MortgageSAT

For its outstanding capabilities in the ongoing measurement of borrower satisfaction, MortgageSAT earned the 2018 Innovation Award from The Progress in Lending Association. CFI Group’s proprietary tool provides clients with unparalleled real-time insights into all aspects of their performance.

Start measuring borrower satisfaction today with MortgageSAT. Easy to set up and administer, you can be up and running in a matter of weeks collecting feedback and gaining insights from your borrowers.

Build strong, loyal, and profitable borrower relationships. MortgageSAT provides information to help improve day-to-day operations as well as key insights to help guide longer term strategic investments in your business.

EASY SETUP AND OPERATION

• Typical 4-week window from kickoff to insights.
• Fully hosted solution.
• Sample included.
• You determine who and when to invite

STRATEGIC INSIGHTS

• Borrower comments in their own words.
• Measure key aspects of the borrowing experience.
• Using our patented statistical modeling engine powered by ACSI.
• Benchmarking data allows for comparing your organization against national benchmarks.
• Slice and filter your data by up to 70 different variables. You decide the level of detail appropriate for you.

ACTIONABLE INSIGHTS

• Online reporting portal – identify problem areas through drill-down dashboard access to survey data 24/7.
• Receive immediate email alerts of unsatisfied borrower feedback.
• Results by branch, geography, and customer demographics.
• Drill down to the loan officer level to uncover best practices and training opportunities.
• Historical trend analysis.
• Monthly email reports of summary data to key individuals in your organization.

EASE OF USE

• Team of operations specialists on hand to assist in program set-up
• Email invitations fully hosted by CFI Group
• Easy to follow data templates to assist in set-up