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Thu. Oct 9th, 2025
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Lender Grade
Survey
Survey
Lender Survey
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Type of service?
Broker
Client
Name
*
First
Last
Email
*
Name of Lender
Date of service
Do you agree that the lender adhered to ethical standards and acted with integrity in all dealings ensuring they operated in the best interest of the client, maintaining confidentiality, and avoiding conflicts of interest?
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Based off of the lenders actions how knowledgeable do you feel the lender was? The lender demonstrated a deep understanding of the mortgage industry, including different loan types, rates, and regulations.
Highly Knowledgeable
Knowledgeable
Moderately Knowledgeable
Slightly Knowledgeable
Not Knowledgeable
How well did the lender do about being transparent with fees, loan terms, and processes?
Excellent
Outstanding
Satisfactory
Adequate
Poor
How good was the lender at providing regular updates and a clear, open line of communication, throughout the application, approval, and closing process?
Excellent
Outstanding
Satisfactory
Adequate
Poor
Based off the description below how would you rate your lender- They managed applications and documentation efficiently and ensured a smooth, timely process, helping to avoid delays.
Excellent
Outstanding
Satisfactory
Adequate
Poor
How would you rate your lender based off of the description below- They showed an understanding of the clients unique situation and addressed any concerns. The lender was approachable and willing to provide tailored advice based on the clients individual financial circumstances.
Excellent
Outstanding
Satisfactory
Adequate
Poor
Based off of the lenders actions, how confident were you that the lender would deliver on promises and close the loan on time?
Extremely Confident
Confident
Moderately Confident
Somewhat Confident
Not confident at all
How well did the lender demonstrate the ability to navigate challenges and find solutions to problems that arose during the lending process? i.e. dealing with credit issues or sourcing alternative financing options.
Excellent
Outstanding
Satisfactory
Adequate
Poor
How often did the lender put the needs of the client first and strive to provide an excellent customer experience?
Always
Frequently
Occasionally
Rarely
Never
Please add any additional comments about your experience.
Submit
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