"How Are We Doing" Survey
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
-
Area Code
Phone Number
During your onboarding process...Did you get all the help you needed?
*
Always
Most Of The Time
Sometimes
Almost Never
Never
Do you have any recomendations to improve the onboarding process?
Are you chasing conditions?
*
Always
Most Of The Time
Sometimes
Almost Never
Never
Is your Loan Partner chasing conditions?
*
Always
Most Of The Time
Sometimes
Almost Never
Never
If your Loan Partner is not chasing conditions, why not? Do they not have time or are you not letting go of the files?
Does your Loan Partner return your call within an hour? Monday- Friday 9am-5pm
*
Always
Most Of The Time
Sometimes
Almost Never
Never
Rate your Loan Partner on a scale from 1 to 10. (with 7 not an option :))
*
10
9
8
6
5
4
3
2
1
Are you loans closing on time?
*
Always
Most Of The Time
Sometimes
Almost Never
Never
How many loans are you closing a month?
*
If your loans are NOT closing on time, why not?
Is the sales training what you expected? What, if anything, can we do better on?
Is there anything you wish we did more of? Anything we should stop doing? Anything we should start doing?
Let Us Know How We Are Doing
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