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  1. Surveys
  2. 2016
  3. August
  4. L
  5. LP Feedback
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Questions marked with a * are required Exit Survey
 
 
How often do you conduct surveys?
 
 
 
* Borrower Name:
   
 
 
Organization:

Please rate each question which best describes the level of satisfaction you experienced with your Loan Processor in the following areas:  (1=Exemplary, 2=Satisfactory, 3=Adequate, 4=Inadequate)
1) Understands what is needed on each file to close on time
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2) Kept track of docs & relevant emails in each file
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Overall
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3) Log of when CD’s needs to go out on each file, when to ask for extension
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Timeliness:

Please rate each question which best describes the level of satisfaction you experienced with your Loan Processor in the following areas:  (1=Exemplary, 2=Satisfactory, 3=Adequate, 4=Inadequate)
4) Median days on this file to close
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5) Cleared U/W and Income conditions in timely manner
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6) Cleared conditions in a timely manner after 1st look
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Follow

Please rate each question which best describes the level of satisfaction you experienced with your Loan Processor in the following areas:  (1=Exemplary, 2=Satisfactory, 3=Adequate, 4=Inadequate) Up:
7) Reached out to the appropriate people to keep the file moving forward
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8) Setting reminders to contact appropriate people to clear conditions/ follow up
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Communication with LO:

Please rate each question which best describes the level of satisfaction you experienced with your Loan Processor in the following areas:  (1=Exemplary, 2=Satisfactory, 3=Adequate, 4=Inadequate)
* 9) Kept LO’s updated on the status of the file throughout the process
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* 10) Let LO know when help is needed to talk to borrower, review numbers, etc
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Communication with Borrower and/or related parties:



Please rate each question which best describes the level of satisfaction you experienced with your Loan Processor in the following areas:  (1=Exemplary, 2=Satisfactory, 3=Adequate, 4=Inadequate)
11) Did Processor email or call appropriate parties to clear conditions
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12) Verifying when important information has been received/ notes in system
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Knowledgeable:

Please rate each question which best describes the level of satisfaction you experienced with your Loan Processor in the following areas:  (1=Exemplary, 2=Satisfactory, 3=Adequate, 4=Inadequate)
13) Knowledge what is needed on each file and how to obtain necessary information
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14) Understanding how to review title/clear any outstanding issues/notify appropriate people
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