Surveys for Mortgage Brokers

Use cases for mortgage brokers

Post-closing satisfaction

Survey borrowers after closing to measure overall satisfaction with the loan process, timeline and broker communication.

Milestone check-ins

Send brief surveys at pre-approval, underwriting and closing to catch friction early and reduce fall-through rates.

Loan officer performance

Compare satisfaction and NPS scores across loan officers — identify coaching opportunities and reward top performers.

Client loyalty & referrals (NPS)

Measure referral likelihood and invite every client to refer friends or leave an online review. Every response arrives as an instant e-mail notification, so your team sees low scores and can follow up.

Process bottleneck analysis

Identify which stages of the loan process cause the most borrower anxiety or dissatisfaction.

Refinance intent tracking

Survey past clients periodically to gauge refinance interest and stay top-of-mind for their next loan.

SurveyNinja features for mortgage brokers

Post-closing survey

Add the survey link to the funding message you send from your LOS, with the loan ID in a hidden field.

Loan officer analytics

Compare NPS, communication scores and closing satisfaction by loan officer across any time period.

Milestone surveys

Add a survey link to the updates you send borrowers at pre-approval, clear-to-close and funding.

See low ratings right away

Every response arrives as an instant e-mail (or Telegram) notification, so you see a borrower's rating below 3 stars right away. Intervene before the deal falls through.

Review requests for every borrower

Every borrower gets the same invitation to leave a Google or Zillow review, whatever their score. Every response also arrives as an instant e-mail notification, so your team sees low scores right away and can fix the issue.

Works with your LOS & CRM

Add the survey link to the emails Encompass, Calyx or Mortgage Coach already send. New responses can go to your CRM or a spreadsheet through Zapier or webhooks.

How to collect mortgage client feedback

The survey is a link: send it by e-mail, QR code or website widget, or in the SMS and messenger messages your own tools already send. It takes 1–2 minutes to answer

Post-closing email

Survey link in the email you send 48 hours after funding, covering the complete loan experience

Milestone SMS check-in

Text the survey link from your own SMS tool at key loan stages to catch issues before they derail the process

QR at closing table

Borrowers scan at the closing table for immediate satisfaction feedback

Personal follow-up

Survey link via text or email from the loan officer's direct line

Application portal widget

Feedback form embedded in your loan application or borrower portal

Frequently Asked Questions

When should mortgage brokers survey clients?

Application submission (capture early experience), conditional approval, closing day (peak emotion), and 6 months post-closing for review and referral. Each milestone feeds different optimization decisions.

What questions should mortgage broker surveys include?

Process clarity, communication speed, rate competitiveness, document handling burden, closing experience, broker/loan officer expertise and NPS. Mortgage is high-stress; clarity scores predict referrals.

How do surveys grow referrals from real estate agents?

Survey both the client and the referring agent after closing. A strong agent NPS means more referrals next month. Brokers who share their "smooth closing" scores with agents give them a concrete reason to keep sending business.

Can I evaluate loan officers and processors individually?

Yes. Each survey tags loan officer, processor, underwriter and product type. Brokerages see ranked dashboards; top performers get the best leads, weak ones get coaching on bottleneck steps.

How do surveys reduce loan fall-out and lost deals?

A mid-process pulse (after conditional approval) catches doc-burden frustration and rate-shopping risk. Brokers who act save deals that would otherwise go to another lender.

Does SurveyNinja integrate with mortgage LOS and CRM systems?

Yes, through webhooks, Zapier and the API: webhooks and Zapier send new responses from SurveyNinja to other tools, and through the API your system can create and publish surveys and pull responses. To reach borrowers, add the survey link to the milestone e-mails (application, approval, clear-to-close or funding) that Encompass, Calyx Point, BytePro, LendingPad, Surefire, BNTouch, Velocify or your LOS already sends.

How am I alerted to compliance and quality issues in real time?

Every new response arrives as an instant e-mail notification to compliance and the broker of record (or a Telegram message on Standard plans and up), so a low score or a comment mentioning RESPA, TRID, a CFPB complaint or "deceptive" is seen right away. You can also send responses to Slack through Zapier. A same-day response helps prevent regulatory escalation.

Can I start from a template?

Yes. Start from a template such as Client Intake Form, Customer Satisfaction Survey or NPS Survey and change the questions for the application, closing day, a six-month rate check, referring agents, refi candidates and lost loans.

How do surveys support refinance and recapture campaigns?

6-month and annual surveys identify rate-watch clients and life-event triggers (new job, baby). Brokers who reach out at the right moment keep refinance business that would otherwise go to direct lenders or rate-shopping apps.

How do surveys help with online reputation and Zillow ratings?

On closing day, every borrower gets the same invitation to leave a Zillow, Google or Yelp review, whatever their score. Every response also arrives as an instant e-mail notification, so your team sees low scores right away and can fix the issue. Reviews are a key trust signal when borrowers choose a broker.

Start free — scale as your feedback program grows

Choose the plan that matches your response volume and reporting needs. Full pricing

Free

$0/mo No time limit and no credit card required

Free — forever

Up to 50 surveys
100 responses/mo
30 questions per survey
Logic, export, API and MCP

Start free

Basic

$15/mo per month, billed annually

For small teams and regular feedback collection

100 surveys per account
1,000 responses per month
50 questions per survey
1 GB storage, files up to 100 MB
Image, video & audio in questions
Custom themes and your logo
Matrix, file upload and research question types
Response filters

Choose plan

Standard

$37/mo per month, billed annually

For marketing, HR and product research

500 surveys per account
5,000 responses per month
100 questions per survey
3 GB storage, files up to 300 MB
Response limit and deadline
Survey and question timers
No SurveyNinja branding
Incomplete responses

Choose plan

14 days free

Premium

$69/mo per month, billed annually

For large teams and advanced automation

∞ surveys per account
20,000 responses per month
∞ questions per survey
6 GB storage, files up to 500 MB
Custom roles for the team
Custom domain
AI report on responses
Promo codes

Start trial

Enterprise

On request

Custom plan for large companies

Unlimited resources
Up to 1,000,000 responses/month
Flexible task-based limits
Priority support
Number of seats
Monthly response limits
Disk space
Personal manager

Use cases for mortgage brokers

Post-closing satisfaction

Milestone check-ins

Loan officer performance

Client loyalty & referrals (NPS)

Process bottleneck analysis

Refinance intent tracking

Templates to start from

SurveyNinja features for mortgage brokers

Post-closing survey

Loan officer analytics

Milestone surveys

See low ratings right away

Review requests for every borrower

Works with your LOS & CRM

How to collect mortgage client feedback

How it works

Start from a template

Share with your audience

Analyze and act

Example questions for mortgage surveys

Frequently Asked Questions

When should mortgage brokers survey clients?

What questions should mortgage broker surveys include?

How do surveys grow referrals from real estate agents?

Can I evaluate loan officers and processors individually?

How do surveys reduce loan fall-out and lost deals?

Does SurveyNinja integrate with mortgage LOS and CRM systems?

How am I alerted to compliance and quality issues in real time?

Can I start from a template?

How do surveys support refinance and recapture campaigns?

How do surveys help with online reputation and Zillow ratings?

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Start free — scale as your feedback program grows

Start collecting borrower feedback today