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
OTHER RESOURCES