MortgageSAT

Start measuring borrower satisfaction today with MortgageSAT, created in partnership with STRATMOR Group. 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