NAME: ____________________________________________________
Please rate us on a scale of 1 to 5 on the following (5 being the best)
1. The levels of financial advice that you received from “Mortgage Planning 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 amount of estimated closing costs vs. what you actually paid. _______
5. The level of courtesy from our staff. _______
6. The level of efficiency and clarity in getting your questions answered. _______
7. 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 address?
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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 mortgage plan, how would you like that information communicated? (E-mail, phone, etc…)
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4. Is there another service that we can provide you with at this time or in the future, CPA’s, financial planners, etc…
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5. Are your phone numbers changing? New home #
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6. Would you recommend our team to a friend or relative?
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7. Who do you know who is in need of our services at this time?
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8. Any other comments or suggestions would be appreciated.
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9. Would you please write a testimonial as to the service you received? (This may be shared on our website or other marketing materials.)
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