Sample Online Mortgage Company Survey


1. How satisfied were you with the {Insert Name} Online Mortgage Company overall?

Very
Dissatisfied
(1)
(2) (3) (4) (5) (6) Very
Satisfied
(7)

2. If a friend asked you where to go to obtain a mortgage, would you recommend the {Insert Name} Mortgage Company?

Yes
No

3. Please indicate your agreement or disagreement with each of the following statements

Disagree
Strongly
Disagree
Somewhat
Neutral Agree
Somewhat
Agree
Strongly
The online application process was easy
The online application process was secure
The employees treated me with respect and courtesy
The Web site clearly explained all material I needed to supply to process my application
{Insert Name} did not request more information than I thought was really needed
The Web site explained the {Insert Name} mortgage process thoroughly
The employees explained the mortgage process thoroughly
The employees were knowledgeable about mortgages
The employees were easy to reach when needed
I was kept well informed of the status of my application
The employees were responsive to my concerns and questions
The documents that {Insert Name} prepared for the closing was accurate
{Insert Name} was ready to close on the scheduled closing date
My mortgage was handled fast enough
I was treated fairly
It is easy to do business with the {Insert Name} Mortgage Company
I was pleased with the mortgage interest rate
4. Did you correspond with the mortgage company by e-mail?

Yes
No [Go to question 6]

5. Please indicate your agreement or disagreement with each of the following statements about the email service you received.

Disagree
Strongly
Disagree
Somewhat
Neutral Agree
Somewhat
Agree
Strongly
{Insert Name} responded to all of my emails
I received responses in a timely manner
The email messages {Insert Name} sent were helpful
6. About how many days passed from the time you submitted your application until you received final approval?

One
Two
Three
Four
Five to Seven
8 to 14
15 to 21
22 to 30
31 to 60
61 or more


7. Which of the following factors helped you to select the {Insert Name} Mortgage Company for your mortgage? (PLEASE SELECT ALL THAT APPLY.)

Link from a web site
Search engine
Existing or prior relationship with {Insert Name}
Interest Rates
Fees or closing costs
Liked the types of mortgages available
Liked the MortgageLine telephone mortgage service
Radio advertising
Newspaper advertising
Yellow page advertising
Newspaper article
Reputation of {Insert Name} Mortgage Company
Reputation of {Insert Name} Bank
Convenient Location
Recommendation of Web site
Recommendation of Realtor
Recommendation of Friend or relative
Recommendation of Business associate
Recommendation of Employee
Recommendation of Builder
Made decision myself -- Nobody recommended the {Insert Name} Mortgage Company to me

8. What was the amount of your loan from the {Insert Name} Mortgage Company?

$0 to $49,999
$50,000 to $99,999
$100,000 to $199,999
$200,000 to $499,999
$500,000 or more

9. What is your age?

Under 25
25 to 34
35 to 44
45 to 54
55 to 64
65 or older


10. In the space below, please write any comments or suggestions you have. Feel free to add your name and telephone number if you would like someone from the {Insert Name} Mortgage Company to follow-up with you directly.