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EDITABLE WORKSHEET · MORTGAGE
Loan officer recruiting workbook
Understand the originator’s business before presenting a move.
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
Of $24M historical funded production, $12M came from a company-owned lead source; do not assume all volume transfers.
See the completed worksheet example
- Production period, scope and authorized evidence
- Fictional LO: $24M funded in twelve months; distinguish it from applications and team totals.
- Business sources and support dependencies
- $12M self-developed relationships and $12M employer-generated inquiries; no borrower identities collected.
- What the LO wants to preserve
- Preserve trusted service and reliable communication with referral partners.
- Current friction and desired outcome
- Unclear scenario-answer ownership causes delays; ask for a recent example.
- Proposed fit and evidence required
- Meet the proposed escalation owner and verify the actual workflow.
- Unresolved licensing or transition questions
- Licensing team confirms destination-state authority; authorized owners address data and pipeline questions.
Offline formats
This worksheet is page 13 of the 27-worksheet collection.