South County Mortgage Lead Program

Accountability Form

Please Complete this Lead Accountability form every month on the 1st and 15th.

The South County Mortgage team will discuss details of your tracking during check-in meetings.

For any questions, please reach out to PJ at [email protected].

South County Mortgage Lead Program Accountability Form

1. Full Name

2. Actions took place week of (time period):

3. How many new relationships did you establish through this time period?

0

1-5

6-10

11-15

16+

4. How many events did you attend on behalf of South County Mortgage through this time period?

0

1-2

3-4

5-6

7+

5. Please explain in detail the market research activities conducted through this time period.

6. Please explain in detail how you promoted the South County Mortgage brand through this time period.

7. How many leads did you refer to South County Mortgage through this time period?

8. Additional comments:

CONTACT 

(401) 626-5983 | [email protected]

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