Client Survey - How did we perform?
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Client Survey - How did we perform for you?
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1
. What is your name & the subject property address for this mortgage?
What is your name & the subject property address for this mortgage?
2
. Did your settlement occur on time?
Did your settlement occur on time?
On time, HUD settlement statement reviewed early
On time, HUD settlement statement not review early
No, but not the fault of Russell's Team
No, Russell Team's fault
3
. In the end, Which 3 items were the most important to you?
In the end, Which 3 items were the most important to you?
Written updates (purchases only)
Interest rate and/or product
Quickness in closing
Overall efficiency of our mortgage team
Russell attending the closing
Friendliness, professionalism, thorough explanations
Availability compared to competitors
Other (please specify)
4
. Were Russell & Amy prompt, courteous, and responsive to you at all times?
Were Russell & Amy prompt, courteous, and responsive to you at all times?
Always!
Most of the time
Never
Other (please specify)
5
. Do you know others that you would recommend that I contact now that are either looking for a mortgage, an agent or builder needing a good mortgage lender, or anyone else that would benefit from working with us? If so, please list their name and contact information and let the person know I will contact them. Our business depends on referrals and I thank you so much!
Do you know others that you would recommend that I contact now that are either looking for a mortgage, an agent or builder needing a good mortgage lender, or anyone else that would benefit from working with us? If so, please list their name and contact information and let the person know I will contact them. Our business depends on referrals and I thank you so much!
6
. We are always looking to improve our team, process, and products. Do you have any suggestions to improve our service to you and future clients?
We are always looking to improve our team, process, and products. Do you have any suggestions to improve our service to you and future clients?
7
. Would you refer other clients / agents to our team?
Would you refer other clients / agents to our team?
Definitely!
Probably
Probably not
No
8
. Would you like to pass along any positive comments to our mortgage team which we could share to potential future clients so they feel more comfortable and know how we perform up front? Thank you so much!
Would you like to pass along any positive comments to our mortgage team which we could share to potential future clients so they feel more comfortable and know how we perform up front? Thank you so much!
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