MLO Growth Program Application

Section 1

Contact Information

Full Name *

Email Address *

Mobile Phone *

City / State

NMLS Number *

Current Company / Mortgage Employer

States Currently Licensed In e.g., WA, OR, CA

Section 2

MLO Qualification — 10 Questions

1. Mortgage Experience — How long originating? *

Less than 1 year1–3 years3–5 years5–10 years10+ years

Closed loans in the last 12 months *

0–56–1213–2425–4950+

2. Current Business Mix — where does most of your business come from? (choose all that apply)

Real estate agent relationshipsPast clients / sphere / referralsBuilder or professional relationshipsOnline / purchased leadsCompany-provided leadsSelf-generated prospectingBalanced mix of several sourcesStill building my business

3. Real Estate Agent Relationships — how many meaningful professional relationships? *

Fewer than 55–1415–2930–4950+

4. CRM & Database Discipline *

Daily / highly disciplinedSeveral times each weekWeeklyOccasionallyRarelyI do not currently have an effective CRM system

5. Business Development Consistency *

DailySeveral times each weekWeeklyA few times per monthOccasionallyI need help creating a consistent system

6. BDM / Agent Growth Potential — how many could you realistically introduce in first 90 days? *

01–23–56–1011+

7. Growth Goals — what do you want from the program? (choose all that apply)

Build significantly more mortgage productionDevelop more Realtor and referral relationshipsBuild a team/network of active BDMsCreate a more consistent prospecting and follow-up systemBuild or expand my mortgage teamTransition to NEXA and access a broader growth platformA combination of the above

8. Coachability & System Adoption *

Very highHighModerateLow

9. Leadership & Recruiting Potential *

I want to build and lead a significant MLO/BDM organization.I want to recruit and mentor additional MLOs.I want to develop multiple productive BDM relationships.I primarily want to grow my own personal production.I am not sure yet but would like to explore it.

10. Why Great Rate Check + NEXA? *At least a few sentences.

Section 3

MLO Participation Agreement

Please review and agree to the following participation standards.

1. Active Growth Commitment

I understand that the Great Rate Check MLO Growth Program is an active business-development platform and that successful participation requires consistent effort, follow-up, and execution.

☐ I Agree

2. NEXA Onboarding & Licensing

I understand that participation in Great Rate Check does not by itself constitute employment, sponsorship, licensing, or approval by NEXA and that I must separately satisfy all applicable NEXA onboarding, employment, licensing, and compliance requirements.

☐ I Agree

3. Training & Coaching

I agree to complete required Great Rate Check onboarding and participate in applicable training, coaching, and growth meetings.

☐ I Agree

4. Approved Marketing & Compliance

I agree to use approved Great Rate Check and NEXA messaging, marketing materials, disclosures, processes, and compliance procedures when representing either organization.

☐ I Agree

5. CRM & Follow-Up Discipline

I agree to maintain an organized system for tracking appropriate business-development activity, relationships, opportunities, and follow-up.

☐ I Agree

6. BDM Development

I agree to make a reasonable and consistent effort to identify, introduce, support, and develop qualified BDM participants within my market and professional relationships.

☐ I Agree

7. Lead & Opportunity Follow-Up

I agree to provide professional, timely follow-up on consumer opportunities and introductions generated through the Great Rate Check program and to follow applicable program lead-management standards.

☐ I Agree

8. Professional Communication

I agree to communicate professionally and responsively with Great Rate Check, NEXA, BDMs, referral partners, consumers, and other participating professionals.

☐ I Agree

9. Activity & Accountability

I agree to participate in reasonable activity tracking, performance reviews, meetings, and reporting designed to improve results and maintain program standards.

☐ I Agree

10. Performance-Based Participation

I understand that continued access to Great Rate Check resources, marketing support, leads, BDM opportunities, and other program benefits may depend on my activity, responsiveness, professionalism, compliance, and overall participation.

☐ I Agree

Section 4

Certification

By submitting this application, I certify that the information provided is accurate to the best of my knowledge. Great Rate Check will evaluate applicants based on overall fit rather than any single production threshold.

Applicant Name *Your full legal name

Electronic Signature *Type your full legal name

Date Today's date

Great Rate Check · Your information is handled confidentially.