Mission
True North Goals
Strategic Bets
ISMs (Philosophies)
Client Connections
100

What is the mission of Rocket Companies?

What is “Help everyone home”

100

Name one of Rocket’s 4 True North Goals.

Company culture / Client prosperity / Partner reputation / Shareholder growth

100

Name one of Rocket’s 5 strategic bets.

Rock-solid foundation / Transform with AI / Prevail in purchase / Pioneer mortgage offerings / Power financial prosperity

100

What does ISM stand for at Rocket?

: Internal Shared Motivations (or “Philosophies”)

100

Name two ways you can build trust with clients, according to Rocket’s philosophies.

Listening actively / Providing clear, valuable information / Tailoring advice

200

In one sentence, explain what Rocket’s mission means to you and your clients.

  • Open-ended – team member response]

  • must mention how we help client home and its importance

200

Which True North goal is most connected to client retention?

Client prosperity

200

Which strategic bet is all about using new technology across the client journey?

Transform every experience with AI

200

Name one Rocket ISM and its meaning.

any ism and its meaning

200

Why is handling client objections empathetically important for client connections

Shows you value their perspective and can provide tailored solutions.

 get our business fight for a call

300

Why is the focus on the aspiration of homeownership so important?

It acknowledges and supports client dreams/goals beyond just a transaction.

300

How does an “inclusive and innovative culture” impact your daily work?

It boosts morale, trust, and collaboration, leading to better client outcomes.

300

: How does “Building a rock-solid foundation” relate to reducing withdrawal rates?

we are the first step in the process with clients
Strong systems and insights minimize errors and improve client retention.

300

How does living our ISMs improve the client journey?

Builds trust, transparency, and positive outcomes.

300

What Rocket tool can you use to tailor communication to client needs?

Copilot or Navigator

400

: Give an example of a client need that aligns with our mission.

first-time homebuyer seeking guidance] 

client in need of financing options we can help with

400

Which True North goal focuses on being “irreplaceable and supercharged” for our partners?

Partner reputation

400

What’s an example of AI benefiting client experience in your daily workflow

navigator Copilot for smarter scripting]

400

“Money and numbers follow; they do not lead” – what does that mean?

Focus on people and values; success follows.

400

Give an example of a client challenge on the phones and how you applied a Rocket value to help.

[Open-ended]

500

How does driving down withdrawal rate support our company mission?

Lower withdrawals mean more clients are helped to achieve homeownership.

500

Give an example of how your actions directly support any True North goal.

Open-ended; e.g., delivering exceptional service, partnering closely with agents] programs 

500

Prevail in purchase” changes the way you connect with homebuyers.

give you enthusiasm knowing how great and trust we are. programs tone branding.
Focuses on tailored solutions and faster, easier purchase experiences.

500

: Share a story where using an ISM made a positive client impact.

any story that applies

500

How does our focus on client prosperity connect to lowering the withdrawal rate?

Delivering value and understanding client goals keeps them engaged and less likely to withdraw.