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Welcome to the Survey.  Please fill out the following fields.


 

Your Name:
Email Address:
Loan Officer:
 
Please rate us on a scale of 1 to 5 on the following (5 being the best):
1. The level of financial advice you received from your loan officer
5 4 3 2 1
2. The degree of efficiency & proactive service you received from our team.
5 4 3 2 1
3. The degree in which we met your expectations with regards to time frames (loan approval, closing, etc)
5 4 3 2 1
4. The amount of estimated closing costs vs. what you actually paid.
5 4 3 2 1
5. The level of courtesy you received from our staff.
5 4 3 2 1
6. The level of efficiency and clarity in getting your questions answered.
5 4 3 2 1
7. Your overall experience working with us.
5 4 3 2 1
 
Please express your honest feelings to the following: It’s your feedback that can help our team.
1. Is there anything that was important to you that we did not address?
2. What suggestions do you have for improving the level of our service?
3. When we find information that would be valuable to your mortgage plan, how would you like that information communicated (E-mail, phone, etc.)?
4. Is there another service that we can provide you with at this time or in the future (CPA’s, financial planners, etc.)?
5. Are your phone numbers changing? If so, please provide us with your updated info.
6. Would you recommend our team to a friend or relative?
7. Who do you know who is in need of our services at this time?
 
 
"We Value Your Referrals"
Mark Frensdorff
Sales Manager/Underwriter
 
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