Mortgage Planner Readiness Scorecard

This scorecard is for loan originators and loan originator business owners who want to move beyond rate-led conversations and deliver a planning-led client experience—built on cash flow clarity, debt strategy, consistent onboarding and meaningful reviews.

In under 3 minutes, you’ll identify where your practice is strong, where it’s leaking value (retention, referrals, partner alignment), and what to focus on next to become the client’s trusted “financial quarterback”.

What you'll get

- A readiness rating (with a clear next-step focus)

- A suggested implementation path based on your answers

- Resources tailored to where you are right now