Careers in the mortgage industry are becoming harder to predict. Our Mortgage Professionals Pulse Report showed that in 2025, the strongest professional results came from client satisfaction, regular development, and technology adoption. However, the industry keeps shifting, and what worked last year may not be enough for 2027.
So, what moves the needle? Is it skills, tools, habits, relationships, or something else?
AD Mortgage aims to find out. We’re launching a new industry research project – Mortgage Pros 2027: What Skills Drive Success – and we want to hear from you.
ADD US AS A PREFFERED SOURCE ON GOOGLE
“Every market cycle reshapes what it means to be a good mortgage professional. We believe the mortgage industry is going through one of those moments, and we think it’s worth asking those on the front lines what they are experiencing.” – Max Slyusarchuk, CEO and Founder of AD Mortgage.
What the Survey Covers
The survey asks mortgage professionals across various roles (brokers, business owners, underwriters, and others) to reflect on where the profession is heading and what it takes to stay ahead. It covers:
- How your role has changed over the past years
- Which skills matter most for success in 2027
- How AI and automation are reshaping day-to-day work
- What separates top performers from everyone else
- Where and how you invest in professional development
The survey takes three minutes to complete, and all responses are anonymous.
A Thank-You for AD Mortgage Partners
If you’re part of the ADvantage Loyalty Program, completing the survey earns you 300 loyalty points. They will be automatically credited to your account when you submit the form with your AIM email. Those points can be redeemed toward appraisal credits, underwriting fee waivers, rush closings, and more.
Not an AD partner yet? This might be a good time to submit your partner application.
Take the Survey
The results will be published as a free industry report. We are seeking participants because we want to understand what mortgage professionals need. The answers will help AD Mortgage continue to be the lender worth choosing. Make your voice part of the industry picture.
