Q01
メッセージ
すべてのテンプレートFinance & Insurance
Mortgage Loan Application Experience Survey
Captures how borrowers experienced applying for a mortgage — from documentation and communication to rate transparency and closing timeline — for lenders and brokers who want to cut friction out of the process. An AI follow-up interview digs into the single biggest pain point each borrower hit, reconstructing exactly what happened instead of a vague complaint.
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13問・約7分
Q02
選択式必須
What's the current status of your mortgage application?
- Approved and closed
- Approved, not yet closed
- Still in process
- Denied
- Withdrew my application
Q03
オピニオンスケール必須
Overall, how easy or difficult was the application process from start to finish?
スケール: 1 – 7
最小:Extremely difficult最大:Extremely easy
Q04
マトリクス必須
How much do you agree with each statement about your experience?
6行 × 5列
- The documentation requirements were clearly explained
- I always knew what stage my application was at
- Updates and requests came in a timely manner
- My loan officer or point of contact was responsive
- The interest rate and fees were explained clearly
- ほか1件
列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q05
評価スケール必須
How would you rate your loan officer or main point of contact?
範囲: 1 – 5
最小:Very poor最大:Excellent
Q06
選択式
What was the single biggest source of frustration during your application?
- Repeatedly submitting the same documents
- Unclear or changing timeline
- Slow responses to my questions
- Confusing paperwork or terminology
- Surprises in rate, fees, or terms
- Lack of a single point of contact
- Nothing — it went smoothly
Q07
ポイント配分必須
You have 100 points. Distribute them across the factors that mattered most when you chose this lender.
- Interest rate offered
- Fees and closing costs
- Speed of approval/closing
- Reputation or online reviews
- Recommendation from a friend, family member, or agent
- Existing relationship with the bank
100ポイントを配分
Q08
オピニオンスケール必須
How likely are you to recommend this lender to a friend or colleague buying or refinancing a home?
スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q09
AIインタビュー必須
Reconstruct the single biggest friction point this borrower experienced — anchor on the frustration they selected or, if they picked 'Nothing,' probe what almost went wrong or could break for a less patient borrower. Get specifics: what exactly happened, at what stage, how it was resolved (or not), and how it affected their view of the lender. If their recommend score was low, connect it directly to that moment; if high despite friction, ask what made them stick with the lender anyway.
Q10
自由回答（長文）
Is there anything that would have made your application process noticeably easier?
Q11
選択式
Was this your first time applying for a mortgage?
- Yes, first-time homebuyer
- No, I've done this before
- Prefer not to say
Q12
選択式
What type of loan did you apply for?
- Conventional
- FHA
- VA
- USDA
- Jumbo
- Not sure
- Prefer not to say
Q13
メッセージ
That's everything — thank you! Your feedback goes directly into a review of where our mortgage process creates friction, so future applicants have a smoother path to closing.
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
- Includes a dedicated multiple-choice question isolating the single biggest source of frustration, then an AI follow-up interview that reconstructs exactly what happened around that specific pain point rather than collecting a vague complaint
- Combines structured measurement (rating-scale for overall ease, matrix agreement statements, rating of the loan officer, point-allocation trade-off allocation) with open-ended open-text and adaptive probing in one flow
- Captures process-stage context (application status, first-time buyer, loan type) so friction points can be segmented by borrower type and stage, not just aggregated
- Ends in an auto-generated report built from real transcripts of the AI follow-up interviews, giving lenders and brokers a concrete narrative of where the process breaks down
Jotform
Mortgage Loan Application Form TemplateThis is a data-collection form for capturing applicant and loan details (income, property, employment) rather than a survey measuring borrower experience or satisfaction. It's built for drag-and-drop customization and easy fielding, but it doesn't probe how the process felt to the borrower.
優れている点
- Drag-and-drop form builder with broad field customization
- Likely supports file uploads and e-signature-style fields common to Jotform templates
- Fast to deploy for collecting structured applicant data
物足りない点
- Designed to intake loan data, not to measure or diagnose the applicant's experience or pain points
- Static form fields only — no adaptive follow-up questioning to dig into a specific frustration
- No automated per-response quality scoring or synthesized experience report
SurveySparrow
Online Mortgage Loan Application Form TemplateA conversational-style online form for collecting mortgage application information, styled in SurveySparrow's chat-like UI. It's oriented toward intake rather than post-application experience research, so it won't surface why a borrower struggled.
優れている点
- Conversational, chat-style form UI that may feel less intimidating than a static form
- Banking/finance template category suggests some domain-specific field defaults
- Reasonable for quick applicant intake
物足りない点
- No adaptive AI interviewing to reconstruct a borrower's specific friction point
- Appears focused on application intake, not experience/satisfaction measurement
- No published methodology or automated quality scoring of responses
Typeform
Mortgage Loan Application Form TemplateA polished, one-question-at-a-time form for collecting mortgage application details, well-suited to intake rather than experience feedback. Typeform's format is pleasant to fill out but the template itself is not built to diagnose process friction.
優れている点
- Clean, one-at-a-time question flow with strong visual design
- Easy to customize field logic for basic branching
- Good completion rates typical of Typeform's format
物足りない点
- No adaptive AI follow-up interviewing — branching logic is static, not conversational probing
- Not designed to capture or quantify borrower pain points or satisfaction
- No automated report synthesizing qualitative friction narratives
SurveyMonkey
Loan Application Form TemplateA generic loan application template, not specific to mortgages, aimed at collecting applicant financial and personal data. It's a reasonable starting point for basic intake but requires heavy editing to address mortgage-specific steps like rate transparency or closing timeline, and it doesn't measure experience.
優れている点
- Backed by SurveyMonkey's established survey-logic and distribution tools
- Generic structure is easy to adapt across different loan types
- Simple to deploy quickly for basic applicant data collection
物足りない点
- Not mortgage-specific — lacks questions on documentation, rate transparency, or closing timeline out of the box
- No adaptive AI follow-up to dig into the borrower's single biggest pain point
- No per-response quality scoring or auto-generated experience report
よくあるご質問
「Mortgage 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13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 tell us about your mortgage application experience! Your responses are completely con…」・「What's the current status of your mortgage application?」・「Overall, how easy or difficult was the application process from start to finish?」。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、13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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