1. Overall, how satisfied were you with my services?
2. On a scale of 1 to 5 (1 being very poor, 5 being exceptional), how would you rank your overall experience with me?
3. What elements of the service I provided most impressed you?
Friendly, prompt, personal touch to support and urgency
4. Are there any improvements to my service I could make?
5. Please rate me on each of the following:
Understanding of your needs: Excellent
Knowledge and explanation of products: Excellent
Courtesy and friendliness: Excellent
Communication (i.e. keeping you up to date): Excellent
Quality of service: Excellent
6. Did I keep you informed during the application and approval process?
7. Would you be interested in knowing more about any of the other services I provide?
8. Would you recommend my services to others?
9. How did you hear about me?
Other – We are repeat clients
I’d love for you to include a customer testimonial on my service to you or any other feedback. Great testimonials help promote my service and may be published on my website using your first name only.
Julie is an exceptional financial professional, who is customer focused and provides her personal attention to every element of the lending process. She has an excellent understanding of customer needs and concerns. She helps her clients make a competent choice on what is likely to be the biggest financial decision in their lives – financing their dream home! We would highly recommend Julie to family, friends and co-workers.