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Business loan survey template

Make business lending easier to finish, from documents to funding

Four questions for business owners once the funds arrive: how easy the application was, which documents were hardest, how long funding took and how clear the terms were. Add an open question and Usertick reads every written answer for you.

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What this business loan survey tells you

A small business loan survey asks owners about the whole process once the money is in their account. This template asks four questions in about 40 seconds: an effort score for the application, which documents were hardest to provide, how long the funds took to arrive and how clear the loan terms were.

It is written for an email sent once the funds arrive, when the owner can judge the process from the first form to funding. The same template runs as a link your lending team adds to the funding confirmation, or in the chat layout, one question at a time, for owners who answer on a phone between customers.

Results shows the effort score with the share who found it easy, bars for the hardest documents, the share of each funding time and the clarity rating as CSAT, 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 and an urgency.

In an emailAs a linkOn your websiteAs a conversation
Questions
4
Time to answer
Under a minute
Written for
An email once the business loan funds arrive
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 · Customer effort

How easy was the application for your business?

Why ask it
Business owners apply while running the business, so effort decides whether they finish or go to a lender with a shorter form. A 7-point scale from very difficult to very easy measures it.
What you learn
Results shows the average on the 1 to 7 scale and the share who found it easy, with a hard-to-easy bar, against the period before.
Make it yours
Keep it first, so owners can answer inside the email with one tap.
Question 2 of 4 · Multiple choice · Optional

Which documents were hardest to provide?

Why ask it
Documents are where business applications stall. Knowing which one is hardest tells you where to accept an alternative, connect to the owner's accounting software or explain better.
What you learn
Bars show the share and count of each document, since owners can pick more than one, against the period before. Select Tax returns to see how those owners scored the effort.
Make it yours
Add the documents your own process asks for, such as a lease or a cash flow forecast, and keep None of them last.
Question 3 of 4 · Multiple choice

How long did it take to receive the funds?

Why ask it
Time to funding is the number business owners compare between lenders. The bands show how long it felt from their side, including the days spent on documents.
What you learn
A donut shows the share and count of each band, and over time as stacked shares, so a slower month shows up as a growing More than a month slice.
Make it yours
Change the bands to match what you promise, so anything slower than your promise has a band of its own.
Question 4 of 4 · Stars

How clear were the loan terms?

Why ask it
Unclear terms lead to disputes later, about fees, repayment dates or what happens after a late payment. A 5-point rating shows how well the offer explained them.
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
Filter to the low ratings and check which documents those owners found hardest, to see whether the same applications struggled twice.

What the answers show

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

How easy was the application for your business?

The average on its own scale and the share who found it easy, against the period before and by device.

Which documents were hardest to provide?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

How long did it take to receive the funds?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Business loan 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 once the funds arrive

    Import the week's funded loans as a contact list and send, or schedule the send up to 30 days ahead. Usertick doesn't send it on its own when your loan system releases funds.

  2. 02

    Add one open question

    The template has no written question. Add an optional What would have made applying faster? at the end, so Usertick reads what owners would change.

  3. 03

    Keep financial details out

    Ask about the process, never for revenue figures, tax ID numbers or account numbers. Usertick's terms don't allow government ID numbers, and the survey works without them.

  4. 04

    Share the documents chart with underwriting

    On every plan, a workflow adds each response to a Google Sheet, so the underwriting team can see each month which documents slow owners down.

Customer effort scoreFinancial services surveysEmail surveysLoans and mortgages questions

More customer effort templates and questions

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

Templates

Browse all templates
Customer effortLoan applicationMeasure how easy it was to apply for a loan, how long a decision took and what was unclear. Send it once the application is decided.
Customer effortTask effort reviewMeasure the effort and time a key task takes, and find the step that slows people down. Show it after someone finishes a long task, such as an import or their first report.
Customer effortCustomer effort (CES)Measure how much effort it took customers to get what they needed. Show it right after a support ticket is solved, a checkout or a setup step.
Customer effortReturns and refundsMeasure how easy your returns process is and learn the real reasons products come back. Send it once the refund has been issued.

Questions from the library

Browse the question library
  1. How easy was the loan application?Customer effort · Loans and mortgages
  2. How many days did the decision take?Ruler · Loans and mortgages
  3. Was the interest rate what you expected?Yes / No · Loans and mortgages
  4. How easy was it to open your account?Customer effort · Accounts and onboarding
  5. How many minutes did opening the account take?Ruler · Accounts and onboarding
  6. Where did opening your account get hard?Multiple choice · Accounts and onboarding

Frequently asked questions

Within a few days of the funds arriving. The owner can then rate the whole process, including the wait for the money.

Yes, with a separate copy of the survey for applications that stopped. Their answers on documents show where owners give up, and keeping them apart keeps the funded scores comparable.

Three to five. This template asks four, one of them optional, and takes about 40 seconds, which suits owners answering between jobs.

Filter Results to the low scores to see which documents those owners found hardest and how long funding took. Start with the document picked most.

On every plan, a HubSpot workflow (HubSpot Professional or Enterprise) can send the survey to each contact it enrolls, such as owners whose loan was funded. Otherwise put the link in your funding email or import the funded loans 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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