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Welcome to Connect

Congratulations on joining CONNECT... we're thrilled to have you here!

To help get us started, we need to learn a little bit more about you, your business, and your goals. This will ensure we can share the industry best practice resources most relevant to where your business is right now, to help you get to where you want to be.

 

Complete the short questionnaire below now...

Start

Connect Membership

First, we'd like to learn a little bit more about you.

Question 2 of 11

How long have you been in the mortgage industry?

A

<6 months

B

6 mths - 2 years

C

2 - 5 years

D

5 - 10 years

E

10+ years

Question 3 of 11

What products and services do you offer your clients?

(Select all that apply)
A

Residential Loans

B

Asset Finance

C

Commercial Loans

D

Insurance

E

Other…

Your Business...

Next, we'd like to learn a little bit more about your business.

Question 5 of 11

Do you have a team or any support in your business?

(Select all that apply)
A

None / Solo Broker

B

Business Partner

C

Loan Processor

D

Parabroker

E

Customer Service Manager (CSM)

F

Loan Writer

G

Broker

H

Other…

Question 6 of 11

On a scale of 1-5, how systemised is your business?

Select 1 if the business is solely reliant on you with limited technology and no business processes documented, select 5 if your business and team is self-sufficient and could run successfully without you.

A

1

B

2

C

3

D

4

E

5

Question 7 of 11

In terms of monthly loan volume, how is your business going on average?

A

Up to $2M / month

B

$2M - $5M / month

C

$5M - $10M / month

D

$10M - $25M / month

E

$25M+ / month

F

Other…

Your Goals...

Finally, we'd like to learn a little more about your goals. 

Question 9 of 11

When it comes to growing your business, what are your current priorities? 

(Select all that apply)
A

Increasing Volumes

B

Saving Time

C

Growing Team

D

Other

Question 10 of 11

When it comes to growing your business, what are your biggest challenges?

Question 11 of 11

If anything was possible, where would you like your business to be in 12 months time?

Confirm and Submit