Brokerage Fit Assessment

Answer 14 quick questions to see how well your current brokerage fits you. We will email you your results.

Full Name

Phone Number

Email Address

Current Brokerage Name

Lead Quality/Volume: How satisfied are you with the number and quality of leads your current brokerage provides?

Very satisfied Somewhat satisfied Neutral Dissatisfied Very dissatisfied / no leads at all

CRM & Automation: How would you rate the CRM/technology tools your brokerage gives you?

Excellent, saves me time Good Okay / basic Poor None provided / I pay for my own

Commission Structure: How do you feel about your current commission split or fee structure?

Very fair Fair Neutral Unfair Very unfair, considering a change

Mentorship/Support: How supported do you feel by your broker/team lead when you have questions or need guidance?

Extremely supported Supported Neutral Unsupported Completely on my own

Admin Burden: How much time do you spend weekly on administrative tasks that feel like they should be handled for you?

Under 2 hours 2-5 hours 5-10 hours 10-15 hours 15+ hours

Marketing Support: How satisfied are you with the marketing materials and support your brokerage provides?

Very satisfied Satisfied Neutral Dissatisfied Very dissatisfied / I do everything myself

Income Stability: How predictable is your monthly income right now?

Very predictable Mostly predictable Somewhat unpredictable Unpredictable Very unstable, stressed about it

Culture/Community: How connected do you feel to your current brokerage's culture or community?

Very connected Connected Neutral Disconnected Completely isolated

Tech Stack: Does your current brokerage give you access to modern tools (AI lead gen, automated CMAs, texting/drip campaigns)?

Yes, fully equipped Mostly Some tools Very few None

Growth Ceiling: Do you feel there's a clear path to grow your income/business at your current brokerage?

Very clear path Clear path Unsure Limited path No path at all, plateaued

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