Stop Hiring Mortgage Rookie Loan Officers Based on Interviews Alone
One Bad Hire Can Cost You $35,000–$60,000.
Don’t Make Another Hiring Decision Without Objective Data.
Every mortgage company is searching for the next great loan originator.
Yet most hiring decisions are still based on…
- A good interview
- Industry or sales experience
- A resume
- "Gut instinct"
Unfortunately…
None of these predict whether a candidate has the behavioral traits required to succeed in mortgage sales.
That’s why so many rookie hires fail within their first year.
- A good interview
- Industry or sales experience
- A resume
- "Gut instinct"
Unfortunately…
None of these predict whether a candidate has the behavioral traits required to succeed in mortgage sales.
That’s why so many rookie hires fail within their first year.
There’s a better way.
The Mortgage Rookie Pre-Hire Assessment
gives hiring managers objective data before
making a hiring decision.
Don’t Hire Until They’re Matched to Origination.
See What the Rookie Pre-Hire Assessment Delivers
Go beyond the interview with objective insights into how a candidate may fit the role.
A Better Picture of Your Next Hire
The assessment doesn’t just give you another interview score. It provides a detailed look at key areas that can influence a candidate’s fit for the role.
Sample results include:
- Overall Matching Score
- Personality fit
- Cognitive ability
- Sales knowledge
- Behavioral tendencies
- Interview questions tailored to the candidate
The actual sample report shows an overall Matching Score along with separate indicators for Personality, Cognitive Ability, Logical Reasoning, and Sales Knowledge Skills Test.
Sample Assessment Report
Hiring the Wrong Rookie Is More Expensive Than You Think
A poor hiring decision costs far more than
recruiting fees. It also includes:
- Recruiting expenses
- Licensing costs
- Training investment
- Manager coaching time
- Lost production
- Opportunity cost
- Team disruption
- Turnover
One poor hiring decision can easily cost $35,000–$60,000 before the employee leaves—or is terminated for poor sales results.
For a fraction of that investment, you can dramatically improve your odds of hiring someone with the potential to succeed.
Introducing the Mortgage Rookie Pre-Hire Assessment
A Hiring Decision Tool Built Specifically for the Mortgage Industry
For more than 25 years, mortgage lenders have used the Mortgage Rookie Pre-Hire Assessment to identify candidates with the
behavioral characteristics associated with successful mortgage originators.
Instead of relying on impressions from an interview…
You’ll make hiring decisions using validated sales characteristics developed specifically for mortgage origination.
This isn’t another personality profile.
It’s an objective hiring tool designed to reduce costly hiring mistakes.
What You’ll Learn Before You Hire
The assessment helps identify whether a candidate has the behavioral strengths associated with successful mortgage sales, including:
• Sales motivation or work intensity
• Drive to prospect
• Resilience after rejection
• Coachability
• Persistence
• Commission sales readiness
• Sales potential
When you know more before you hire…
You hire with greater confidence.
Why Mortgage Companies Use It
Hiring managers use the assessment to:
Reduce costly hiring mistakes
Increase confidence in hiring decisions
Build stronger rookie classes
Focus coaching on candidates with higher potential
Improve long-term retention
Increase the return on recruiting and training investments
Hiring better people is always less expensive than replacing the wrong ones.
Why Mortgage Companies Use It
Hiring managers use the assessment to:
Reduce costly hiring mistakes
Increase confidence in hiring decisions
Build stronger rookie classes
Focus coaching on candidates with higher potential
Improve long-term retention
Increase the return on recruiting and training investments
Hiring better people is always less expensive than replacing the wrong ones.
Why DISC Isn’t Enough
DISC is an excellent communication tool. It helps managers understand how people communicate and interact. But DISC was never designed to predict commission sales success.
DISC doesn’t tell you:
- Will this person consistently prospect?
- Can they handle rejection?
- Are they naturally driven to sell?
- Can they succeed in a commission-based environment?
- Will they respond to coaching?
Those answers matter when making hiring decisions.
The Mortgage Rookie Pre-Hire Assessment evaluates the 14 behavioral characteristics most closely associated with success in mortgage origination.
How It Works
1
Place Your Order
Complete the secure online order form.
You’ll provide:
- Hiring manager name
- Company
- Mobile number
2
Invite Your Candidate
Enter the candidate’s:
- Name
- Mobile number
The candidate immediately receives a secure assessment link from our industrial psychologists..
The assessment takes approximately 30–40 minutes to complete.
3
Receive Your Hiring Report
Candidates have 72 hours to complete the assessment. In our experience, a candidate will take the assessment within the 3-day time period if interested in the position.
Automatic reminder notifications are sent during that period.
Once completed, you’ll receive:
- Hiring recommendation
- Behavioral analysis
- Hiring report
- Electronic delivery
Simple Pricing
Mortgage Rookie Pre-Hire Assessment | $300 Per Candidate
Need Help Making the Hiring Decision?
Sometimes the assessment confirms what you’re already thinking.
Sometimes it raises important questions.
If you’d like an experienced second opinion, Pat Sherlock is available to personally review the assessment with you.
Optional Hiring Decision Consultation
60 Minutes – $395
You’ll receive:
- Detailed review of the assessment
- Discussion of strengths and concerns
- Interview guidance
- Coaching recommendations
- Hiring recommendation based on more than 35 years of mortgage sales leadership and hiring expertise.
Need Help Making the Hiring Decision?
Sometimes the assessment confirms what you’re already thinking.
Sometimes it raises important questions.
If you’d like an experienced second opinion, Pat Sherlock is available to personally review the assessment with you.
Optional Hiring Decision Consultation
60 Minutes – $395
You’ll receive:
- Detailed review of the assessment
- Discussion of strengths and concerns
- Interview guidance
- Coaching recommendations
- Hiring recommendation based on more than 35 years of mortgage sales leadership and hiring expertise.
Best Value
Assessment Only
$300
Assessment + 60-Minute
Hiring Consultation
$695
Make Your Next Rookie Hire With Confidence
Every interview tells you how well someone interviews.
The Mortgage Rookie Pre-Hire Assessment helps you understand how well they are matched to succeed in mortgage sales.
Don’t Hire Until They’re Matched to Originate.