01 · 15 QUESTIONS · 15 MINUTES
Sales
Checks how candidates find and qualify customers, handle objections and move a sale to a close.
- Prospecting and qualifying
- Discovery
- Objections and negotiation
Hire your next Mortgage Advisor with clearer evidence.
A ready-made selection of tests for Mortgage Advisor candidates. See how they approach the skills that matter, then focus your interviews on the results.
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AM
Alex Morgan
CompletedMortgage Advisor assessment
A CLEARER VIEW OF THEIR SKILLS
More than one score.
Sales82%
Numerical Reasoning74%
Communication68%
Compliance & Ethics64%
Customer Service78%
Error Checking70%
Compare strengths. Explore the detail. Ask better questions.
Illustrative results · Fictional candidate
WHAT THE ASSESSMENT EXPLORES
A clearer view of finance skills.
The Mortgage Advisor template combines Sales, Numerical Reasoning, Communication, Compliance & Ethics, Customer Service, Error Checking. Review the selection against the work your vacancy involves.
6tests65minutes75questions in total
02 · 10 QUESTIONS · 10 MINUTES
Numerical Reasoning
Shows how candidates read figures, tables and percentages, and what they conclude from them.
- Tables & charts
- Percentages & ratios
- Interpreting figures
03 · 8 QUESTIONS · 10 MINUTES
Communication
Shows how candidates choose to explain things and raise issues at work.
- Sharing information
- Listening & understanding
- Difficult conversations
04 · 7 QUESTIONS · 10 MINUTES
Compliance & Ethics
Shows how candidates act when rules, pressure and commercial interest pull apart.
- Ethical decisions
- Following procedures
- Raising concerns
05 · 7 QUESTIONS · 10 MINUTES
Customer Service
Shows how candidates handle customers who are unhappy, unclear or hard to satisfy.
- Understanding customers
- Handling concerns
- Finding resolutions
06 · 28 QUESTIONS · 10 MINUTES
Error Checking
Shows whether candidates spot mistakes in detailed information under time pressure.
- Comparing records
- Spotting discrepancies
- Accuracy with information
A COMPLETE SKILLS PICTURE
One assessment. Different strengths.
Explore accurate figures, records and financial processes.
You receive a result for each included test: Sales, Numerical Reasoning, Communication, Compliance & Ethics, Customer Service, Error Checking. Compare the relevant areas separately and use a follow-up task based on reconciling an invoice list before preparing a payment summary.
Keep the recommended selection or adjust it before inviting candidates.
A MULTILINGUAL TEST SUITE
English, plus 13 languages.
Assess candidates in the language they work in.
- English
- Chinese (simplified)
- Japanese
- Korean
- Thai
- Vietnamese
- Indonesian
- French
- German
- Spanish
- Portuguese
- Italian
- Dutch
- Arabic
Languages across our wider suite. Availability varies by test and level; check each test when preparing your assessment.
TRY AN EXAMPLE QUESTION
Try an example question.
Explore an example in the context of reconciling an invoice list before preparing a payment summary. It gives you a way to discuss the reasoning behind a candidate’s answer, alongside the Mortgage Advisor assessment results.
Mortgage Advisor: reconciling an invoice list before preparing a payment summaryWorkplace example
An invoice register totals £12,000. Payments of £9,000 have been recorded against it.
| Invoice total | Payments recorded |
|---|---|
| £12,000 | £9,000 |
A PRACTICAL GUIDE
Using the Mortgage Advisor assessment.
What does the full assessment tell you?
This template combines multiple-choice questions in Sales, Numerical Reasoning, Error Checking; workplace situations in Communication, Compliance & Ethics, Customer Service. It brings together evidence about accurate figures, records and financial processes, giving you areas to explore when reconciling an invoice list before preparing a payment summary.
How can you use the results?
Review each result against your vacancy’s responsibilities. Use a short task based on reconciling an invoice list before preparing a payment summary to explore practical application. Ask them to explain the reconciliation, show their checks and describe how they would resolve a mismatch.
Which results matter for your vacancy?
- SalesUse a short Sales work sample to explore how they apply prospecting and qualifying and discovery.
- Numerical ReasoningAsk them to interpret a table, calculate a rate and explain what the figures imply.
- CommunicationExplore how they would explain an issue and agree the next update.
- Compliance & EthicsDiscuss how they would respond when a request conflicts with an agreed rule.
- Customer ServiceAsk how they would clarify a customer’s concern and resolve it within the agreed process.
- Error CheckingCheck matching identifiers, amounts and dates before records are shared.
SEE THE RESULTS FOR YOURSELF
See the person behind the score.
Explore a complete sample report, from test results and candidate comparisons to focused interview questions.
BEFORE YOU START
Your questions, answered.
Can I tailor this assessment to my Mortgage Advisor vacancy?
Yes. Start with Sales, Numerical Reasoning, Communication, Compliance & Ethics, Customer Service, Error Checking, then keep the tests that match your responsibilities. For example, use Sales to explore prospecting and qualifying. You can add or remove tests before inviting candidates.
Does this assess practical Mortgage Advisor work?
Candidates answer multiple-choice questions in Sales, Numerical Reasoning, Error Checking; workplace situations in Communication, Compliance & Ethics, Customer Service online. They do not complete your day-to-day work inside your own systems. Add a short work sample based on reconciling an invoice list before preparing a payment summary to explore application alongside the test results.
Why is Sales included?
Checks how candidates find and qualify customers, handle objections and move a sale to a close. Use a short Sales work sample to explore how they apply prospecting and qualifying and discovery. Review whether this area reflects the responsibilities of your vacancy before retaining it.
How long does this Mortgage Advisor assessment take?
The recommended selection contains 6 tests and allows 65 minutes across its timed tests. Adding or removing tests, or adjusting time allowances, can change the total.
Will I see a separate result for each test?
Yes. Review Sales, Numerical Reasoning, Communication, Compliance & Ethics, Customer Service, Error Checking separately so a strength in one area does not hide a gap in another. Use the detail to focus interviews and relevant work samples. View the sample report.
Can I try this assessment with real candidates for free?
After signup, your Mortgage Advisor selection is prepared for review. Adjust it, invite candidates and see your first 5 candidate results free. No credit card is required. See pricing for further results.
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