Mortgage Process Survey

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* 1. Do you own a home/property?

Yes

In the process of purchasing one

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* 2. If yes, did you take a mortgage to acquire it?

Yes

Not Applicable

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* 3. What was the most difficult part of the mortgage process?

Choosing a lender

Finding the right loan type

Gathering all the required documentation

The wait time/length of the whole process

Getting through the loan application process

Getting your application approved

Reviewing the final documents

Not applicable

Other (please specify)

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* 4. How long after you submitted the initial document requirements did it take for your mortgage to be approved?

Less than 1 month

1 - 2 months

2 - 3 months

4 - 6 months

Over 6 months

Not applicable

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* 5. What would make the biggest difference in making mortgage process easier?

Less paperwork/fewer forms

The ability to shop and compare the loans of multiple lenders at once

Less back and forth during the approval process

Loan terms and costs that are easier to understand

Shorter length of time from application to closing

More responsiveness from your lender

Nothing

Not applicable

Other (please specify)

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* 6. Please rate the following parts of the process from very dissatisfied to very satisfied:

	Very Dissatisfied	Dissatisfied	Neither Satisfied or Dissatisfied	Satisfied	Extremely Satisfied
The mortgage representative/ sales officer	The mortgage representative/ sales officer Very Dissatisfied	The mortgage representative/ sales officer Dissatisfied	The mortgage representative/ sales officer Neither Satisfied or Dissatisfied	The mortgage representative/ sales officer Satisfied	The mortgage representative/ sales officer Extremely Satisfied
The number of documents you had to submit	The number of documents you had to submit Very Dissatisfied	The number of documents you had to submit Dissatisfied	The number of documents you had to submit Neither Satisfied or Dissatisfied	The number of documents you had to submit Satisfied	The number of documents you had to submit Extremely Satisfied
The length of time for approval of loan	The length of time for approval of loan Very Dissatisfied	The length of time for approval of loan Dissatisfied	The length of time for approval of loan Neither Satisfied or Dissatisfied	The length of time for approval of loan Satisfied	The length of time for approval of loan Extremely Satisfied
The communication throughout the process	The communication throughout the process Very Dissatisfied	The communication throughout the process Dissatisfied	The communication throughout the process Neither Satisfied or Dissatisfied	The communication throughout the process Satisfied	The communication throughout the process Extremely Satisfied
The information provided to you by the company	The information provided to you by the company Very Dissatisfied	The information provided to you by the company Dissatisfied	The information provided to you by the company Neither Satisfied or Dissatisfied	The information provided to you by the company Satisfied	The information provided to you by the company Extremely Satisfied
The customer service I felt during the process	The customer service I felt during the process Very Dissatisfied	The customer service I felt during the process Dissatisfied	The customer service I felt during the process Neither Satisfied or Dissatisfied	The customer service I felt during the process Satisfied	The customer service I felt during the process Extremely Satisfied
The lending institution's terms and conditions	The lending institution's terms and conditions Very Dissatisfied	The lending institution's terms and conditions Dissatisfied	The lending institution's terms and conditions Neither Satisfied or Dissatisfied	The lending institution's terms and conditions Satisfied	The lending institution's terms and conditions Extremely Satisfied

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* 7. Select which you would prefer to do in person vs online

	In Person	Online
Selecting a lender	Selecting a lender In Person	Selecting a lender Online
Apply for the mortgage	Apply for the mortgage In Person	Apply for the mortgage Online
Getting pre-qualification	Getting pre-qualification In Person	Getting pre-qualification Online
Understanding the loan terms & options	Understanding the loan terms & options In Person	Understanding the loan terms & options Online
Filling out the application	Filling out the application In Person	Filling out the application Online
Submitting required documents	Submitting required documents In Person	Submitting required documents Online
Getting updates and asking questions	Getting updates and asking questions In Person	Getting updates and asking questions Online
Reviewing final documents	Reviewing final documents In Person	Reviewing final documents Online
Signing final loan documents	Signing final loan documents In Person	Signing final loan documents Online

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* 8. During the mortgage process, which of the following would describe your emotional experience with your mortgage officer?

Warmth

Trust

Comfort

Knowledgeable

Distant

Lack of Empathy

Unsure of the Process