Merger Training - Overall Feedback

Survey -- Merger Training

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* 1. How helpful were the trainers & the managers during the training sessions?

Extremely helpful

Quite helpful

Moderately helpful

Slightly helpful

Not at all helpful

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* 2. Overall, are you satisfied with your experience of this training?

Extremely satisfied

Somewhat satisfied

Neither satisfied nor dissatisfied

Somewhat dissatisfied

Extremely dissatisfied

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* 3. What was your favorite part of training? (you can choose more than one if you wish)

South State Way - General Overview Training

Timeline Discussion & Activity

Games & Activities in Training

Meeting new team members and managers

Lunch & Food

Having a panel of experts that can answer my questions

Having boots on the ground support

The timing of the training (not too early, not all day, etc)

Having a buddy to call for help

Knowing all the information for procedures and how to's are available on the intranet

Other (please specify)

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* 4. What learning point do you wish to see further training provided?

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* 5. What is ONE thing we could do to improve the overall training experience?

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* 6. Evaluate the following statements.

	Strongly Disagree	Disagree	Neither Disagree Nor Agree -- Just Neutral, doesn't apply to me, etc	Agree	Strongly Agree
I enjoy attending Live Training	I enjoy attending Live Training Strongly Disagree	I enjoy attending Live Training Disagree	I enjoy attending Live Training Neither Disagree Nor Agree -- Just Neutral, doesn't apply to me, etc	I enjoy attending Live Training Agree	I enjoy attending Live Training Strongly Agree
I prefer Live Training to Webinar Training	I prefer Live Training to Webinar Training Strongly Disagree	I prefer Live Training to Webinar Training Disagree	I prefer Live Training to Webinar Training Neither Disagree Nor Agree -- Just Neutral, doesn't apply to me, etc	I prefer Live Training to Webinar Training Agree	I prefer Live Training to Webinar Training Strongly Agree
I would prefer one-to-one training	I would prefer one-to-one training Strongly Disagree	I would prefer one-to-one training Disagree	I would prefer one-to-one training Neither Disagree Nor Agree -- Just Neutral, doesn't apply to me, etc	I would prefer one-to-one training Agree	I would prefer one-to-one training Strongly Agree
I feel I get more out of Live Training	I feel I get more out of Live Training Strongly Disagree	I feel I get more out of Live Training Disagree	I feel I get more out of Live Training Neither Disagree Nor Agree -- Just Neutral, doesn't apply to me, etc	I feel I get more out of Live Training Agree	I feel I get more out of Live Training Strongly Agree
I would encourage my co-workers to attend our training	I would encourage my co-workers to attend our training Strongly Disagree	I would encourage my co-workers to attend our training Disagree	I would encourage my co-workers to attend our training Neither Disagree Nor Agree -- Just Neutral, doesn't apply to me, etc	I would encourage my co-workers to attend our training Agree	I would encourage my co-workers to attend our training Strongly Agree
I would rather not have activities in training, just give me the material and let me go	I would rather not have activities in training, just give me the material and let me go Strongly Disagree	I would rather not have activities in training, just give me the material and let me go Disagree	I would rather not have activities in training, just give me the material and let me go Neither Disagree Nor Agree -- Just Neutral, doesn't apply to me, etc	I would rather not have activities in training, just give me the material and let me go Agree	I would rather not have activities in training, just give me the material and let me go Strongly Agree
I feel activities in training make learning more interesting and fun	I feel activities in training make learning more interesting and fun Strongly Disagree	I feel activities in training make learning more interesting and fun Disagree	I feel activities in training make learning more interesting and fun Neither Disagree Nor Agree -- Just Neutral, doesn't apply to me, etc	I feel activities in training make learning more interesting and fun Agree	I feel activities in training make learning more interesting and fun Strongly Agree

Other (please specify)

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* 7. Please rate each training topic based on its value to your learning during training. 1-5 scale; 5 is Extremely Valuable and 1 is Not Valuable at all

	Not at all valuable	Somewhat valuable	Neutral	Valuable	Extremely Valuable	N/A - I did not attend this training session
South State Way - Introduction to South State Mortgage	South State Way - Introduction to South State Mortgage Not at all valuable	South State Way - Introduction to South State Mortgage Somewhat valuable	South State Way - Introduction to South State Mortgage Neutral	South State Way - Introduction to South State Mortgage Valuable	South State Way - Introduction to South State Mortgage Extremely Valuable	South State Way - Introduction to South State Mortgage N/A - I did not attend this training session
MLO & PR Relationship Expectations	MLO & PR Relationship Expectations Not at all valuable	MLO & PR Relationship Expectations Somewhat valuable	MLO & PR Relationship Expectations Neutral	MLO & PR Relationship Expectations Valuable	MLO & PR Relationship Expectations Extremely Valuable	MLO & PR Relationship Expectations N/A - I did not attend this training session
Disclosure/Redisclosure process and procedures	Disclosure/Redisclosure process and procedures Not at all valuable	Disclosure/Redisclosure process and procedures Somewhat valuable	Disclosure/Redisclosure process and procedures Neutral	Disclosure/Redisclosure process and procedures Valuable	Disclosure/Redisclosure process and procedures Extremely Valuable	Disclosure/Redisclosure process and procedures N/A - I did not attend this training session
Appraisal procedures	Appraisal procedures Not at all valuable	Appraisal procedures Somewhat valuable	Appraisal procedures Neutral	Appraisal procedures Valuable	Appraisal procedures Extremely Valuable	Appraisal procedures N/A - I did not attend this training session
Underwriting overview	Underwriting overview Not at all valuable	Underwriting overview Somewhat valuable	Underwriting overview Neutral	Underwriting overview Valuable	Underwriting overview Extremely Valuable	Underwriting overview N/A - I did not attend this training session
Tolerances, APR, Change of Circumstance and cures overview	Tolerances, APR, Change of Circumstance and cures overview Not at all valuable	Tolerances, APR, Change of Circumstance and cures overview Somewhat valuable	Tolerances, APR, Change of Circumstance and cures overview Neutral	Tolerances, APR, Change of Circumstance and cures overview Valuable	Tolerances, APR, Change of Circumstance and cures overview Extremely Valuable	Tolerances, APR, Change of Circumstance and cures overview N/A - I did not attend this training session
Pipeline management	Pipeline management Not at all valuable	Pipeline management Somewhat valuable	Pipeline management Neutral	Pipeline management Valuable	Pipeline management Extremely Valuable	Pipeline management N/A - I did not attend this training session
15 Day Letter procedures	15 Day Letter procedures Not at all valuable	15 Day Letter procedures Somewhat valuable	15 Day Letter procedures Neutral	15 Day Letter procedures Valuable	15 Day Letter procedures Extremely Valuable	15 Day Letter procedures N/A - I did not attend this training session
Secondary Basics & LOCKDesk	Secondary Basics & LOCKDesk Not at all valuable	Secondary Basics & LOCKDesk Somewhat valuable	Secondary Basics & LOCKDesk Neutral	Secondary Basics & LOCKDesk Valuable	Secondary Basics & LOCKDesk Extremely Valuable	Secondary Basics & LOCKDesk N/A - I did not attend this training session
Encompass system training (role specific)	Encompass system training (role specific) Not at all valuable	Encompass system training (role specific) Somewhat valuable	Encompass system training (role specific) Neutral	Encompass system training (role specific) Valuable	Encompass system training (role specific) Extremely Valuable	Encompass system training (role specific) N/A - I did not attend this training session
Engage overview	Engage overview Not at all valuable	Engage overview Somewhat valuable	Engage overview Neutral	Engage overview Valuable	Engage overview Extremely Valuable	Engage overview N/A - I did not attend this training session
Lender Design overview	Lender Design overview Not at all valuable	Lender Design overview Somewhat valuable	Lender Design overview Neutral	Lender Design overview Valuable	Lender Design overview Extremely Valuable	Lender Design overview N/A - I did not attend this training session
Life of loan timeline	Life of loan timeline Not at all valuable	Life of loan timeline Somewhat valuable	Life of loan timeline Neutral	Life of loan timeline Valuable	Life of loan timeline Extremely Valuable	Life of loan timeline N/A - I did not attend this training session
Teambuilding & meeting my new teammates	Teambuilding & meeting my new teammates Not at all valuable	Teambuilding & meeting my new teammates Somewhat valuable	Teambuilding & meeting my new teammates Neutral	Teambuilding & meeting my new teammates Valuable	Teambuilding & meeting my new teammates Extremely Valuable	Teambuilding & meeting my new teammates N/A - I did not attend this training session
FraudGuard	FraudGuard Not at all valuable	FraudGuard Somewhat valuable	FraudGuard Neutral	FraudGuard Valuable	FraudGuard Extremely Valuable	FraudGuard N/A - I did not attend this training session
How to read an Equifax credit report	How to read an Equifax credit report Not at all valuable	How to read an Equifax credit report Somewhat valuable	How to read an Equifax credit report Neutral	How to read an Equifax credit report Valuable	How to read an Equifax credit report Extremely Valuable	How to read an Equifax credit report N/A - I did not attend this training session
Construction Education - process and procedures	Construction Education - process and procedures Not at all valuable	Construction Education - process and procedures Somewhat valuable	Construction Education - process and procedures Neutral	Construction Education - process and procedures Valuable	Construction Education - process and procedures Extremely Valuable	Construction Education - process and procedures N/A - I did not attend this training session
Construction Product Training	Construction Product Training Not at all valuable	Construction Product Training Somewhat valuable	Construction Product Training Neutral	Construction Product Training Valuable	Construction Product Training Extremely Valuable	Construction Product Training N/A - I did not attend this training session
CARD Training	CARD Training Not at all valuable	CARD Training Somewhat valuable	CARD Training Neutral	CARD Training Valuable	CARD Training Extremely Valuable	CARD Training N/A - I did not attend this training session
HomeReady Product Training	HomeReady Product Training Not at all valuable	HomeReady Product Training Somewhat valuable	HomeReady Product Training Neutral	HomeReady Product Training Valuable	HomeReady Product Training Extremely Valuable	HomeReady Product Training N/A - I did not attend this training session
In House Product Training	In House Product Training Not at all valuable	In House Product Training Somewhat valuable	In House Product Training Neutral	In House Product Training Valuable	In House Product Training Extremely Valuable	In House Product Training N/A - I did not attend this training session
Processor Role Specific Training	Processor Role Specific Training Not at all valuable	Processor Role Specific Training Somewhat valuable	Processor Role Specific Training Neutral	Processor Role Specific Training Valuable	Processor Role Specific Training Extremely Valuable	Processor Role Specific Training N/A - I did not attend this training session
Underwriter Role Specific Training	Underwriter Role Specific Training Not at all valuable	Underwriter Role Specific Training Somewhat valuable	Underwriter Role Specific Training Neutral	Underwriter Role Specific Training Valuable	Underwriter Role Specific Training Extremely Valuable	Underwriter Role Specific Training N/A - I did not attend this training session
Closing Role specific Training	Closing Role specific Training Not at all valuable	Closing Role specific Training Somewhat valuable	Closing Role specific Training Neutral	Closing Role specific Training Valuable	Closing Role specific Training Extremely Valuable	Closing Role specific Training N/A - I did not attend this training session
Post Closing/secondary/other role specific training	Post Closing/secondary/other role specific training Not at all valuable	Post Closing/secondary/other role specific training Somewhat valuable	Post Closing/secondary/other role specific training Neutral	Post Closing/secondary/other role specific training Valuable	Post Closing/secondary/other role specific training Extremely Valuable	Post Closing/secondary/other role specific training N/A - I did not attend this training session

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* 8. Please evaluate each trainer. Please consider knowledge, materials provided, presentation of the material and information, preparedness, and ability to communicate the information clearly. Evaluate the trainer, not the topic.

	Not at all effective	Somewhat effective	Neutral	Effective	Extremely effective	N/A - I did not receive training from this trainer
Cecilia Janson - South State Way Training	Cecilia Janson - South State Way Training Not at all effective	Cecilia Janson - South State Way Training Somewhat effective	Cecilia Janson - South State Way Training Neutral	Cecilia Janson - South State Way Training Effective	Cecilia Janson - South State Way Training Extremely effective	Cecilia Janson - South State Way Training N/A - I did not receive training from this trainer
Lauren Rogers - MLO Encompass Training & Roostify Training	Lauren Rogers - MLO Encompass Training & Roostify Training Not at all effective	Lauren Rogers - MLO Encompass Training & Roostify Training Somewhat effective	Lauren Rogers - MLO Encompass Training & Roostify Training Neutral	Lauren Rogers - MLO Encompass Training & Roostify Training Effective	Lauren Rogers - MLO Encompass Training & Roostify Training Extremely effective	Lauren Rogers - MLO Encompass Training & Roostify Training N/A - I did not receive training from this trainer
Cecilia Janson - Lender Design Training	Cecilia Janson - Lender Design Training Not at all effective	Cecilia Janson - Lender Design Training Somewhat effective	Cecilia Janson - Lender Design Training Neutral	Cecilia Janson - Lender Design Training Effective	Cecilia Janson - Lender Design Training Extremely effective	Cecilia Janson - Lender Design Training N/A - I did not receive training from this trainer
Chris Shugart - Engage Training	Chris Shugart - Engage Training Not at all effective	Chris Shugart - Engage Training Somewhat effective	Chris Shugart - Engage Training Neutral	Chris Shugart - Engage Training Effective	Chris Shugart - Engage Training Extremely effective	Chris Shugart - Engage Training N/A - I did not receive training from this trainer
Mark Seeley - FraudGuard Training	Mark Seeley - FraudGuard Training Not at all effective	Mark Seeley - FraudGuard Training Somewhat effective	Mark Seeley - FraudGuard Training Neutral	Mark Seeley - FraudGuard Training Effective	Mark Seeley - FraudGuard Training Extremely effective	Mark Seeley - FraudGuard Training N/A - I did not receive training from this trainer
Carla Zoellner - Products Training (multiple sessions)	Carla Zoellner - Products Training (multiple sessions) Not at all effective	Carla Zoellner - Products Training (multiple sessions) Somewhat effective	Carla Zoellner - Products Training (multiple sessions) Neutral	Carla Zoellner - Products Training (multiple sessions) Effective	Carla Zoellner - Products Training (multiple sessions) Extremely effective	Carla Zoellner - Products Training (multiple sessions) N/A - I did not receive training from this trainer
Lynn Burgess - Construction Education Training	Lynn Burgess - Construction Education Training Not at all effective	Lynn Burgess - Construction Education Training Somewhat effective	Lynn Burgess - Construction Education Training Neutral	Lynn Burgess - Construction Education Training Effective	Lynn Burgess - Construction Education Training Extremely effective	Lynn Burgess - Construction Education Training N/A - I did not receive training from this trainer
Lefty Gregorie - Construction Education Training	Lefty Gregorie - Construction Education Training Not at all effective	Lefty Gregorie - Construction Education Training Somewhat effective	Lefty Gregorie - Construction Education Training Neutral	Lefty Gregorie - Construction Education Training Effective	Lefty Gregorie - Construction Education Training Extremely effective	Lefty Gregorie - Construction Education Training N/A - I did not receive training from this trainer
Sarah Lowrance & Credit Admin - CARD Training	Sarah Lowrance & Credit Admin - CARD Training Not at all effective	Sarah Lowrance & Credit Admin - CARD Training Somewhat effective	Sarah Lowrance & Credit Admin - CARD Training Neutral	Sarah Lowrance & Credit Admin - CARD Training Effective	Sarah Lowrance & Credit Admin - CARD Training Extremely effective	Sarah Lowrance & Credit Admin - CARD Training N/A - I did not receive training from this trainer
Rhonda Mahaffey & Janette Witt - Processing Training	Rhonda Mahaffey & Janette Witt - Processing Training Not at all effective	Rhonda Mahaffey & Janette Witt - Processing Training Somewhat effective	Rhonda Mahaffey & Janette Witt - Processing Training Neutral	Rhonda Mahaffey & Janette Witt - Processing Training Effective	Rhonda Mahaffey & Janette Witt - Processing Training Extremely effective	Rhonda Mahaffey & Janette Witt - Processing Training N/A - I did not receive training from this trainer
Sarah Lowrance - Underwriting Training	Sarah Lowrance - Underwriting Training Not at all effective	Sarah Lowrance - Underwriting Training Somewhat effective	Sarah Lowrance - Underwriting Training Neutral	Sarah Lowrance - Underwriting Training Effective	Sarah Lowrance - Underwriting Training Extremely effective	Sarah Lowrance - Underwriting Training N/A - I did not receive training from this trainer

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* 9. If you rated anything in the question above below neutral, please provide some feedback on how we can improve. Otherwise, please enter N/A for this question. We appreciate your honest and professional feedback.

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* 10. Do you know where to go or who to call for help?

Yes

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* 11. Do you feel you received the information and material you need to complete your job specific duties?

Yes

I haven't received my role specific training yet

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* 12. Did you receive role specific "how to do my job" training from a South State Manager or trainer?

Yes

No - Please comment below on your role & what you feel you need to be successful to perform your job duties

Other (please specify)

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* 13. Do you know what your specific job duties and role is within the South State Mortgage Team?

Yes

No - Please comment below on how we can provide you the information or tools you need to be successful.

Other (please specify)

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* 14. Do you have any other comments, questions, or concerns?

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* 15. Please evaluate the following statements:

	Strongly disagree	Disagree	Neutral	Agree	Strongly Agree
I know what is expected of me at work	I know what is expected of me at work Strongly disagree	I know what is expected of me at work Disagree	I know what is expected of me at work Neutral	I know what is expected of me at work Agree	I know what is expected of me at work Strongly Agree
I received the materials and equipment I needed to do what I do best everyday	I received the materials and equipment I needed to do what I do best everyday Strongly disagree	I received the materials and equipment I needed to do what I do best everyday Disagree	I received the materials and equipment I needed to do what I do best everyday Neutral	I received the materials and equipment I needed to do what I do best everyday Agree	I received the materials and equipment I needed to do what I do best everyday Strongly Agree
I still have the opportunity to do what I do best everyday	I still have the opportunity to do what I do best everyday Strongly disagree	I still have the opportunity to do what I do best everyday Disagree	I still have the opportunity to do what I do best everyday Neutral	I still have the opportunity to do what I do best everyday Agree	I still have the opportunity to do what I do best everyday Strongly Agree
I have received recognition or praise for doing good work throughout the merger transition	I have received recognition or praise for doing good work throughout the merger transition Strongly disagree	I have received recognition or praise for doing good work throughout the merger transition Disagree	I have received recognition or praise for doing good work throughout the merger transition Neutral	I have received recognition or praise for doing good work throughout the merger transition Agree	I have received recognition or praise for doing good work throughout the merger transition Strongly Agree
A mortgage manager or trainer seems to care about me as a person	A mortgage manager or trainer seems to care about me as a person Strongly disagree	A mortgage manager or trainer seems to care about me as a person Disagree	A mortgage manager or trainer seems to care about me as a person Neutral	A mortgage manager or trainer seems to care about me as a person Agree	A mortgage manager or trainer seems to care about me as a person Strongly Agree
I have received encouragement on my development	I have received encouragement on my development Strongly disagree	I have received encouragement on my development Disagree	I have received encouragement on my development Neutral	I have received encouragement on my development Agree	I have received encouragement on my development Strongly Agree
I feel my opinion seems to count	I feel my opinion seems to count Strongly disagree	I feel my opinion seems to count Disagree	I feel my opinion seems to count Neutral	I feel my opinion seems to count Agree	I feel my opinion seems to count Strongly Agree
The mission/purpose of South State makes me feel my job is important	The mission/purpose of South State makes me feel my job is important Strongly disagree	The mission/purpose of South State makes me feel my job is important Disagree	The mission/purpose of South State makes me feel my job is important Neutral	The mission/purpose of South State makes me feel my job is important Agree	The mission/purpose of South State makes me feel my job is important Strongly Agree
My associates and legacy team members are committed to doing quality work	My associates and legacy team members are committed to doing quality work Strongly disagree	My associates and legacy team members are committed to doing quality work Disagree	My associates and legacy team members are committed to doing quality work Neutral	My associates and legacy team members are committed to doing quality work Agree	My associates and legacy team members are committed to doing quality work Strongly Agree
I found a new friend during this merger	I found a new friend during this merger Strongly disagree	I found a new friend during this merger Disagree	I found a new friend during this merger Neutral	I found a new friend during this merger Agree	I found a new friend during this merger Strongly Agree
Someone has talked to me about my progress during the merger	Someone has talked to me about my progress during the merger Strongly disagree	Someone has talked to me about my progress during the merger Disagree	Someone has talked to me about my progress during the merger Neutral	Someone has talked to me about my progress during the merger Agree	Someone has talked to me about my progress during the merger Strongly Agree
I feel I have been provided opportunities to grow and learn during the merger	I feel I have been provided opportunities to grow and learn during the merger Strongly disagree	I feel I have been provided opportunities to grow and learn during the merger Disagree	I feel I have been provided opportunities to grow and learn during the merger Neutral	I feel I have been provided opportunities to grow and learn during the merger Agree	I feel I have been provided opportunities to grow and learn during the merger Strongly Agree
I have received encouragement and feel I can be successful during the transition	I have received encouragement and feel I can be successful during the transition Strongly disagree	I have received encouragement and feel I can be successful during the transition Disagree	I have received encouragement and feel I can be successful during the transition Neutral	I have received encouragement and feel I can be successful during the transition Agree	I have received encouragement and feel I can be successful during the transition Strongly Agree

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* 16. Evaluate the following statements.

	Strongly Disagree	Disagree	Neither Disagree Nor Agree	Agree	Strongly Agree
I was fully present and actively participated during training.	I was fully present and actively participated during training. Strongly Disagree	I was fully present and actively participated during training. Disagree	I was fully present and actively participated during training. Neither Disagree Nor Agree	I was fully present and actively participated during training. Agree	I was fully present and actively participated during training. Strongly Agree
I understand that there will be more things added to our system between training and Go Live and even after Go Live	I understand that there will be more things added to our system between training and Go Live and even after Go Live Strongly Disagree	I understand that there will be more things added to our system between training and Go Live and even after Go Live Disagree	I understand that there will be more things added to our system between training and Go Live and even after Go Live Neither Disagree Nor Agree	I understand that there will be more things added to our system between training and Go Live and even after Go Live Agree	I understand that there will be more things added to our system between training and Go Live and even after Go Live Strongly Agree
My co-participants were actively involved and supported the learning process.	My co-participants were actively involved and supported the learning process. Strongly Disagree	My co-participants were actively involved and supported the learning process. Disagree	My co-participants were actively involved and supported the learning process. Neither Disagree Nor Agree	My co-participants were actively involved and supported the learning process. Agree	My co-participants were actively involved and supported the learning process. Strongly Agree

Other (please specify)