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Broker Questionnaire
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BROKER SURVEY - QUESTION & ANSWER
Date:
AE Name:
BROKER INFORMATION
Company Name:
Customer Name:
Email:
Phone:
Fax:
Address:
City:
ST:
ZIP:
QUESTIONNAIRE
1. How many sales reps:
2. How many leads per Rep per day avg:
3. Marketing Campaign:
Telemarketing
Web Leads
Radio
TV
Realtors
Other
4. Average Monthly marketing budget:
5. Who handles the decline process?
6. What LOS do you use:
7. What other products/services do you offer: