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Please Tell Us How We're Doing
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Loan Number:
Completed By:
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Borrower Name:
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Title/Role:
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Broker Name:
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Email Address:
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Overall Mortgage Process
Based on your most recent loan with Plaza, how would you rate the overall mortgage process? Use a 5-point scale, where a “5” means “very satisfied”, a “3” is “neutral”, and a “1” means “very dissatisfied.”
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Very dissatisfied 1
Dissatisfied 2
Neutral 3
Satisfied 4
Very Satisfied 5
N/A
Please rate your satisfaction with the process in regards to each of the following aspects of service:
Plaza Personnel
Your Plaza Account Executive/Team?
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(
)
--Please Choose--
House Account
Very dissatisfied 1
Dissatisfied 2
Neutral 3
Satisfied 4
Very Satisfied 5
N/A
Your Customer Service Rep (CSR)?
*
  
(
)
--Please Choose--
Unknown
Very dissatisfied 1
Dissatisfied 2
Neutral 3
Satisfied 4
Very Satisfied 5
N/A
Your Underwriter?
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(
)
--Please Choose--
Unknown
Very dissatisfied 1
Dissatisfied 2
Neutral 3
Satisfied 4
Very Satisfied 5
N/A
Your Docs Rep?
*
  
(
)
--Please Choose--
Unknown
Very dissatisfied 1
Dissatisfied 2
Neutral 3
Satisfied 4
Very Satisfied 5
N/A
Your Closing Rep?
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(
)
--Please Choose--
Unknown
Very dissatisfied 1
Dissatisfied 2
Neutral 3
Satisfied 4
Very Satisfied 5
N/A
BREEZE (Plaza's Loan Origination System)
Overall Performance?
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Very dissatisfied 1
Dissatisfied 2
Neutral 3
Satisfied 4
Very Satisfied 5
N/A
System's Speed?
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Very dissatisfied 1
Dissatisfied 2
Neutral 3
Satisfied 4
Very Satisfied 5
N/A
Ease of Navigation?
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Very dissatisfied 1
Dissatisfied 2
Neutral 3
Satisfied 4
Very Satisfied 5
N/A
Lock Desk
Overall Performance?
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Very dissatisfied 1
Dissatisfied 2
Neutral 3
Satisfied 4
Very Satisfied 5
N/A
Loan Registration
Overall Performance?
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Very dissatisfied 1
Dissatisfied 2
Neutral 3
Satisfied 4
Very Satisfied 5
N/A
Underwriting
Overall Performance?
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Very dissatisfied 1
Dissatisfied 2
Neutral 3
Satisfied 4
Very Satisfied 5
N/A
Turnaround Time?
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Very dissatisfied 1
Dissatisfied 2
Neutral 3
Satisfied 4
Very Satisfied 5
N/A
Docs/Funding/Closing
Overall Performance?
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Very dissatisfied 1
Dissatisfied 2
Neutral 3
Satisfied 4
Very Satisfied 5
N/A
Ease of Process?
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Very dissatisfied 1
Dissatisfied 2
Neutral 3
Satisfied 4
Very Satisfied 5
N/A
Final Thoughts
How likely are you to continue to use Plaza in the future? Please use a 5-point scale, where a “5” means “very likely,” a “3” is “neutral” and a “1” means “very unlikely.”
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Very unlikely 1
Unlikely 2
Neutral 3
Likely 4
Very Likely 5
N/A
What do you like most about Plaza?
If you could provide a recommendation or comment to Plaza, what would it be?
Now that you have completed the survey, do you approve of Plaza using your comments in its website and marketing?
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Yes
No
If you liked our service, please leave us a review with Google
®
here
Thank you for completing the survey. If you have any questions, please feel free to contact your Plaza Account Executive or email us at
hereforyou@plazamortgage.com
.
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