Your Information

How did we perform?

1. From 1 to 5, please rate the experience you had with your mortgage broker in terms of how you felt you were treated. 1 being unsatisfactory and 5 being excellent.
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2. How confident were you in the knowledge of the mortgage advisor(s) you dealt with? 1 being not confident and 5 being extremely confident.
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3. How well did we keep you updated about the progress of your mortgage application?
Not very well: I felt the need to chaseWell: I felt no need to chaseVery well: You exceeded my expectations

4. How easy was it for you to contact us to discuss your mortgage application?
Not easyEasyNot applicable

5. How efficiently did you feel that your mortgage application was dealt with?
InefficientlyReasonably efficientlyEfficiently

6. If a question or problem occurred, did we answer or rectify it satisfactorily?
YesNoNot applicable

How well did we explain things?

7. Did you feel we provided you with an adequate range of financing options?
YesNoNot sure

8. Do you feel we adequately explained these options and any advantages or disadvantages?
YesNo

9. Did we provide you with adequate explanations of the key features and costs of the mortgage you received?
YesNoNot sure

10. Are you comfortable with the mortgage product and lender that we placed you with?
YesNoNot sure

11. So far has your communication and interaction with this lender been:
PoorFairGoodExcellent

12. Did you feel involved and engaged enough during the process?
YesNo

Planning for your future

13. In the next 3 to 5 years, do you plan to do any major renovations that will require a line of credit?
YesNo, but interested in some informationNo, not interested at this time

ETC

14. How Did You Hear About us?
General AdvertisingOnline AdvertisingReferred by a realtor, builder, financial planner or othersReferred by a friend or family memberRepeat Client

15. Thinking about the overall level of service and expertise we provided, would you recommend us if asked?
YesNo

Questions or Comments

GeneralProduct: Loans/CreditsProduct: InvestmentsProduct: InsuranceProduct: Retirement