Q01
メッセージ
すべてのテンプレートFinance & Insurance
Loan Application Experience Survey
Measures how applicants experienced your loan process — from submitting documents to hearing a decision — covering clarity, speed, effort, and satisfaction. An AI follow-up interview reconstructs the exact moment the process broke down for frustrated, denied, or low-effort applicants, giving lenders concrete fixes instead of vague complaints.
設問の例
テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。
全14問・約7分
Q02
選択式必須
Which type of loan did you apply for?
- Personal loan
- Auto loan
- Mortgage or home loan
- Business loan
- Student loan
- Other
Q03
選択式必須
What was the outcome of your application?
- Approved
- Denied
- Still pending / waiting for a decision
- I withdrew my application
Q04
選択式必須
How did you submit your application?
- Online or mobile app
- In person at a branch
- Over the phone
- Through a broker or loan officer
- Other
Q05
オピニオンスケール必須
Before you applied, how clear were the eligibility requirements and documents you'd need?
スケール: 1 – 7
最小:Not clear at all最大:Extremely clear
Q06
マトリクス必須
Please rate the following parts of your application experience.
4行 × 5列
- Speed of the decision
- Clarity of communication throughout
- Ease of submitting required documents
- Helpfulness of staff or support
列: Poor · Fair · Good · Very good · Excellent
Q07
オピニオンスケール必須
Overall, how easy or difficult was it to complete this loan application from start to finish?
スケール: 1 – 5
最小:Very difficult最大:Very easy
Q08
評価スケール必須
Overall, how satisfied are you with your loan application experience?
範囲: 1 – 5
最小:Very dissatisfied最大:Very satisfied
Q09
オピニオンスケール必須
How likely are you to apply for another loan product with us in the future?
スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q10
AIインタビュー
Reconstruct the single most frustrating or confusing moment in this respondent's loan application journey — what exactly happened, at which stage, and how it was (or wasn't) resolved. If they were denied, probe whether they understood the reason and how it was communicated. If they rated ease or satisfaction low, anchor on the specific aspect — documents, communication, timeline, or staff — that most needs fixing, and ask what would have changed the outcome for them.
Q11
自由回答（長文）
Is there anything that would have made your loan application faster or easier?
Q12
選択式
Which age range do you fall into?
- Under 25
- 25-34
- 35-44
- 45-54
- 55-64
- 65 or older
Q13
選択式
What is your approximate annual household income?
- Under $30,000
- $30,000-$59,999
- $60,000-$99,999
- $100,000-$149,999
- $150,000 or more
Q14
メッセージ
That's everything — thank you for your honesty! Your responses go directly into a report we use to simplify and speed up the loan application process.
含まれる機能
AIによる深掘り
自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。
注意確認設問
急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。
AIが作成する設問文
文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。
自動レポート
回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。
他ツールとの比較
ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。
このテンプレートを選ぶ理由
- Purpose-built to measure the applicant EXPERIENCE (clarity, speed, effort, satisfaction) after submission and decision — not just to collect application data
- Includes an AI follow-up interview that reconstructs the specific moment a frustrated, denied, or low-effort applicant's process broke down, giving concrete fixes instead of vague ratings
- Combines structured data (loan type, outcome, submission channel, eligibility clarity, matrix ratings, satisfaction, and future-intent likelihood) with an open long-text question and age/income breakdowns for segmentation
- Transparent prompts and auto-generated reports turn qualitative frustration into lender-actionable findings, backed by a free tier and $50/mo Business plan
Jotform
100+ Loan Application FormsThis is a large category/collection page of loan APPLICATION intake forms (collecting borrower data like income, SSN, loan amount) rather than a post-process experience or satisfaction survey. It's a browsing hub, not a single fielding-ready template. Useful for lenders needing to collect applications, but not for measuring how applicants felt about the process.
優れている点
- Very large library of ready-made loan application form variants to choose from
- Jotform's broader form-builder ecosystem (conditional logic, e-signatures, file uploads) is presumably available
- Familiar, widely-used platform for general-purpose form collection
物足りない点
- Focused on application intake, not applicant experience/satisfaction measurement
- Static forms with no adaptive AI follow-up questioning or voice AI interviews
- No automated per-response quality scoring or transparent prompt methodology
SurveyMonkey
Loan Application Form TemplateA single static template positioned as a loan application form for collecting applicant details, not an experience/satisfaction survey covering the full journey from documents to decision. It's fielding-ready in SurveyMonkey's builder but limited to fixed question paths. Good for basic data collection, less suited to diagnosing where the process broke down.
優れている点
- Simple, quick to deploy within SurveyMonkey's established survey platform
- Familiar brand with broad respondent trust and easy distribution options
- Straightforward template structure for standard application-style fields
物足りない点
- No adaptive AI interview to probe why a denied or frustrated applicant struggled
- Appears oriented to intake rather than post-decision satisfaction/effort measurement
- No automated quality scoring or auto-generated qualitative-insight reports
SurveySparrow
Sample Loan Application Form TemplateA conversational-style form aimed at banks and finance companies for capturing loan applications, not a survey measuring applicant satisfaction or friction points after the decision. Its chat-like UI is pleasant but the underlying purpose is data intake rather than experience diagnostics. Positioned for banking/finance audiences, which is at least the right industry vertical.
優れている点
- Conversational, one-question-at-a-time UI that can feel less intimidating than a long form
- Industry-specific positioning for banks and finance companies
- Likely supports branching logic for different loan types
物足りない点
- No adaptive AI or voice AI interview to reconstruct specific frustration moments
- Static question set built for application intake, not clarity/speed/effort/satisfaction measurement
- No transparent prompt methodology or automated per-response quality scoring
Typeform
Auto Loan Application FormA narrowly scoped auto-loan application intake form with Typeform's signature conversational design, not a general loan-experience or satisfaction survey. It only covers auto loans, whereas our template is loan-type agnostic and experience-focused across the whole application-to-decision journey. Good visual polish but limited to capturing applicant data, not diagnosing process breakdowns.
優れている点
- Polished, mobile-friendly conversational form UX typical of Typeform
- Clear single-purpose focus for auto loan applications specifically
- Easy to publish and share via Typeform's platform
物足りない点
- Limited to auto loans rather than covering multiple loan types in one template
- No adaptive AI follow-up interview or voice AI to explore denied/frustrated applicant experiences
- No automated quality scoring or auto-generated reports on where applicants struggled
よくあるご質問
「Loan Application Experience Survey」テンプレートにはどのような設問が含まれていますか？
すぐに使える設問が14問含まれており、最初の設問は次のとおりです：「Thanks for taking a few minutes to share your loan application experience! Your feedback helps us make the process clear…」・「Which type of loan did you apply for?」・「What was the outcome of your application?」。すべての設問は上でプレビューでき、自由に編集できます。
このアンケートの回答にはどのくらい時間がかかりますか？
回答者は通常、14問を約7分で回答し終えます。
テンプレートは編集できますか？
はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。
このテンプレートは無料で使えますか？
はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。
公開の準備はできましたか？
このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。
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