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Free Lead Flow Audit for Realtors & Loan Officers
Find where your leads are slipping, how much time you're losing, and what to fix first. Takes 2–3 minutes. No spam.
Section 1 — Basic Info
1. Full Name
*
2. Email
*
3. Business Type
*
3. Business Type
A
Realtor
B
Loan Officer / Mortgage Broker
4. Preferred language
*
We'll deliver your audit in your preferred language.
4. Preferred language
A
English
B
Español
Section 2 — Lead Flow
5. Where are most of your leads coming from right now?
*
5. Where are most of your leads coming from right now?
Zillow
Facebook Ads
Realtor.com
Instagram
Referrals
Open Houses
Website
Other
6. Roughly how many new leads do you get per month?
*
6. Roughly how many new leads do you get per month?
A
0-10
B
10-25
C
25-50
D
50+
7. On average, how quickly do you respond to a new lead?
*
7. On average, how quickly do you respond to a new lead?
A
Within 5 minutes
B
5-30
C
30-60
D
1-3 hours
E
Same day
F
Next day or later
8. What happens immediately after a new lead comes in?
*
Section 3 — Bottlenecks
9. What is your biggest challenge with handling new leads?
*
10. About how many hours per week do you spend on follow-up or admin work?
*
10. About how many hours per week do you spend on follow-up or admin work?
A
0-5
B
5-10
C
10-20
D
20+
Section 4 — System Check
11. Do you currently have an automated follow-up system in place?
*
11. Do you currently have an automated follow-up system in place?
A
Yes
B
No
C
Not sure
12. What CRM or system are you currently using?
*
Section 5 - The Numbers
13. Roughly how many deals do you close per month?
*
13. Roughly how many deals do you close per month?
A
0-5
B
6-10
C
11-20
D
20+
14. What is your average commission per closed deal?
*
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