NAME: ____________________________________________________
ADDRESS: ___________________________________________________
Please rate us on a scale of 1 to 5 on the following (5 being the best)
1. The level of advice or knowledge you gained by working with your mortgage consultant. _______
2. The degree of efficiency & proactive service that you received from his team. _______
3. The degree in which we met your expectations on time frames, such as loan approval, closing, etc… _______
4. The level of courtesy from our staff. _______
5. The level of efficiency and clarity in getting your questions answered. _______
6. The overall experience of working with us. _______
Please express your honest feelings to the following: It’s your feedback that can help my team & I improve.
1. Is there anything that was important to you that we did not accomplish?
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2. What suggestions do you have for improving the level of our service?
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3. When we find information that would be valuable to your business plans, how would you like that information communicated? (E-mail, phone, etc…)
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4. Would you recommend our team to a client or other agent?
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5. Who do you know who is in need of our services at this time?
6. Any other comments that you recommend would be appreciated:
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