Leadership Assessments

Your Self-Leadership Score

The Self-Leadership Score assessment is designed to evaluate your performance across four key areas: well-being, vision, performance, and productivity.

You’ll respond to 36 statements, selecting the options that best describe you within these four key areas. The assessment takes approximately 15-20 minutes to complete.

Upon completion, you'll receive a detailed report that includes your Self-Leadership Score, offering clarity on your strengths and areas for improvement. This insight will empower you to set better goals and enhance your personal and professional development, aligning with your overall leadership journey.

Additionally, the report provides actionable tips to help you enhance and leverage your self-leadership, ensuring you have practical strategies to apply immediately for continuous improvement.

7 Perspectives of Effective Leaders

The 7 Perspectives of Effective Leaders assessment is designed to evaluate how well you’re viewing your business through seven key perspectives: Current Reality, Vision, Strategic Bets, The Team, The Customer, Your Role, and The Outsider.

You’ll respond to a series of statements that help you reflect on your leadership approach across these perspectives. The assessment is in-depth and takes approximately 20-30 minutes to complete.

Upon completion, you'll receive a comprehensive report that highlights your strengths, areas for improvement, and offers actionable insights. This report will help you not only enhance your perspective but also grow your influence, empowering you to make more informed decisions and lead more effectively.

Mortgage Success Scorecard

The Mortgage Success Scorecard is designed to evaluate your business performance across seven critical areas: self-leadership, marketing & brand presence, lead generation & prospecting, pipeline & process management, client experience & relationship management, growth & business development, and team & support systems.

You’ll respond to a series of statements that reflect your current practices in each area. The assessment takes approximately 15–20 minutes to complete.

Upon completion, you’ll receive a detailed report that includes your Mortgage Success Score, giving you clarity on where your strengths are driving results and where opportunities for growth may be limiting performance.

Your report will also provide actionable recommendations tailored to your results—helping you optimize what’s already working, address blind spots, and build a clear roadmap for sustainable growth and consistency in your mortgage business.

DISC Assessment & Debrief

DISC Assessment

Discover the power of self-awareness and personal growth with our tailored DISC Assessment and debrief coaching session. Our comprehensive DISC assessment offers valuable insights into your unique behavioral traits, communication style, and workplace tendencies. It's a powerful tool to help you understand yourself better, improve your relationships, and excel in both your personal and professional life.

EQ Assessment & Debrief

EQ Assessment

Unlock your potential with our emotional intelligence (EQ) assessment and coaching debrief session. Our EQ assessment provides you with valuable insights into your emotional awareness, self-regulation, interpersonal skills, motivation, empathy, and more. Emotional Intelligence is a critical factor in achieving your goals, building meaningful relationships, and excelling in your career.