Q01
Message
All templates
Equipment Loan Experience & Satisfaction Survey
Measures how business borrowers experienced applying for and repaying an equipment loan — from why they picked the lender to how clear the terms felt — for lenders and finance teams tracking borrower experience. An AI follow-up interview reconstructs the actual decision journey and the moment borrowers almost walked away.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
13 questions · ~7 min
Q02
Multiple ChoiceRequired
What type of equipment did this loan finance?
- Vehicles or fleet
- Manufacturing machinery
- Construction equipment
- Medical or office equipment
- IT or technology hardware
- Agricultural equipment
Q03
Point AllocationRequired
Thinking about why you chose this lender over others, allocate 100 points across the factors below based on how much each one mattered.
- Interest rate or cost of financing
- Speed of approval
- Flexibility of repayment terms
- Customer service or support
- Existing relationship with the lender
- Ease of the online application
Allocate 100 points
Q04
Opinion ScaleRequired
Overall, how satisfied were you with the loan application process, from inquiry to approval?
Scale: 1 – 7
Min:Very dissatisfiedMax:Very satisfied
Q05
Rating ScaleRequired
How clear were the loan's interest rate, fees, and repayment terms before you signed?
Range: 1 – 5
Min:Very unclearMax:Very clear
Q06
MatrixRequired
How much do you agree with each statement about your lender?
4 rows × 5 columns
- The interest rate was competitive
- Repayment terms fit my cash flow
- The lender communicated clearly throughout the process
- Paperwork and documentation were easy to complete
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q07
Best–Worst Trade-off (MaxDiff)Required
Which of these changes would do the most, and the least, to improve a future equipment loan experience with this lender?
- Lower down payment requirements
- Faster approval turnaround
- More flexible repayment schedules
- A dedicated relationship manager
- Better online account management tools
- Option to defer payments during slow periods
- A clearer breakdown of fees upfront
Pick best & worst per setBest:Would improve my experience mostWorst:Would improve my experience least
Q08
Opinion ScaleRequired
How likely are you to recommend (Template note: replace with lender name) to another business owner needing equipment financing?
Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q09
AI Interview
Reconstruct this borrower's actual decision journey: what triggered their search for equipment financing, why they chose this lender over alternatives, and the single biggest friction point during application or repayment. If their satisfaction rating was low, or they described any moment of hesitation, dig into whether it almost made them abandon the loan and what would have changed that.
Q10
Long Text
Is there anything about your equipment loan experience that the questions above didn't capture?
Q11
Multiple Choice
What was the approximate size of this equipment loan?
- Under $10,000
- $10,000-$49,999
- $50,000-$199,999
- $200,000 or more
- Prefer not to say
Q12
Multiple Choice
How many employees does your business have?
- Solo or self-employed
- 2-10 employees
- 11-50 employees
- 51-250 employees
- 251+ employees
- Prefer not to say
Q13
Message
That's everything — thank you! Your feedback feeds directly into how we improve the equipment financing process for future borrowers.
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- Goes beyond a static satisfaction score with an AI follow-up interview that reconstructs the borrower's actual decision journey and probes for the moment they almost walked away
- Uses a constant-sum allocation to quantify why the lender was chosen over competitors, rather than a single open-ended or multiple-choice reason
- Pairs a max-diff exercise with matrix and rating questions to pinpoint which specific changes (and which lender attributes, like clarity of rates/fees/terms) matter most
- Includes an open-ended long-text catch-all plus firmographic questions (loan size, employee count) so lenders can segment borrower experience by business profile
Jotform
Equipment Loan Form TemplateThis is a static intake/application form for collecting equipment loan applicant details, not a post-loan experience survey. It's fielding-ready as a form builder template but is oriented toward data capture rather than satisfaction or decision-journey research. Useful for lenders building an application workflow, less so for measuring borrower sentiment.
What it does well
- Drag-and-drop form builder with wide field-type support
- Easy to embed on a lender's website or portal
- Large template library for adjacent finance forms
Where it falls short
- No adaptive follow-up questioning — every respondent sees the same static fields
- Not designed to measure satisfaction, decision drivers, or churn risk after loan approval
- No automated scoring or synthesized reporting on borrower experience
SurveySparrow
Equipment Loan Form TemplateA conversational-style form template aimed at collecting equipment loan applications with a chat-like UI. It improves completion experience over a plain form but still relies on fixed, pre-scripted questions rather than dynamic probing. Best suited to intake, not post-decision experience research.
What it does well
- Conversational one-question-at-a-time UI that can improve completion rates
- Templates organized by business use case
- Built-in survey distribution and basic reporting tools
Where it falls short
- No adaptive AI interviewing to reconstruct why a borrower chose or almost left a lender
- No voice-based interview option for richer qualitative detail
- No transparent, published prompt/methodology for how questions are asked
Typeform
Equipment Loan Form TemplateA polished, static template for capturing equipment loan applications with Typeform's signature single-question flow and visual design. It's ready to field for intake purposes but doesn't include satisfaction measurement, decision-driver analysis, or qualitative follow-up depth. Logic branching exists but is rule-based, not adaptive/AI-driven.
What it does well
- Strong visual design and mobile-friendly single-question flow
- Conditional logic for branching based on fixed rules
- Wide integration ecosystem (CRM, payments, etc.)
Where it falls short
- Logic branching is rule-based, not an adaptive AI interview that probes individual borrower answers
- No automated per-response quality scoring
- No guided screen-share task capability for walking through documents or terms
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.