SurveyMonkey Powered Online Survey

2022 may be the year that mortgage tech finally breaks through in a big way and Canadian Mortgage Professional is researching which technology solutions are the best for brokers.

Tell us about your technology experiences, which platform would you recommend? Do they work as well as your expectations? Then let us do the analysis.

This survey should take only 5 minutes to complete and your input will be invaluable.

The inaugural Brokers on Technology report will be published on CMP website in March 2022.

Survey closes on Friday, November 12.

For any questions or concerns, please contact aprille.doma@keymedia.com.

Question Title

* 1. When choosing software/technology which of the following are the most important to you? Where 1 is not important and 5 is very important.

	1 (not important)	2	3	4	5 (most important)
Ease of use	Ease of use 1 (not important)	Ease of use 2	Ease of use 3	Ease of use 4	Ease of use 5 (most important)
Ease of implementation	Ease of implementation 1 (not important)	Ease of implementation 2	Ease of implementation 3	Ease of implementation 4	Ease of implementation 5 (most important)
Value-added to your practice (i.e. time-saving, client reports etc.)	Value-added to your practice (i.e. time-saving, client reports etc.) 1 (not important)	Value-added to your practice (i.e. time-saving, client reports etc.) 2	Value-added to your practice (i.e. time-saving, client reports etc.) 3	Value-added to your practice (i.e. time-saving, client reports etc.) 4	Value-added to your practice (i.e. time-saving, client reports etc.) 5 (most important)
Value for investment	Value for investment 1 (not important)	Value for investment 2	Value for investment 3	Value for investment 4	Value for investment 5 (most important)
Customer support	Customer support 1 (not important)	Customer support 2	Customer support 3	Customer support 4	Customer support 5 (most important)

Question Title

* 2. What technology/software platform would you recommend for the following? Please enter the full name of the software/technology you recommend.

Lender platform:

Loan origination:

Loan servicing:

Loan management:

Mortgage application:

CRM:

Document fulfillment platform:

Document recognition:

Automated underwriting systems:

Appraisal technology:

Loan ecosystem platform:

Digital signing:

Loan estimate calculator:

Automated borrower retention:

Question Title

* 3. Based on the software you have nominated above, how would you rate its overall performance? Where 1 is poor and 5 is excellent.

	1 (poor)	2	3	4	5 (excellent)
Lender platform	Lender platform 1 (poor)	Lender platform 2	Lender platform 3	Lender platform 4	Lender platform 5 (excellent)
Loan origination	Loan origination 1 (poor)	Loan origination 2	Loan origination 3	Loan origination 4	Loan origination 5 (excellent)
Loan servicing	Loan servicing 1 (poor)	Loan servicing 2	Loan servicing 3	Loan servicing 4	Loan servicing 5 (excellent)
Loan management	Loan management 1 (poor)	Loan management 2	Loan management 3	Loan management 4	Loan management 5 (excellent)
Mortgage application	Mortgage application 1 (poor)	Mortgage application 2	Mortgage application 3	Mortgage application 4	Mortgage application 5 (excellent)
CRM	CRM 1 (poor)	CRM 2	CRM 3	CRM 4	CRM 5 (excellent)
Document fulfillment platform	Document fulfillment platform 1 (poor)	Document fulfillment platform 2	Document fulfillment platform 3	Document fulfillment platform 4	Document fulfillment platform 5 (excellent)
Document recognition	Document recognition 1 (poor)	Document recognition 2	Document recognition 3	Document recognition 4	Document recognition 5 (excellent)
Automated underwriting systems	Automated underwriting systems 1 (poor)	Automated underwriting systems 2	Automated underwriting systems 3	Automated underwriting systems 4	Automated underwriting systems 5 (excellent)
Appraisal technology	Appraisal technology 1 (poor)	Appraisal technology 2	Appraisal technology 3	Appraisal technology 4	Appraisal technology 5 (excellent)
Loan ecosystem platform	Loan ecosystem platform 1 (poor)	Loan ecosystem platform 2	Loan ecosystem platform 3	Loan ecosystem platform 4	Loan ecosystem platform 5 (excellent)
Digital signing	Digital signing 1 (poor)	Digital signing 2	Digital signing 3	Digital signing 4	Digital signing 5 (excellent)
Loan estimate calculator	Loan estimate calculator 1 (poor)	Loan estimate calculator 2	Loan estimate calculator 3	Loan estimate calculator 4	Loan estimate calculator 5 (excellent)
Automated borrower retention	Automated borrower retention 1 (poor)	Automated borrower retention 2	Automated borrower retention 3	Automated borrower retention 4	Automated borrower retention 5 (excellent)

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* 4. What would you like to see more of from mortgage technology providers which may currently be underserved?

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* 5. What types of technologies have emerged in the past 12 months that have helped the mortgage industry for the better?

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* 6. What size is your company?

1-10 employees

11-50 employees

51-100 employees

101-200 employees

201-500 employees

500+ employees

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* 7. How many people in your organization are involved in the decision process when purchasing software?

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* 8. When purchasing software how many vendors would you typically shortlist/demo?

1-2

3-5

More than 5

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* 9. What is your buying timeline when purchasing mortgage software?

Less than 3 months

3-6 months

6-12 months

12 months +

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* 10. The responses and ratings you have provided in this survey will be kept completely anonymous. Your answers will be aggregated with other responses in order to calculate overall ratings and identify the best mortgage technology providers. Thank you for taking part in this important research.

Name

Company

State/Province

Email Address

Phone Number