An Assessment Tool for Brokerage Firms

Broker organizations win on responsiveness, follow-up, and relationship momentum. The work rewards people who stay organized, handle rejection, and keep deals moving without constant supervision. Hiring misses usually show up as weak pipeline discipline, slow response time, or reps who talk well but don’t execute.

AVA® helps brokerage firms make job-related selection decisions by measuring behavioral tendencies and, when paired with Job Demands Analysis, aligning candidates to the behavioral demands of each role.

create a job demands analysis

Brokerage Firm Roles Frequently Supported with AVA®

Account Managers
Account managers protect retention by staying organized and proactive. AVA® measures the behaviors tied to responsiveness, accuracy, and steady communication—helping you spot people who manage renewals smoothly, solve issues early, and keep clients feeling supported year-round.

Loan Originators
Loan originators win when they combine strong borrower conversations with a clean, repeatable process. AVA® surfaces the behaviors behind consultative guidance, documentation discipline, and follow-through—so you can hire originators who keep files moving, set clear expectations, and close on time.

Producers
Producers succeed when they can open doors, build trust fast, and stay consistent with follow-up. AVA® highlights the behaviors behind confident outreach, relationship-building, and pipeline discipline—so you can identify producers who keep momentum, handle objections well, and grow accounts without letting details slip.

See Other Financial Institutions

Frequently Asked Questions

Still have questions? Take a look at the FAQ or reach out anytime. If you’re feeling ready, go ahead and apply.

Contact Us

  • The timing of the AVA assessment is determined by each organization based on its hiring process and internal practices. There is no single required point in the selection process.

    Most commonly, the AVA is administered to candidates who are being seriously considered for a position, such as finalists or a short list of applicants. In this context, the AVA provides additional job related behavioral insight to support interviews, reference checks, and overall decision making.

    Although the AVA can be used as part of the hiring process, it is not recommended to use the assessment as a pass or fail or no go tool. Instead, AVA results are intended to inform discussion, clarify behavioral tendencies, and support more thoughtful, well rounded decisions when combined with other selection components.

  • The AVA includes a wide range of measurements that reflect how an individual is likely to behave across different work situations. While the reports provide valuable information, an AVA Analyst plays a critical role in ensuring those results are interpreted accurately and in proper context.

    An AVA Analyst is trained to integrate the various AVA measurements and provide a complete, balanced picture of the individual. This includes identifying how different behavioral tendencies interact, clarifying nuances that may not be immediately evident in written reports, and translating results into practical, job related insights.

    By involving an AVA Analyst, organizations gain deeper understanding beyond surface level scores. This helps ensure assessment information is used appropriately, responsibly, and in alignment with the behavioral demands of the role.

  • There is no time limit to complete the AVA Assessment. On average, most individuals complete the AVA in approximately 10 to 15 minutes, though some may take a bit longer.

    We strongly encourage individuals to take their time and respond thoughtfully. The AVA is not a speed test, and careful consideration of each response helps ensure the most accurate and meaningful results.

  • We offer two primary pricing options for using the AVA: unlimited usage or per‑assessment pricing.

    Pricing is based on each client’s needs and how the AVA will be used. After an initial conversation to understand your goals, volume, and applications, we recommend the option that best fits your organization. We then provide a clear, transparent quote with no hidden costs.

  • There are many assessment tools available, and while some may appear similar on the surface, AVA is different in both its approach and application.

    AVA is built on decades of research focused on workplace behavior and is designed to deliver accurate, reliable, and job related insight. Rather than categorizing or labeling individuals, AVA looks at each person’s results as unique and situational, providing a more complete and balanced understanding of behavior.

    We take behavioral assessment seriously. AVA results are interpreted thoughtfully, communicated clearly, and used to support informed decisions rather than quick conclusions. It is not just what the assessment measures, but how the information is interpreted and applied that sets AVA apart.