Survey: The What and Who of Working with Lenders Question Title * 1. Are you...? Male Female OK Question Title * 2. In which state do you live? AL Alabama AK Alaska AZ Arizona AR Arkansas CA California CO Colorado CT Connecticut DE Delaware DC District of Columbia FL Florida GA Georgia HI Hawaii ID Idaho IL Illinois IN Indiana IA Iowa KS Kansas KY Kentucky LA Louisiana ME Maine MD Maryland MA Massachusetts MI Michigan MN Minnesota MS Mississippi MO Missouri MT Montana NE Nebraska NV Nevada NH New Hampshire NJ New Jersey NM New Mexico NY New York NC North Carolina ND North Dakota OH Ohio OK Oklahoma OR Oregon PA Pennsylvania RI Rhode Island SC South Carolina SD South Dakota TN Tennessee TX Texas UT Utah VT Vermont VA Virginia WA Washington WV West Virginia WI Wisconsin WY Wyoming OK Question Title * 3. How old are you? 18-24 25-34 35-44 45-54 55-64 65-74 75 years or older OK Question Title * 4. Which of the following best describes your total annual household income before taxes? Less than $25,000 $25,000-$34,999 $35,000-$49,999 $50,000-$74,999 $75,000-$99,999 $100,000-$149,999 $150,000-$199,999 $200,000 or more OK Question Title * 5. Which of the following best describes you? Real Estate Agent Broker/Owner Broker Manager Office Manager CEO/Executive MLS/Assn Executive Real Estate Service Provider Other (please specify) OK Question Title * 6. If you are a real estate agent, which of the following describes the type of agent you are? Select all that apply. Buyer's Agent Listing Agent Broker Dealer Other (Please Specify) OK Question Title * 7. Do you work part-time or full-time as a real estate agent? Part-Time Full-Time OK Question Title * 8. What type of property do you specialize in? Residential Commercial Other (Please Specify) OK Question Title * 9. How long have you been a practicing real estate agent? Less than 1 year 1-5 years 5-10 years 10-15 years 15-20 years Over 20 years OK Question Title * 10. Approximately how many transactions have you closed over the last 12 months? 0 1-2 3-4 5-6 7-8 9-10 10+ OK Question Title * 11. What would you say the average home price is for your average client? Less than $50,000 $50,000-$99,999 $100,000-$199,999 $200,000-$299,999 $300,000-$399,999 $400,000-$499,999 $500,000+ OK Question Title * 12. Please select the franchise you work for below. RE/MAX Keller Williams Century 21 Coldwell Banker ERA Sotheby's Real Living Weichert Realty Executives EXIT Realty Better Homes and Gardens None Other (Please Specify) OK Question Title * 13. Which of the following associations do you belong to? Select all that apply. National Association of REALTORS® (NAR) Women's Council of REALTORS National Association of Hispanic Real Estate Professionals (NAHREP) None Other (Please Specify) OK Question Title * 14. What mortgage lenders come to mind for mortgages to purchase or refinance a home? (Please be as specific as possible.) OK Question Title * 15. Do you recall seeing any advertising (radio, television or online) in the past 3 months for the following mortgage companies? (Please select all that apply.) Bank of America JP Morgan/Chase Citibank Fifth Third Mortgage Guaranteed Rate loanDepot PNC Mortgage Quicken Loans SunTrust Bank U.S. Bank Home Mortgage/U.S. Bancorp Wells Fargo SoFi ditech USAA Lenda Rocket Mortgage None Other (Please Specify) OK Question Title * 16. How familiar are you with the following lenders? (Please select one response for each brand/row.) I have never heard of it I have heard of them, but am not familiar Somewhat familiar Very familiar Extremely familiar Don't know Wells Fargo Wells Fargo I have never heard of it Wells Fargo I have heard of them, but am not familiar Wells Fargo Somewhat familiar Wells Fargo Very familiar Wells Fargo Extremely familiar Wells Fargo Don't know JP Morgan/Chase JP Morgan/Chase I have never heard of it JP Morgan/Chase I have heard of them, but am not familiar JP Morgan/Chase Somewhat familiar JP Morgan/Chase Very familiar JP Morgan/Chase Extremely familiar JP Morgan/Chase Don't know Citibank Citibank I have never heard of it Citibank I have heard of them, but am not familiar Citibank Somewhat familiar Citibank Very familiar Citibank Extremely familiar Citibank Don't know Bank of America Bank of America I have never heard of it Bank of America I have heard of them, but am not familiar Bank of America Somewhat familiar Bank of America Very familiar Bank of America Extremely familiar Bank of America Don't know Quicken Loans Quicken Loans I have never heard of it Quicken Loans I have heard of them, but am not familiar Quicken Loans Somewhat familiar Quicken Loans Very familiar Quicken Loans Extremely familiar Quicken Loans Don't know loanDepot loanDepot I have never heard of it loanDepot I have heard of them, but am not familiar loanDepot Somewhat familiar loanDepot Very familiar loanDepot Extremely familiar loanDepot Don't know ditech ditech I have never heard of it ditech I have heard of them, but am not familiar ditech Somewhat familiar ditech Very familiar ditech Extremely familiar ditech Don't know Fifth Third Mortgage Fifth Third Mortgage I have never heard of it Fifth Third Mortgage I have heard of them, but am not familiar Fifth Third Mortgage Somewhat familiar Fifth Third Mortgage Very familiar Fifth Third Mortgage Extremely familiar Fifth Third Mortgage Don't know Guaranteed Rate Guaranteed Rate I have never heard of it Guaranteed Rate I have heard of them, but am not familiar Guaranteed Rate Somewhat familiar Guaranteed Rate Very familiar Guaranteed Rate Extremely familiar Guaranteed Rate Don't know Lenda Lenda I have never heard of it Lenda I have heard of them, but am not familiar Lenda Somewhat familiar Lenda Very familiar Lenda Extremely familiar Lenda Don't know SoFi SoFi I have never heard of it SoFi I have heard of them, but am not familiar SoFi Somewhat familiar SoFi Very familiar SoFi Extremely familiar SoFi Don't know OK Question Title * 17. What is your overall opinion of the following lenders? (Please select one response for each brand/row.) Very negative Negative Neutral Positive Very positive Don't know Wells Fargo Wells Fargo Very negative Wells Fargo Negative Wells Fargo Neutral Wells Fargo Positive Wells Fargo Very positive Wells Fargo Don't know JP Morgan/Chase JP Morgan/Chase Very negative JP Morgan/Chase Negative JP Morgan/Chase Neutral JP Morgan/Chase Positive JP Morgan/Chase Very positive JP Morgan/Chase Don't know Citibank Citibank Very negative Citibank Negative Citibank Neutral Citibank Positive Citibank Very positive Citibank Don't know Bank of America Bank of America Very negative Bank of America Negative Bank of America Neutral Bank of America Positive Bank of America Very positive Bank of America Don't know Quicken Loans Quicken Loans Very negative Quicken Loans Negative Quicken Loans Neutral Quicken Loans Positive Quicken Loans Very positive Quicken Loans Don't know loanDepot loanDepot Very negative loanDepot Negative loanDepot Neutral loanDepot Positive loanDepot Very positive loanDepot Don't know ditech ditech Very negative ditech Negative ditech Neutral ditech Positive ditech Very positive ditech Don't know Fifth Third Mortgage Fifth Third Mortgage Very negative Fifth Third Mortgage Negative Fifth Third Mortgage Neutral Fifth Third Mortgage Positive Fifth Third Mortgage Very positive Fifth Third Mortgage Don't know Guaranteed Rate Guaranteed Rate Very negative Guaranteed Rate Negative Guaranteed Rate Neutral Guaranteed Rate Positive Guaranteed Rate Very positive Guaranteed Rate Don't know Lenda Lenda Very negative Lenda Negative Lenda Neutral Lenda Positive Lenda Very positive Lenda Don't know SoFi SoFi Very negative SoFi Negative SoFi Neutral SoFi Positive SoFi Very positive SoFi Don't know OK Question Title * 18. How likely are you to recommend the following lenders to a client as one of your preferred lenders? (Please select one response for each brand/row.) Not likely at all Somewhat likely Neither likely or unlikely Somewhat likely Very likely Don't know Wells Fargo Wells Fargo Not likely at all Wells Fargo Somewhat likely Wells Fargo Neither likely or unlikely Wells Fargo Somewhat likely Wells Fargo Very likely Wells Fargo Don't know JP Morgan/Chase JP Morgan/Chase Not likely at all JP Morgan/Chase Somewhat likely JP Morgan/Chase Neither likely or unlikely JP Morgan/Chase Somewhat likely JP Morgan/Chase Very likely JP Morgan/Chase Don't know Citibank Citibank Not likely at all Citibank Somewhat likely Citibank Neither likely or unlikely Citibank Somewhat likely Citibank Very likely Citibank Don't know Bank of America Bank of America Not likely at all Bank of America Somewhat likely Bank of America Neither likely or unlikely Bank of America Somewhat likely Bank of America Very likely Bank of America Don't know Quicken Loans Quicken Loans Not likely at all Quicken Loans Somewhat likely Quicken Loans Neither likely or unlikely Quicken Loans Somewhat likely Quicken Loans Very likely Quicken Loans Don't know loanDepot loanDepot Not likely at all loanDepot Somewhat likely loanDepot Neither likely or unlikely loanDepot Somewhat likely loanDepot Very likely loanDepot Don't know ditech ditech Not likely at all ditech Somewhat likely ditech Neither likely or unlikely ditech Somewhat likely ditech Very likely ditech Don't know Fifth Third Mortgage Fifth Third Mortgage Not likely at all Fifth Third Mortgage Somewhat likely Fifth Third Mortgage Neither likely or unlikely Fifth Third Mortgage Somewhat likely Fifth Third Mortgage Very likely Fifth Third Mortgage Don't know Guaranteed Rate Guaranteed Rate Not likely at all Guaranteed Rate Somewhat likely Guaranteed Rate Neither likely or unlikely Guaranteed Rate Somewhat likely Guaranteed Rate Very likely Guaranteed Rate Don't know Lenda Lenda Not likely at all Lenda Somewhat likely Lenda Neither likely or unlikely Lenda Somewhat likely Lenda Very likely Lenda Don't know SoFi SoFi Not likely at all SoFi Somewhat likely SoFi Neither likely or unlikely SoFi Somewhat likely SoFi Very likely SoFi Don't know OK Question Title * 19. Which of the lenders below do you have experience working with? (Please select all that apply.) Wells Fargo JP Morgan/Chase Citibank Bank of America Quicken Loans loanDepot ditech Fifth Third Mortgage Guaranteed Rate Lenda SoFi None of the above OK Question Title * 20. Based on your experience working with the lenders below, please rank these lenders from best overall experience to worst overall experience. 1 2 3 4 5 6 7 8 9 10 11 Wells Fargo 1 2 3 4 5 6 7 8 9 10 11 JP Morgan/Chase 1 2 3 4 5 6 7 8 9 10 11 Citibank 1 2 3 4 5 6 7 8 9 10 11 Bank of America 1 2 3 4 5 6 7 8 9 10 11 Quicken Loans 1 2 3 4 5 6 7 8 9 10 11 loanDepot 1 2 3 4 5 6 7 8 9 10 11 ditech 1 2 3 4 5 6 7 8 9 10 11 Fifth Third Mortgage 1 2 3 4 5 6 7 8 9 10 11 Guaranteed Rate 1 2 3 4 5 6 7 8 9 10 11 Lenda 1 2 3 4 5 6 7 8 9 10 11 SoFi OK Question Title * 21. What is your opinion of the quality of a pre-approval from the following lenders? (Please select an answer for each row.) Very negative Negative Neutral Positive Very positive Not sure about the quality of this lender's pre-approval Wells Fargo Wells Fargo Very negative Wells Fargo Negative Wells Fargo Neutral Wells Fargo Positive Wells Fargo Very positive Wells Fargo Not sure about the quality of this lender's pre-approval JP Morgan/Chase JP Morgan/Chase Very negative JP Morgan/Chase Negative JP Morgan/Chase Neutral JP Morgan/Chase Positive JP Morgan/Chase Very positive JP Morgan/Chase Not sure about the quality of this lender's pre-approval Citibank Citibank Very negative Citibank Negative Citibank Neutral Citibank Positive Citibank Very positive Citibank Not sure about the quality of this lender's pre-approval Bank of America Bank of America Very negative Bank of America Negative Bank of America Neutral Bank of America Positive Bank of America Very positive Bank of America Not sure about the quality of this lender's pre-approval Quicken Loans Quicken Loans Very negative Quicken Loans Negative Quicken Loans Neutral Quicken Loans Positive Quicken Loans Very positive Quicken Loans Not sure about the quality of this lender's pre-approval loanDepot loanDepot Very negative loanDepot Negative loanDepot Neutral loanDepot Positive loanDepot Very positive loanDepot Not sure about the quality of this lender's pre-approval ditech ditech Very negative ditech Negative ditech Neutral ditech Positive ditech Very positive ditech Not sure about the quality of this lender's pre-approval Fifth Third Mortgage Fifth Third Mortgage Very negative Fifth Third Mortgage Negative Fifth Third Mortgage Neutral Fifth Third Mortgage Positive Fifth Third Mortgage Very positive Fifth Third Mortgage Not sure about the quality of this lender's pre-approval Guaranteed Rate Guaranteed Rate Very negative Guaranteed Rate Negative Guaranteed Rate Neutral Guaranteed Rate Positive Guaranteed Rate Very positive Guaranteed Rate Not sure about the quality of this lender's pre-approval Lenda Lenda Very negative Lenda Negative Lenda Neutral Lenda Positive Lenda Very positive Lenda Not sure about the quality of this lender's pre-approval SoFi SoFi Very negative SoFi Negative SoFi Neutral SoFi Positive SoFi Very positive SoFi Not sure about the quality of this lender's pre-approval OK Question Title * 22. Which of the following has had the greatest impact on your opinion of Quicken Loans? Advertising I have interacted with Quicken Loans Word of mouth Other (Please Specify) OK Question Title * 23. List all the products and services you believe Quicken Loans offers. Please be as specific as possible. OK Question Title * 24. Now, from the following list, which of these is the primary product offered by Quicken Loans? Please select one response. Car loan Mortgage Personal loan Payday loan None Don't know Other (Please Specify) OK Question Title * 25. Where did you hear of Quicken Loans? (Please select all that apply.) Television Radio Internet Mail Word of mouth/friends/family Newspaper/magazine Social media (Facebook, Twitter, etc.) Billboard Public transit (bus stop, etc.) Rocket Mortgage Clients have used them Convention/conference Quicken Loans employee introduced themselves Don't know Other (Please Specify) OK Question Title * 26. Which of these lenders do you recommend to your clients as preferred lenders? (Please select all that apply.) Bank of America JP Morgan/Chase Citibank Fifth Third Mortgage loanDepot PNC Mortgage Quicken Loans SunTrust Bank U.S. Bank Home Mortgage/US Bancorp Wells Fargo Guaranteed Rate SoFi USAA Lenda None Don't know Other (Please Specify) OK Question Title * 27. Which words do you associate with "Quicken Loans"? (Please select all that apply.) Complicated Simple Traditional Innovative Unhelpful Helpful Careless Deliberate Arrogant Not Arrogant Unapproachable Approachable Dishonest Trustworthy Erratic Consistent Low-Quality High-Quality Conservative Forward-Looking Novice Expert Overpriced Competitively Priced Slow Fast OK Question Title * 28. If you are using a lender for the first time, what is the most important thing to you as an agent during the transaction? OK Question Title * 29. If a lender offered a closing guarantee (based on a more in-depth, up-front qualification compared to a standard pre-approval), how important would a closing guarantee be to you when working with a lender? Very important Somewhat important Neutral Not very important Not at all important OK Question Title * 30. How much does it matter to you as an agent that a lender offers up-to-date mobile technologies? Very important Somewhat important Neutral Not very important Not at all important OK Question Title * 31. How important is it to you as an agent that a lender offers a real-time app/technology that gives you 24/7 insight into your client's loan? Very Important Somewhat important Neutral Not very important Not at all important OK DONE
