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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