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?

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6.        Any other comments that you recommend would be appreciated:

 

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