question Title

* 2. What are your biggest weaknesses as an LO?

Referral Partner Relationships

Client Relationships

Communication (during the loan process, with agents, prospects, team, etc.)

Past Client Follow-Up

Marketing

Database Management

Other (please specify)

Question Title

* 3. Where do you believe the biggest opportunities are to grow your business in 2022?

Millennials / Gen-Z Homebuyers

Investment Properties

Slower market = more time for marketing and planning (database management, past client follow-up, marketing, etc.)

Educating buyers and agents on market conditions and industry news

Other (please specify)

Question Title

* 4. What do you think are the biggest threats to your business in the upcoming year?

COVID

Rates Increasing

Low Home Inventory

Other (please specify)

Question Title

* 5. What are your personal goals for 2022?

Increase Production

Develop more agent relationships

More client referrals

Build a team

Improve client satisfaction

Build a better online presence

Other (please specify)

Question Title

* 6. What kind of support would you like in 2022? How can we help you grow?

Question Title

* 7. If you would like to discuss your answers in your one-on-one 2022 marketing planning meeting with Megan, please provide your name.

Name