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Mortgage advice survey template

Check that clients leave with clear options, and no pressure to sign

Four questions the day after a mortgage meeting: how clear the advice was, whether the advisor compared options, how much pressure the client felt and how confident they are about the next step. Add an open question and Usertick reads every written answer for you.

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What this mortgage advice survey tells you

A mortgage advice survey asks clients about the meeting while the options are still on the table. This template asks four questions in about 30 seconds: how clear the advice was, whether the advisor compared several options, how much pressure the client felt to decide and how confident they feel about their next step.

It is written for an email the day after the meeting, before the client has signed anything. The same template runs as a link your advisors add to their follow-up email with the documents, or in the chat layout, one question at a time, for clients who answer on a phone.

Results shows the clarity rating as CSAT, the share whose advisor compared options and the pressure and confidence averages with a column per step, each against the period before. Add an open question and Usertick reads each written answer, files it under a category from your list and gives it a type, a sentiment and an urgency.

In an emailAs a linkOn your websiteAs a conversation
Questions
4
Time to answer
Under a minute
Written for
An email the day after the mortgage meeting
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

In an email

Send it from Usertick to a contact list, with the first question inside the email. A tap on an answer opens the rest of the survey with that answer already kept. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 4 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 4 · Stars

How clear was the advice you received?

Why ask it
Clients who don't understand the advice delay, ask again or go to another lender. A 5-point rating from very unclear to very clear gives you a figure per period for how well advice lands.
What you learn
Results shows the average, a bar per rating and the share who rated 4 or higher, against the period before.
Make it yours
Keep it first, so the client can tap a rating inside the email and the rest of the survey opens with it kept.
Question 2 of 4 · Yes / No

Did your advisor compare several options with you?

Why ask it
Comparing products is what clients expect from advice. A Yes or No shows how often meetings end with only one product on the table.
What you learn
Results shows the share that said yes, against the period before. Select No to see how clear and how pressured those clients felt.
Make it yours
Read the No answers next to your advisors' notes before you treat them as a training need, since some clients qualify for only one product.
Question 3 of 4 · Big scale

How much pressure did you feel to decide?

Why ask it
Pressure to decide is the warning sign in advice, and clients rarely raise it on their own. Asking directly turns a feeling into a number your sales and compliance leads can follow.
What you learn
Results shows the average and a column for each step from 1 to 10. Read it the other way round from the other scales: a high average means more pressure.
Make it yours
Watch the top columns. Filter to answers of 8 or more to narrow the page to those clients and see whether their advisor compared options.
Question 4 of 4 · Big scale

How confident do you feel about your next step?

Why ask it
A client who knows the next step moves forward with you. Low confidence after a meeting means a follow-up call is needed before the client goes quiet.
What you learn
Results shows the average confidence and a column per step from 1 to 10, against the period before.
Make it yours
Give every low score an owner in the inbox, so the advisor calls that client within the week.

What the answers show

Results turns each question into numbers you can follow week by week.

How clear was the advice you received?

The average rating and the share who gave 4 or 5 stars, against the period before.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Mortgage advice in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Send it the next day

    Import the day's meetings as a contact list and send, or schedule the send up to 30 days ahead. The next morning is close enough to remember the meeting and early enough to act on a low score.

  2. 02

    Give each advisor a copy

    Results reads a survey as a whole. To compare advisors or offices, give each one its own copy of the survey and its own contact list.

  3. 03

    Add an open question

    The template has no written question. Add an optional What could your advisor have explained better? at the end, so Usertick has the client's own words to read.

  4. 04

    Follow up on pressure

    On every plan, a workflow can post every answer of 8 or more on the pressure scale to Slack or Microsoft Teams, so a manager reviews the meeting the same week.

CSAT surveysFinancial services surveysEmail surveysInvesting and advice questions

More satisfaction templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

Browse all templates
CSATInsurance claimLearn how customers experienced a claim, from how fast it moved to how fair the outcome felt. Send it once the claim is settled.
CSATBranch visitLearn how long customers waited, whether their request was solved and why they came in rather than going online. Send it by text after the visit.
CSATInvestment reviewAfter a portfolio review, check whether clients understand the risks and trust their advisor. Send it a few days after the meeting.
CSATCustomer satisfaction (CSAT)Find out how satisfied customers are with a purchase, a visit or a support conversation. Send it within 24 hours, while the experience is still fresh.

Questions from the library

Browse the question library
  1. How confident are you in your investment plan?Big scale · Investing and advice
  2. In investing, what matters more to you?This or that · Investing and advice
  3. Rate your advisor on eachMatrix · Investing and advice
  4. Have you ever paid for financial advice?Yes / No · Getting financial advice
  5. Where do you turn first for money questions?Multiple choice · Getting financial advice
  6. How much do you trust the advice you get?Big scale · Getting financial advice

Frequently asked questions

The day after the meeting, before the client decides. Asking later mixes the advice with the offer, the appraisal and the lender's decision.

Every client who had an advice meeting, including those who didn't go ahead. Their clarity and pressure scores show whether the advice or the products held them back.

A low number means little pressure, which is the result you want. Read its average as a warning light and look at the top columns, where clients felt pushed.

Three to five. This template asks four taps and takes about 30 seconds, so clients answer it on a phone.

On every plan, a HubSpot workflow (HubSpot Professional or Enterprise) can send the survey to each contact it enrolls, such as clients whose meeting just took place. With another CRM, put the link in your follow-up email or import the meetings as a contact list.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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