Education & Academic

Student Loan Repayment Experience & Wellbeing Survey

Captures how borrowers experience student loan repayment — balance size, plan type, servicer satisfaction, and financial stress — plus a best-worst ranking of support options and an AI follow-up interview that digs into the specific moment repayment felt confusing, unaffordable, or manageable. Built for financial wellness teams, lenders, and student support offices.

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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

Q01

メッセージ

Thanks for taking a few minutes to share your student loan experience. Your responses are completely confidential and anonymized. Your answers help improve support and information for borrowers — this should take about 5 minutes, and there are no wrong answers.

Q02

選択式必須

Which best describes your current student loan situation?

Currently in repayment
In a deferment or forbearance period
Loans fully paid off
Loans forgiven or discharged
I have loans but haven't entered repayment yet
I have never had student loans

Q03

選択式必須

Roughly what is your total remaining student loan balance?

$0 (paid off or none)
Under $10,000
$10,000–$29,999
$30,000–$59,999
$60,000–$99,999
$100,000 or more
Prefer not to say

Q04

選択式

Which repayment plan are you currently on, if any?

Standard fixed repayment
Income-driven repayment plan
Graduated repayment plan
Refinanced through a private lender
Not currently in active repayment
Not sure / don't know

Q05

評価スケール必須

How satisfied are you with your loan servicer (the company that manages your payments)?

範囲: 1 – 5

最小:Very dissatisfied最大:Very satisfied

Q06

マトリクス必須

How much do you agree with each statement about your loan repayment experience?

4行 × 5列

My loan servicer communicates clearly about my account
I understand the repayment options available to me
My monthly payment fits comfortably in my budget
Thinking about my loan balance causes me stress

列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree

Q07

オピニオンスケール必須

How confident are you that you'll be able to pay off your loans on your current plan?

スケール: 0 – 10

最小:Not at all confident最大:Extremely confident

Q08

ベスト・ワースト選択（MaxDiff）必須

Which of these would help you most with your student loans right now, and which would help least?

A loan forgiveness program
A lower interest rate
Switching to an income-driven repayment plan
Employer student loan repayment assistance
One-on-one financial counseling
A temporary payment pause
Refinancing to combine or lower payments

各セットで最も良いもの・最も悪いものを選択最も良い:Most helpful最も悪い:Least helpful

Q09

AIインタビュー

Reconstruct the respondent's real repayment experience: anchor on the confidence score they gave and ask them to describe a specific recent moment (a bill, a call with their servicer, a plan change) that shaped that number. If they flagged stress or dissatisfaction with their servicer, probe exactly what happened and what they wish had gone differently. If they picked a top priority in the trade-off question, ask why that would help more than the alternatives.

Q10

選択式

Before this survey, were you aware of any loan forgiveness or discharge programs you might qualify for?

Yes, and I've applied or enrolled
Yes, but I haven't applied
No, I wasn't aware
Not sure if I qualify for any

Q11

選択式

What is your current employment status?

Employed full-time
Employed part-time
Self-employed
Unemployed, looking for work
Student
Prefer not to say

Q12

選択式

What is your age range?

18-24
25-34
35-44
45-54
55 or older
Prefer not to say

Q13

メッセージ

Thank you for sharing your experience! Your responses will be combined with others to identify where borrowers need clearer information and better support — no individual answers will be shared outside our research team.

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

Goes beyond static rating questions with an AI follow-up interview that reconstructs the respondent's real repayment experience, anchoring on the specific moment things felt confusing, unaffordable, or manageable.
Includes a max-diff (best-worst) ranking of support options so financial wellness teams and lenders can prioritize which interventions actually matter most to borrowers, not just list satisfaction.
Combines structured measures (servicer satisfaction rating, repayment-experience agreement matrix, confidence-to-payoff opinion scale) with awareness-of-forgiveness-program screening for a fuller borrower profile.
Every AI-driven question is built on a transparent, published prompt, and responses get automated per-response quality scoring before rolling into an auto-generated report.

QuestionPro

Student loan survey questions + sample questionnaire template

This is a sample questionnaire/template page covering general student loan survey questions, positioned as a starting point rather than a fully custom research instrument. It's a reasonable fit for teams wanting a quick baseline set of loan-related questions. It does not appear built specifically around repayment-stage emotional/financial wellbeing or a structured support-option ranking.

優れている点

Provides a ready-made sample questionnaire specifically labeled for student loan topics
Backed by an established survey platform with broad question-type and distribution tooling
Likely easy to customize within QuestionPro's existing survey builder

物足りない点

Static question set with no adaptive AI follow-up interview to probe individual repayment experiences
No mention of automated per-response quality scoring or transparent prompt methodology
No voice AI interview option or guided screen-share task capability

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