Mortgage CRM Surveys | Accelerate Your Growth With Surveys

by Aidan P

Mortgage CRM 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 mortgage crm surveys and unleash their power onto your business.

How Can You Use Surveys?

Collect Testimonials

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. These testimonials are incredibly valuable and can be used on your website, in your email signatures, in emails themselves and on social media. If we read the reviews before buying a $20 laptop mouse on Amazon, you bet we’ll want to read some reviews before we move forward with a mortgage professional or loan officer! Use our mortgage crm survey’s to collect testimonials and close more loans.
Improve Client Satisfaction

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. This can supply you with valuable insight on how to better serve your clients and if taken to heart can lead to more referrals.
Study Your Team’s Performance

A post transaction survey can collect data on how your team has performed monthly, quarterly or after each mortgage. When you accumulate the info from a months worth of surveys sent to all borrowers your team has worked with you’ll be able to see which team member is providing the most value to your borrowers. A simple “how would you rate your interaction with us” on a one to ten scale can give your team monthly average performance scores that can be used to reward top performers.
Learn More About Your Leads & Borrowers

Use surveys to gauge how your leads or borrowers feel about specific marketing campaigns, tactics or strategies you’ve employed. Ran a new campaign to a new demographic? Ask them how they like the campaign and if they find value in it with a survey. Add open ended questions to your mortgage crm surveys like “what did you like or not like about this campaign” to get specific recommendations about what your borrowers want to see.

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Easy To Create & Implement

Activate Surveys on Your Account

This can easily be done through the modules section on your account.
Create New Survey

From you’re newly added survey section (within the Marketing tab) you’ll be able to easily view, edit and remove your current surveys along with add new ones.
Add Survey Questions

Creating surveys is as simple as choosing your template, naming it, adding your questions and hitting save. All surveys and questions can be edited and revised after they are created.
Apply Survey To Campaign

Finally you can add any finished surveys to your marketing campaigns or communications with the click of a button.