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My Account
About
Weekly Calls
Fairway National Sales Call Powered by Ignite
National Sales Call Recordings
Monday's Kickstart Your Week Call
Ignite Coaching
Events
Workshops
The Pulse
Resources
FOLLOW-UP GROUP COACHING
QUESTIONNAIRE
First Name
*
Last Name
*
Employee ID
*
This can be found on Workday. View your profile and the Employee ID is the first item listed under Job Details.
Mobile
*
(###)
###
####
Are you Licensed?
*
YES
NO
NMLS #
Office Phone
*
(###)
###
####
Office Street
*
Office City
*
Office State/Province
*
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
DC
Office Zip/Postal Code
*
If you report to anyone other than your Branch Manager, Please list.
Are you a Corporate Employee
*
Only answer YES if you work at a Corporate Office. If you work for a Branch, please answer NO.
YES
NO
Industry/Business Info
Fairway Anniversary
*
MM
DD
YYYY
Industry Anniversary (mo/yr)
*
What former companies have you worked for and what positions did you hold?
*
Have you ever been coached before?
*
YES
NO
If yes, by whom or which company?
How long were you coached before you stopped?
Why did you stop coaching?
What level of intensity are you looking for in terms of accountability?
*
Please rate 1-5 with 1 being the least intensive and 5 being the most intensive
1
2
3
4
5
Where do you rank yourself in terms of consistent daily discipline?
*
1 being the least disciplined and 5 being the most disciplined
1
2
3
4
5
Do you have written goals for your business?
*
YES
NO
What were the last 2 books you read?
*
Personal Info
Home Street Address
*
Home City Address
*
Home State/Province
*
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Home Zip Code Address
*
Your Birthdate:
*
You can put 1900 for the year, that's not required.
MM
DD
YYYY
Are you currently married or in long-term partnership?
*
YES
NO
I prefer not to answer
Spouse/Significant Other's Name:
Spouse/Significant Other Birthdate:
You can put 1900 for the year, that's not required
MM
DD
YYYY
Children - Name/s and Birthdate/s:
Tell us about your pets!
Coaching Goals
What do you feel are the top 3 challenges you face today?
*
What do you feel are your 3 greatest strengths?
*
What do you feel are your 3 greatest weaknesses?
*
Briefly outline who is on your team and what roles they play
*
What is your primary source of business?
*
How many referral sources do you currently serve?
*
What tools do you currently use in your business?
*
(Motivator, Mortgage Coach, HBM, Video Marketing, etc.)
What are your primary objectives for engaging a coach today?
*
Is there anything else that you think your coach should know before we begin?
Coaching Goals
How Much do you plan to spend on Monthly Leads?
*
$
Previous Year - Closed Loan Volume (Dollars)
*
$
Previous Year - Closed Loan Units
*
Previous Year - Credit Pulls
Optional if you have this information available
Previous Year - Lead Count (# of total Leads)
*
YTD - Closed Loan Volume (Dollars)
*
$
YTD - Closed Loan Units
*
YTD - Credit Pulls
Optional if you have this information available
YTD - Lead Count (# of total Leads)
*
This Year Goals - Closed Loan Volume (Dollars)
*
$
This Year Goals - Closed Loan Units
*
Thank you for completing your registration! Please watch for an email confirming your registration.