Loan Officer Experience Survey
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1. How were you referred to The Funding Source?

How were you referred to The Funding Source?

*
2. What was/is the name of your Loan Officer?

What was/is the name of your Loan Officer?

3. On a scale, how would you rate the responsiveness of your Loan Officer to you and your needs?

	Excellent	Good	Fair	Poor
Excellent	*On a scale, how would you rate the responsiveness of your Loan Officer to you and your needs? Excellent Excellent	Excellent Good	Excellent Fair	Excellent Poor
Good	Good Excellent	Good Good	Good Fair	Good Poor
Fair	Fair Excellent	Fair Good	Fair Fair	Fair Poor
Poor	Poor Excellent	Poor Good	Poor Fair	Poor Poor

4. Please rate how you perceived the knowledge level was of your Loan Officer as it relates to getting the right mortgage product for you and understanding the lending requirements of the loan.

	Excellent	Good	Fair	Poor
Excellent	*Please rate how you perceived the knowledge level was of your Loan Officer as it relates to getting the right mortgage product for you and understanding the lending requirements of the loan. Excellent Excellent	Excellent Good	Excellent Fair	Excellent Poor
Good	Good Excellent	Good Good	Good Fair	Good Poor
Fair	Fair Excellent	Fair Good	Fair Fair	Fair Poor
Poor	Poor Excellent	Poor Good	Poor Fair	Poor Poor

5. Lastly, please rate how well your Loan Officer was able to communicate effectively what was required to process and underwrite your loan; and why it was needed.

	Excellent	Good	Fair	Poor
Excellent	*Lastly, please rate how well your Loan Officer was able to communicate effectively what was required to process and underwrite your loan; and why it was needed. Excellent Excellent	Excellent Good	Excellent Fair	Excellent Poor
Good	Good Excellent	Good Good	Good Fair	Good Poor
Fair	Fair Excellent	Fair Good	Fair Fair	Fair Poor
Poor	Poor Excellent	Poor Good	Poor Fair	Poor Poor

6. Please use this space to tell us about your experience with your Loan Officer

Please use this space to tell us about your experience with your Loan Officer

Thank you for filling this out. The time you have spent doing so will help us better provide a more consistent experience and provides upper management feedback on our staff.

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Loan Officer Experience SurveyExit this survey