First Name *

Last Name *

Email *

1. From 1 to 5, please rate the experience you had with your mortgage broker in terms of how you felt you were treated. 1 being unsatisfactory and 5 being excellent.


1	2	3	4	5

2. How confident were you in the knowledge of the mortgage advisor(s) you dealt with? 1 being not confident and 5 being extremely confident.


1	2	3	4	5

3. How well did we keep you updated about the progress of your mortgage application?

Not very well: I felt the need to chase
Well: I felt no need to chase
Very well: You exceeded my expectations

4. How easy was it for you to contact us to discuss your mortgage application?

Not easy
Easy
Not applicable

5. How efficiently did you feel that your mortgage application was dealt with?

Inefficiently
Reasonably efficiently
Efficiently

6. If a question or problem occurred, did we answer or rectify it satisfactorily?

Yes
No
Not applicable

7. Did you feel we provided you with an adequate range of financing options?

Yes
No
Not sure

8. Do you feel we adequately explained these options and any advantages or disadvantages?

Yes
No

9. Did we provide you with adequate explanations of the key features and costs of the mortgage you received?

Yes
No
Not sure

10. Are you comfortable with the mortgage product and lender that we placed you with?

Yes
No
Not sure

11. So far has your communication and interaction with this lender been:

Poor
Fair
Good
Excellent

12. Did you feel involved and engaged enough during the process?

Yes
No

13. In the next 3 to 5 years, do you plan to do any major renovations that will require a line of credit?

Yes
No, but interested in some information
No, not interested at this time

14. How Did You Hear About us?

General Advertising
Online Advertising
Referred by a realtor, builder, financial planner or others
Referred by a friend or family member
Repeat Client

15. Thinking about the overall level of service and expertise we provided, would you recommend us if asked?

Yes
No

Paul Lioukras, CPA, AMP

BROWSE

COMPLETE

REFER

Your Information

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How well did we explain things?

Planning for your future

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Questions or Comments

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