Client Feedback Survey
Name:
E-mail:
Address:
1. How was my communication with you?
Excellent
Good
Poor
2. Did the mortgage solution I found for you match for your goals?
Excellent
Good
Poor
3. Were my responses to your questions, calls and emails timely and helpful?
Excellent
Good
Poor
4. Was my explanation of the financing process clear?
Excellent
Good
Poor
5. In terms of my style and service, what areas would you recommend for improvement (if any)?
What aspects of my style and service did you really appreciate?
6. Please share any further comments here
7. Would you feel comfortable referring me to your friends and acquaintances that needed mortgage solutions?
Yes
No
If so, please consider the following questions, as they reflect some of the many types of clients I serve:
Who do you know that�s moving from/to Calgary, Edmonton, Victoria, Vancouver, Regina, Saskatoon, Winnipeg, Montreal, Ottawa, Toronto or Burlington?
Who do you know that owns property already and is doing major or minor renovations?
Who do you know that�s getting married or having a baby?
Who do you know that�s separating or divorcing?
I properly acknowledge each and every referral that I receive. Thank you in advance for anyone that you send to me.