Importance of Post-Closing Surveys! We Recommend Them

JVM Lending uses survey software to send out surveys to every one of our clients after a transaction closes. We actually invite criticisms and frank comments so we can use the surveys to improve our business. We think such surveys are essential for all service businesses. Please feel free to steal our ideas.

Sample Survey Request

Below is the email with the link we send to all clients:

Hi Carol,

This is a short and easy follow-up survey we send to all of our clients after a transaction closes. We really value your feedback, so please take a moment to fill out the survey if you are so inclined.

Please feel free to share frank criticisms as well as compliments. We like constructive criticism so we can adjust procedures to improve our service.

The link below takes you to the survey form. Thank you for participating.

[sample link]

Thank you again for everything.

Sample Survey Questions

Our survey questions and responses are below. We are proud to say that the below “raving fan” responses are more than typical.

Q1: Please tell us your name: Carol Smith

Q2: Please rate JVM’s overall level of service, skill and communication on a scale of 1 to 5; “1” is the worst and “5” is the best: 5

Q3: Did JVM’s staff seem knowledgeable and professional? Yes

Q4: Would you recommend JVM to your friends? Yes

Q5: Please let us know what you did NOT like about JVM, and feel free to be frank: The only difficulty we had was trying to set up the document signing on Christmas eve. Not really anyone’s fault.

Q6: Please let us know what impressed you in particular about JVM, if anything? They kept me informed.

Q7: Was there sufficient communication from JVM’s staff? Yes

Q8: Do you have suggestions as to how we can improve our service? No

Q9: Finally, if you were really impressed with JVM’s service, we would like to request a brief testimonial that we could post on our website. A few words about why you liked JVM would be tremendously appreciated: I have only refinanced a property one other time. It was a horrible experience. I was not looking forward to doing it again. JVM made my experience fairly painless (all the paperwork that is necessary is crazy but unavoidable) and very quick. They explained every step and always got back to me quickly. Thank You to all the helpful people at JVM.