Goodwin Mortgage Group — Powered by Cornerstone First Mortgage

Candidate Evaluation Form

Helps us know where to focus your training from Day 1

💾 Your progress saves to this browser. Click Save Progress any time. 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.

Candidate Information ▼

Full Name

Role / Title

Start Date

Years in Mortgage

Referred / Recruited By

Date Completed

Systems Knowledge ▼

Product & Guideline Knowledge ▼

Business Model & Lead Sources ▼

If you have leads to bring over, how many and what format / system are they currently in?

Process & Workflow ▼

Walk us through what happens from the moment you receive a lead to the point of application: Who requests and reviews documentation before a file goes live? How do you manage conditions through processing? How do you track your pipeline status day-to-day? How do you handle disclosure timing and compliance deadlines?

Marketing & Social Media ▼

Open Feedback ▼

What tools, systems, or processes from your previous company do you wish you could bring here? What is the biggest thing that slows you down or gets in the way of your production? What would make you 25% more effective in your first 30 days? Is there anything else you would like us to know about you or your background?

Sign-Off ▼

Candidate Signature (typing your name is sufficient)

Date