Surveys can be a powerful tool to improving the performance of your messaging and engagement with potential and past borrowers.
Here are a few ways in which you can use this feature and unleash its power onto your business.
Send a survey to your past borrowers to collect a bulk of testimonials that can be used on your website, social media pages and other marketing efforts to increase credibility.
Setup a survey to be automatically sent once the loan process is completed to find out how you did post transaction in your borrowers eyes.
A post transaction survey can collect data on how your team has performed monthly, quarterly or after each mortgage.
Use surveys to gauge how your leads or borrowers feel about specific marketing campaigns, tactics or strategies you’ve employed.