Agent Mid Process Survey

 

 

 

Dear Friend:

 

Honest, critical feedback from you is the absolute best way for us to stay in-tune with your needs.  Learning how we did after the loan closes is valuable but as a team we feel it is more important to understand how we are doing currently.  If you feel that we can improve upon how we are serving you, we would like to make adjustments now so that your experience in the future will be the best ever.  If we are serving you well, that’s important too, because then we know we can stay the course and finish strong for you.

 

Please take just a few moments to answer seven very brief questions:

 

            Please use a scale of 1 (Poor) - 5 (Best)

               

  1. Have we returned your calls promptly?

 

  1. Have we answered your questions to your satisfaction?

 

  1. Have we kept you informed of the status of the loan?

 

  1. Have you found everyone on our team to be courteous and professional?

 

  1. Can you make any suggestions about how we might serve you better?

 

 

 

 

Thank you for taking the time to help us.  We appreciate you!

 

 

Ben Carmona

Mortgage Planning Consultant

 

 

P.S.      You may not be aware that we handle financing on refinances, purchase transactions, investment properties, raw land, and construction financing, and can even help individuals with less than perfect credit.  When you get in conversations with friends and family, who are thinking of buying, selling, or refinancing real estate, please pass on my name.  The greatest compliment I can ever receive is a personal referral.