Goodwin Mortgage Group — Powered by Cornerstone First Mortgage

Follow-Up Evaluation Form

Tracks your progress since Day 1

💾 Complete all sections honestly. When you are done, click Submit Evaluation to send your completed form to your onboarding manager, then click Export to PDF to save a copy for your own records.

📄 Preparing your evaluation...

Candidate Information ▼

Evaluation Milestone

Full Name

Role / Title

Original Start Date

Date Completed

Systems Knowledge — Progress Update ▼

Product and Guideline Knowledge — Progress Update ▼

Production Activity ▼

How many loans have you submitted since starting?

How many loans have you closed since starting?

What types of loans have you been working on?

How is your pipeline building going? Are you generating leads consistently?

Process and Workflow ▼

How comfortable are you with the GMG loan process from application to close?

What part of the process is still the most challenging?

How is your relationship with your processor and the operations team?

Open Feedback ▼

What is going well since you started?

What is still getting in the way of your production?

What would make you more effective right now?

Is there anything else you want your manager to know?

Sign-Off ▼

Candidate Signature (typing your name is sufficient)

Date