Where you stand today
Rate yourself on the 7 questions that matter most: managing files on your own, working with brokers, cash flow, pricing and more.
Free 5-minute self-assessment
Before You Go Independent
7 Questions to Answer First
A five-minute self-assessment for experienced mortgage processors exploring contract or independent processing. Find out which questions you can already answer, and which ones you can't yet.
Free. Instant access. Type your answers into the PDF or print it.
What you'll find out
Knowing how to process a loan and running a processing business are two different skills.
The two questions that decide whether it pays
Most experienced processors can't answer them yet: what you'd charge per file, and how many paid files you'd need each month.
Your clear next step
Whether your answers say ready, needs work or unsure, you'll know exactly where to start preparing.
A look inside
Five minutes. Seven honest answers.
As an employee, someone else finds the files, sets the fee, covers slow months and decides who handles what. On your own, that's all you. This self-assessment won't tell you whether to go independent. It shows you what you'd need to figure out first.
A few of the questions
Could I cover my bills if a fee arrives 30 days late?
Do I know what I'd charge per file?
Do I know how many paid files I'd need each month to reach my income goal?
Mark each one Ready, Needs work or Unsure.
Created by Celline Iglesias
Practical experience. Clear questions. Your next steps.
Celline has processed loans, managed processing teams and founded a processing company. Those experiences taught her to look beyond the next task and ask what makes the whole business work.
Find out where you stand before you make the move.
Answer honestly. "Unsure" is a useful answer.