Usertick
Start free
Mortgage broker survey template

Learn whether clients trust the mortgage they chose, right after it is approved

Four quick questions for borrowers once the mortgage is approved: whether the broker compared lenders with them, how quick the process was, how clear the fees were and how confident they feel. Use it as it is or change any question, and add an open question when you want the reasons in the client's words, which Usertick reads for you.

Get started freeAll templates

What this mortgage broker survey tells you

A mortgage broker feedback survey checks the parts of the service clients judge a broker on: choice, speed, honesty about fees and the confidence they leave with. This template asks four questions in about 30 seconds: whether the broker compared several lenders, how quick the process was, how clear the broker's fees were and how confident the client is in the mortgage.

It is written for an email after the mortgage is approved, with the first question inside the email so a single Yes or No starts the survey. The same template also runs as a link in your own approval message, as a popup on your brokerage's website or as a conversation.

Results shows the share of clients who saw several lenders, the speed and fee ratings and the confidence score, each against the period before. Choose No on the first question to see whether those clients feel less confident. When you add an open question, Usertick reads each answer and files it under a category from your list with 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 after the mortgage is approved
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 · Yes / No

Did your broker compare several lenders with you?

Why ask it
Comparing lenders is the reason clients use a broker instead of going straight to their bank. A plain yes or no checks that every client saw the choice they came for.
What you learn
The share that said yes, against the period before. Select No to see how those clients rated the fees and their confidence.
Make it yours
When some of your products come from a single lender, reword the question to ask whether the options were explained.
Question 2 of 4 · Stars

How quick was the process?

Why ask it
A slow approval can cost a buyer the house. A speed rating shows how the process felt from the client's side, which can differ from your own timeline.
What you learn
The average, a bar per rating and the share who rated 4 or higher, compared with the period before.
Make it yours
Keep the ends as Very slow and Very fast, so the rating reads the same way as the next one.
Question 3 of 4 · Stars

How clear were the broker's fees?

Why ask it
Broker fees and lender commissions are where trust is won or lost. A clarity rating shows whether clients understood what they paid, and why, before they signed.
What you learn
The average, a bar per rating and the share who rated 4 or higher. Select 1 or 2 stars to see whether unclear fees go with lower confidence.
Make it yours
Add an optional text question after it, with skip logic so only low ratings reach it, to ask which fee was unclear.
Question 4 of 4 · Big scale

How confident are you in the mortgage you chose?

Why ask it
Confidence in the chosen mortgage is the outcome a broker is paid for. A ten-step scale shows the difference between a client who is sure and one who still wonders about a better rate.
What you learn
The average and a column per step, compared with the period before, so a drop after a rate change or a new lender panel stands out.
Make it yours
Call the clients who answer 5 or lower, while there is still time to walk them through the choice.

What the answers show

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

How quick was the process?

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 broker 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 on the day of approval

    Clients remember the process best while the approval is still news. Usertick doesn't send it automatically from your loan software, so send it from Usertick the same day.

  2. 02

    Keep money details out

    Ask about the experience and leave loan amounts, rates and account numbers out of the survey. Usertick's terms don't allow government ID numbers, so never ask for a Social Security number.

  3. 03

    Give each broker a copy

    Results doesn't split answers by broker, so run one copy per broker or add a question that names them.

  4. 04

    Check in a year later

    Send a short survey a year after closing, so you learn whether the client still feels sure and stay in mind for a refinance.

CSAT surveysReal estate surveysEmail surveysMortgages with an agent questions

More satisfaction templates and questions

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

Templates

Browse all templates
CSATProperty showingGet quick feedback after a showing: how it went, how interested the buyer or renter is and what's holding them back. Send it within a few hours of the showing.
CSATOpen houseCollect first impressions from open house visitors: what stood out, how the price feels and how interested they are. Share it with a QR code at the door.
CSATClosing dayFind out whether closing went as planned and how likely buyers are to recommend you. Send it a week after closing.
CSATVacation rental stayLearn how guests rated check-in, cleanliness and whether the place matched the listing. Send it the day after check-out.

Questions from the library

Browse the question library
  1. How easy was it to get your mortgage approved?Customer effort · Mortgages with an agent
  2. Rank what mattered most when you picked your mortgageRanking · Mortgages with an agent
  3. Rate each part of the mortgage processMatrix · Mortgages with an agent
  4. How clear is your service charge statement?Stars · Service charges
  5. How does the service charge compare with what you get?Multiple choice · Service charges
  6. Rate what the service charge pays forMatrix · Service charges

Frequently asked questions

Right after the mortgage is approved, before closing takes over the client's attention. A second, shorter survey after closing can cover the rest of the purchase.

Every borrower on the application who dealt with the broker. Import them as contacts from a CSV file, and leave Skip people who already received this survey on, so no one gets it twice.

That the client isn't sure they got the right mortgage, even though it was approved. Read it next to the No answers on the first question and the fee rating, which often show why.

On every plan, a workflow can add each answer to a Google Sheet or run a Zapier step for CRMs such as Salesforce. From Starter, it can also sync each response to the HubSpot contact.

Four short ones keep it under a minute for busy borrowers. Add an open question at the end when you want the reasons behind the scores.

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.

Listen better, act faster, and build what truly matters.

Start free, see what your customers mean, and get each answer to the person who can act on it.

Get started freeTalk to sales
  • 150 responses a month on Free
  • Every channel and AI analysis
  • No card needed