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Matchmaker Assessment

Complete this questionnaire and we will introduce you to professionals to create WIN/WIN Referral Partnerships.

Click the button below to start.

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Question 1 of 15

Full Name?

Question 2 of 15

Cell Phone?

Question 3 of 15

What is your occupation?

A

Realtor

B

Mortgage Originator

C

Real Estate Attorney/Escrow Officer

D

Financial Advisor

E

Estate Planning Attorney

F

P&C Insurance Agent

G

Accountant

H

Other

Question 4 of 15

Do you have a partnership with all the Core7 Professionals (Financial Advisor, Estate Planning Attorney, Real Estate Attorney/Escrow Agent, Accountant, Mortgage Originator, P&C Insurance Agent, and Realtor)?

A

YES

B

NO

Question 5 of 15

Do you have a systematic way to work with all your partners?

A

YES

B

NO

Question 6 of 15

Are your clients fully covered in all aspects of their financial plan?

A

YES

B

NO

C

NOT SURE

Question 7 of 15

Are you receiving referrals from all of your partners?

A

YES

B

NO

Question 8 of 15

Would you like an introduction to a Real Estate or Financial/Tax/Estate/Insurance Professional in your area?

A

YES

B

NO

Question 9 of 15

DESIRED ZIP CODE?

Question 10 of 15

What professionals would you like to be introduced to?

(Select all that apply)
A

Realtors

B

Mortgage Originators

C

R.E Attorneys/Escrow Officers

D

Financial Advisors

E

Estate Planning Attorneys

F

P&C Insurance Agents

G

Accountants

Question 11 of 15

IF THERE'S AN OPEN SEAT FOR YOUR PROFESSION IN A CORE7 NETWORKING GROUP CHAPTER. WOULD YOU LIKE TO BE INTRODUCED TO THE CHAPTER OWNER?  

A

YES

B

NO

Question 12 of 15

IF THERE'S NO CHAPTER IN YOUR AREA, WOULD YOU START THE CHAPTER?

A

YES

B

NO

C

I NEED MORE INFORMATION

Question 13 of 15

What State/States do you work?

(Select all that apply)
A

Alabama

B

Alaska

C

Arizona

D

Arkansas

E

California

F

Colorado

G

Connecticut

H

Delaware

I

Florida

J

Georgia

K

Hawaii

L

Idaho

M

Illinois

N

Indiana

O

Iowa

P

Kansas

Q

Kentucky

R

Louisiana

S

Maine

T

Maryland

U

Massachusetts

V

Michigan

W

Minnesota

X

Mississippi

Y

Missouri

Z

Montana

AA

Nebraska

AB

Nevada

AC

New Hampshire

AD

New Jersey

AE

New Mexico

AF

New York

AG

North Carolina

AH

North Dakota

AI

Ohio

AJ

Oklahoma

AK

Oregon

AL

Pennsylvania

AM

Rhode Island

AN

South Carolina

AO

South Dakota

AP

Tennessee

AQ

Texas

AR

Utah

AS

Vermont

AT

Virginia

AU

Washington

AV

West Virginia

AW

Wisconsin

AX

Wyoming

Question 14 of 15

WOULD YOU LIKE INFORMATION ON OUR FREE CORE7 AUTO-PILOT MARKETING SYSTEM?

FREE 30 - DAY FREE TRIAL

A

YES

B

NO

Question 15 of 15

WOULD YOU LIKE TO ATTEND THE NEXT CORE7 CERTIFICATION BOOTCAMP ($47)?

A

YES

B

NO

Confirm and Submit