Candidate assessment · About 6–7 minutes
Show us how you multitask
Thanks for taking the time to do this. Loan officers at New Era Lending juggle a CRM, a phone, and text messages all day, often at the same time. This test is a practice workspace with fake borrowers, so nothing you do here reaches a real person or a real system.
Multitasking simulation
3½ minutes. Work the CRM, answer calls, and reply to texts as they come in.
Knowledge check
5 multiple-choice questions on everyday tech habits.
Typing check
60 seconds of typing a short mortgage passage.
How the simulation works
- Task queue (left): new assignments appear here. As soon as you finish one, the next one shows up, so keep moving.
- CRM (center): search leads by name or phone, open the record, click a pencil to edit, then press Save. Use Log a Call after every call.
- Phone (top right): when it rings, answer quickly. Find the caller's lead, listen, hang up, then pick a disposition. Call back anyone you missed.
- Text messages (bottom right): reply to borrowers clearly and professionally. Use their name and give a next step. If someone texts STOP, do not text them again.
- Turn your sound on. The phone rings out loud.
You get one attempt, so make sure you have about 6–7 uninterrupted minutes. When you finish, your results go straight to our recruiting team. All names, phone numbers, emails, and loans in this test are fictional.