The Ultimate Guide to the Real Estate Professional Questionnaire

Building strong relationships with real estate agents is a key strategy for loan officers who want to grow their referral business and create a steady pipeline of clients. The right partnerships can lead to a seamless home-buying experience for borrowers while increasing deal flow for both professionals.

This guide is designed to help loan officers conduct effective interviews with potential real estate agent partners. By asking the right questions and assessing key business practices, you can identify agents whose values, strategies, and client care align with your own.

Whether you're looking for top-performing agents to collaborate with or newer professionals eager to grow alongside you, this structured approach will ensure that your partnerships are productive and mutually beneficial.

Use this questionnaire to gain insights into an agent’s marketing efforts, lead generation, customer relationship management, and overall business strategy. The goal is to create a winning team that delivers outstanding service to clients and builds lasting success in the real estate industry.