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EDITABLE WORKSHEET · MORTGAGE
Branch and team assessment
Assess shared production, people and operational capacity without double-counting.
Leading or recruiting a mortgage branch? Use this assessment with our free Recruiting mortgage branches and teams course to examine team economics, operational capacity and transition readiness.
How to use it
Use a fictional case first. Replace assumptions with verified, authorized information before professional use. Keep real candidate information in your approved systems. Complete each field, identify the next action and review the plan with the appropriate owner.
Completed example: the reasoning
An $80M branch total already includes the manager’s $20M; total production remains $80M.
See the completed worksheet example
- Decision group and individual permissions
- Leader, individual LOs, operations, HR and licensing have distinct roles and permissions.
- Shared total and included producers
- Fictional $80M branch includes the manager’s $20M; do not add it again.
- Period, units and source evidence
- Twelve-month funded volume and units; authorized aggregate source to be verified.
- Operations capacity and staffing gaps
- Five initial starts supported; additional processing capacity needed for a second wave.
- Economic definitions requiring finance review
- Normalize support allocation, fixed costs and contribution definitions with finance.
- Go/no-go conditions and owners
- Second wave waits for licensing clearance, tested access and the agreed staffing milestone.
Offline formats
This worksheet is page 15 of the 27-worksheet collection.