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Model-Match Assessment Form


Please select the appropriate rating for each question below. * All questions are mandatory
Leadership
1) Are communications at your current organization clear, concise and consistent?
         


2) Do the leaders of your current organization have a clear vision for the firm?
         


3) Do the leaders of your current organization give you a voice in the operation of the firm?
         


4) Do the leaders of your current organization permit you to impact operations of the firm?
         


5) Do the leaders of your current organization permit you to reasonably adapt policies and procedures to your unique circumstances or style?
         


Culture
6) Overall how would you rate the Compensation, Benefits and Recognition provided by your current organization?
         


7) Do you feel your current organization provides for your professional development and growth?
         


8) How well do the job characteristics (tasks, independence, status, meaningfulness, work/life balance) of your current position match your needs and wants?
         


9) Are you satisfied with the organizational character and reputation of your current organization?
         


10) How satisfied are you with the relationships (bosses, managers, team members) you have at your current organization?
         


Business
11) Does your current organization support substantial business from the same sources (realtors, builders, financial advisors, online/social media) in which you source business?
         


12) Is your current organization's mix of loan types (purchase/refinance, FHA/GSE, Conforming/Non-Conforming similar to your own?
         


13) Do the future business development priorities of your current organization match your own?
         


Operations
14) Does the structure of your current organization's operations (centralized vs. de-centralized) match your preferences?
         


15) Does your current organization close loans consistently on time?
         


16) Does your current organization consistently meet industry service standards?
         


17) Is your current organization's loan pricing consistent and competitive?
         


Technology
18) Does your current organization employ technology that is current, effective, user-friendly and integrated?
         


19) Are technology advisors and trainers available to you as needed?
         


Geography
20) Does your market fit within the geographical target of your current organization?
         


   
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