Q01
Message
All templates
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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
13 questions · ~7 min
Q02
Multiple ChoiceRequired
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
Multiple ChoiceRequired
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
Multiple Choice
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
Rating ScaleRequired
How satisfied are you with your loan servicer (the company that manages your payments)?
Range: 1 – 5
Min:Very dissatisfiedMax:Very satisfied
Q06
MatrixRequired
How much do you agree with each statement about your loan repayment experience?
4 rows × 5 columns
- 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
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q07
Opinion ScaleRequired
How confident are you that you'll be able to pay off your loans on your current plan?
Scale: 0 – 10
Min:Not at all confidentMax:Extremely confident
Q08
Best–Worst Trade-off (MaxDiff)Required
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
Pick best & worst per setBest:Most helpfulWorst:Least helpful
Q09
AI Interview
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
Multiple Choice
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
Multiple Choice
What is your current employment status?
- Employed full-time
- Employed part-time
- Self-employed
- Unemployed, looking for work
- Student
- Prefer not to say
Q12
Multiple Choice
What is your age range?
- 18-24
- 25-34
- 35-44
- 45-54
- 55 or older
- Prefer not to say
Q13
Message
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.
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 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 templateThis 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.
What it does well
- 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
Where it falls short
- 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
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.