Mortgage Process Feedback Survey
Clarity, speed, and stress through the lending journey – from application to funds.
4 questions · 1 page · about 2 minutes to answer · fully editable after you start
Borrowers rate a mortgage by how understandable and predictable the process felt, not by the rate alone. This survey follows the lending journey – application clarity, document requests (the repeat-request frustration especially), decision timeline honesty, and closing communication – the stages where lenders and brokers win or lose referrals.
The asked-twice question is the process-improvement goldmine: every document requested twice is a workflow defect with a customer-visible cost.
Template preview
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Page 1
Your mortgage journey
This survey asks how getting your mortgage went, from the first enquiry to settlement. Your answers help us make the process clearer and quicker. It takes about 2 minutes.
Q1.How would you rate each part of the process?*
| Poor | Fair | Good | Excellent | Not applicable | |
|---|---|---|---|---|---|
| Clarity of what was needed from you | |||||
| Speed of responses to your questions | |||||
| Honesty about timelines | |||||
| Explanation of your options and costs |
Q2.Were you asked for the same document more than once?*
- No
- Once
- Several times
Q3.How stressful was the process overall?
Q4.What one change would most improve the experience?
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