Client Profile

COMPANY INFORMATION
The purpose of this Client Profile form is to provide Affinity Five Search Group with a snapshot of your company so that we may represent you to potential qualified candidates. Upload additional documents as necessary. Thank you for taking the time to complete this document.
COMPANY NAME
COMPANY WEBSITE
CONTACT NAME
First Last
CONTACT TITLE
CONTACT EMAIL ADDRESS
CONTACT PHONE NUMBER
CORPORATE ADDRESS
Street Address Address Line 2 City State ZIP Code
CORPORATE STRUCTURE
Bank Depository – Privately held – Net Branch, Broker, etc.
ASSET SIZE OF COMPANY
BUSINESS MIX
Retail – Wholesale – Commercial
COMPANY OWNERSHIP
YEARS IN BUSINESS
STATES CURRENTLY LICENSED
SIZE OF SERVICING PORTFOLIO
CURRENT CAPACITY
COMPANY SUMMARY
In one to two paragraphs, can you please summarize your company’s growth and history to its current state.

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PRODUCTION
Current Number of branches:
How much additional volume can your firm comfortably absorb?
On average, are your Branch Managers Producing or Non-Producing?
In monthly dollar volume, what do you consider a “good” producer?
What is the minimum monthly production an originator must demonstrate to be considered for employment?
What is your firm’s strongest product?
Where is Processing / Underwriting done?
If production warranted, would you consider putting an Underwriter in a branch office?
Please tell us about your current Technology platform:
Are you Fannie / Freddie / Ginnie direct?
BREAKDOWN OF PURCHASE MIX
Builder %
Realtor %
Bank referred %
Database or personal referral %
Other %
Avg loan amounts
Type of products most often sold
Avg Profit per loan monthly/annually

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COMPENSATION
1. How do you typically compensate Loan Officers?
Please be specific when answering the following questions instead of answering “Yes” or “No” – type “N/A” for questions that do not apply.
A. Base Salary
B. Draw
please indicate recoverable or non-recoverable
C. Overrides
D. Commission
E. P&L Bonus
F. Revenue Sharing
G. Other Compensation
2. How do you typically compensate Branch Managers?
Please be specific when answering the following questions instead of answering “Yes” or “No” – type “N/A” for questions that do not apply.
A. Base Salary
B. Overrides
C. Commissions
D. P&L Bonus
E. Revenue Sharing
F. Other Compensation
3. How do you typically compensate Regional Managers?
Please be specific when answering the following questions instead of answering “Yes” or “No” – type “N/A” for questions that do not apply.
A. Base Salary
B. Overrides
C. Commission
D. P&L Bonus
E. Revenue Sharing
F. Other Compensation
4. Signing or Transitionary Bonus
Would your firm consider offering a Signing or Transitionary Bonus for Superior Candidates?
- YES
- NO
Upload Files
Note: If your firm has a Compensation Summary for Loan Officers / Branch Managers / Regional Managers that you feel would be helpful to Affinity Five Search Group in understanding your firm’s compensation guidelines, please send it to us.
Drop files here or
Accepted file types: docx, doc, pdf, Max. file size: 256 MB.

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EXPANSION
What are your firm’s expansion goals in the next 12 months?
What geographic areas are priority targets?
Will your firm consider Acquisitions as a means of expansion?
- YES
- NO
Will your firm consider production opportunities currently outside your licensing footprint?
- YES
- NO
From what companies do you typically have the most success in hiring candidates from?
WORKING WITH AFFINITY FIVE SEARCH GROUP
Does your firm typically engage recruiters or executive search firms?
- YES
- NO
How many other search firms / Recruiters is your firm currently engaged with?
What has been your experience (if applicable) with regard to working with recruiters?
VALUE PROPOSITION
What is your firm’s value proposition?
(Why would a candidate choose to work for your company over another?) Please be as descriptive as possible – avoid answering with statements like “We’re still in business” or “good company culture”. Try to answer as if candidates have only your statement to view with regard to evaluating the opportunity with your company. Please attach/submit additional sheets as necessary.
Submit additional sheets
Drop files here or
Accepted file types: docx, doc, pdf, Max. file size: 256 MB.
COMMENTS
Please provide any additional comments that will help us to better understand your company:
THIS CLIENT PROFILE WAS COMPLETED BY:
Thank you again for taking the time to complete this client profile document.
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Client Profile Form – Affinity Five Search Group Client Information.

Step 1 of 4

COMPANY INFORMATION

PRODUCTION

BREAKDOWN OF PURCHASE MIX

COMPENSATION

1. How do you typically compensate Loan Officers?

2. How do you typically compensate Branch Managers?

3. How do you typically compensate Regional Managers?

4. Signing or Transitionary Bonus

EXPANSION

WORKING WITH AFFINITY FIVE SEARCH GROUP

VALUE PROPOSITION

COMMENTS

Client Profile

Phone or Text