Real Estate Profile
Private Money Broker
Real Estate Profile Questionnaire
Please tell us about yourself
First Name
Last Name
Your Email
Your Phone
What is your occupation?
Please choose your occupation category
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Unemployed
Retired
Where are you located?
Real Estate Profile Questionnaire
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How serious are you about this business?
Very serious
It's one of my hobbies
Our first year's financial goal for you as an broker is to replace your current annual employment income. In your case, what would that be?
Briefly describe what real estate brokering experience you have. For instance, how many private money loans have you brokered, if any.
What is your TARGET first year's income/revenue goal as a private money broker?
How long have you been involved in real estate?
Less than 6 months
6 months to 1 year
1 year to 3 years
3 years to 5 years
5 years or more
Real Estate Profile Questionnaire
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What is your age range?
18-30
31-40
41-50
51-60
61+
Do you have a 401K or an IRA?
401K
IRA
Both
No
What roadblocks or challenges have prevented you from being as successful as you want to be? (Time, commitment, finances, family, lack of deals, etc.)
Assuming that you are doing any kind of marketing, how many leads do you have coming into your broker funnel every week?
Not marketing
1 to 5 leads
5 to 10 leads
10+ leads
Real Estate Profile Questionnaire
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All business ventures require start up capital to invest into marketing, business entity setup, and scalability. In your case, how much cash and credit do you have available to invest today?
CASH
Less than $1K
$1K-$5K
$5K-$10K
$10K-$20K
$20K-$30K
$30K+
CREDIT
Less than $1K
$1K-$5K
$5K-$10K
$10K-$20K
$20K-$30K
$30K+
Do you currently have a Mentor or Real Estate Coach?
Yes
No
No, but I know I need one
If there was anything you could add to your training to help make you be more successful, what would it be?
How many hours a week can you dedicate to your Real Estate Business?
5-10 hours
10-20 hours
20-40 hours
40+ hours
Real Estate Profile Questionnaire
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Why do you want to start or expand your private money brokering business?
Retirement Planning
Replace my existing Income
Supplement my existing Income
Create both Income and Wealth
Other:
What is the current status of your private money brokering business?
I haven't started yet but I'm ready to start learning and doing today.
It's a part time endeavor but I am ready to turn it into a real, full-time business.
It is my full-time business, but I want to learn more and new ways to maximize it.
I’m retired or retiring & need additional income.
Real Estate Profile Questionnaire
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What is your biggest fear or worry when it comes to the Market?
What is your biggest weakness when it comes to private money brokering?
What is your biggest strength when it comes to private money brokering?
What is your biggest regret when it comes to private money brokering?
Where do you see your private money brokering business in 5 years?
Thank You!
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