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OUTPERFORM. OUTEARN. OUTLAST.

Book Your
Growth Strategy
Session Now

Take 2 minutes to answer some simple questions and we'll tailor a personalized strategy to help you achieve your goals.

Here's your chance to tell your potential clients something awesome.

You can also stop them in their tracks if they're not a good fit by turning off the CTA button, or linking it somewhere else (including another Funnel).

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Step 2

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What are the top 2-3 roadblocks to your success?

Understanding your key challenges helps us provide targeted, comprehensive solutions.

Generating high-quality leads consistently
Converting leads into closed loans efficiently
Building and maintaining strong referral networks
Implementing effective marketing strategies
Differentiating from competitors in the market
Keeping up with industry technology and trends
Balancing growth with operational efficiency
Something else
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Which of the following best describes your role?

Individual Originator
Team Manager
Executive or Owner
Something Else
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How many people are on your team or in your organization?

Just me
2-5
6-25
26-100
101-500
501+
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How many years have you been in the mortgage industry?

Your experience level helps us customize our approach to match your expertise and growth potential.

Less than 1 year
1-3 years
4-7 years
8-15 years
More than 15 years
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What's your target for monthly loan units within the next year?

Setting clear production targets helps us craft strategies to achieve and exceed your goals.

1-3 loans
4-6 loans
7-10 loans
11-15 loans
16-20 loans
21-25 loans
26-40 loans
More than 40 loans
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What's your average loan size?

Understanding your typical loan size helps us tailor strategies to your target market.

["Less than $100,000","$100,000 - $200,000","$200,000 - $300,000","$300,001 - $400,000","$400,001 - $500,000","$500,001 - $600,000","$600,001 - $700,000","$700,001 - $800,000","$800,001 - $900,000","$900,001 - $1,000,000","More than $1,000,000"]
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"4"
  • <$200K
  • $1M+
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Which best describes your current website situation?

Understanding your online presence helps us recommend appropriate digital strategies.

I have an active, lead-generating website
I have a website, but it's mostly just an online business card
I don't have a website
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How satisfied are you with your website's performance in generating leads?

Your satisfaction level guides our approach to enhancing your online lead generation.

Very satisfied - it's a lead generation powerhouse
Somewhat satisfied - it's generating leads, but could be better
Not satisfied - it's not effectively generating leads
I don't want to use my website for lead generation
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What's your website address?

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What kind of marketing are you currently doing?

Knowing your current efforts helps us identify gaps and opportunities in your marketing strategy.

(please check ALL that apply.)

    select Marketing channels
    select Marketing channels
    i'm finished
    Continue
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    Which CRM or lead management software do you currently use?

    Knowing your specific tools allows us to tailor our solutions for seamless integration.

    select your crm
    select your crm
    i'm finished
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    How satisfied are you with your current CRM or lead management software?

    Your satisfaction level guides our recommendations for optimizing or upgrading your tools.

    Very satisfied - it meets all my needs
    Somewhat satisfied - it's adequate but could be better
    Not satisfied - I'm actively seeking alternatives
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    What's your ALL-IN budget for marketing, lead generation, and business development?

    Understanding your budget helps us propose solutions that align with your investment capacity.

    ["$101 - $300\/month","$301 - $500\/month","$501 - $1,000\/month","$1,001 - $2,500\/month","$2,501 - $5,000\/month","$5,001 - $10,000\/month"]
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    "3"
    • <$100/month
    • $10K+/month
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    How open are you to investing in solutions that can significantly grow your business?

    Your openness to investment helps us gauge the scope of strategies we can propose.

    Very open - ready to invest for substantial growth
    Somewhat open - interested if there's a clear return on investment
    Cautious - prefer minimal investments at this time
    Not open to additional investments right now
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    Which best describes your current situation with referral partners (such as real estate agents)?

    Understanding your current partnerships helps us identify opportunities for expansion and improvement.

    I have strong, active referral partnerships
    I have some referral partners, but need to improve these relationships
    I don't have referral partners, but I want to develop them
    I don't have referral partners, and it's not a priority for my business
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    How important are these referral partnerships to your business growth?

    The importance of partnerships guides our strategy for leveraging and expanding your network.

    Extremely important - they're crucial to my business
    Very important - they contribute significantly
    Somewhat important - they help, but aren't essential
    Not very important - they play a minor role
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    Do you currently have a marketing team or agency supporting your efforts?

    Knowing your current support structure helps us determine how best to complement your existing resources.

    Yes, an in-house team
    Yes, an external agency
    No, I manage marketing myself
    No, I don't have any marketing support
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    In which market do you primarily operate?

    Understanding your market helps us tailor our solutions to your specific area.

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    When are you looking to implement a new solution?

    Immediately
    Within the next month
    Within the next 3 months
    In more than 3 months
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    What's your full name?

    Continue
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    What's your email address?

    Continue
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    What's your mobile number?

    Book My Growth Strategy Session
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