Mortgage Survey Questions + Sample Questionnaire Template

Mortgage survey questions template is designed to collect information from borrowers about how easy or difficult they find the mortgage process, to help them make better decisions and save the money when they get a mortgage. This sample survey template is designed with targeted questions to understand what borrowers think, experience and relate to the mortgage process. This questionnaire is designed by a team of experts and can be customized to suit the business needs.

This sample template primarily helps organizations/agents/agencies etc. to learn if the borrowers are familiar with the mortgage terminologies, challenges and frustrations do borrowers face, do borrowers trust lenders, what necessary paperwork is required and much more.

Mortgage Survey Questions + Sample Questionnaire Template

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The Experience Journal


1. Considering your complete experience, how likely are you to recommend a mortgage to your family and friends?0 Very Unlikely to 10 Very Likely 0 1 2 3 4 5 6 7 8 9 10 Very Unlikely Very Likely 2. Where you taught anything related to mortgage while you were in university? Yes No I don’t remember 3. What according to you is the best source to learn about mortgage? Lender Realtor or Agent School Internet Consumer Finance Protection Bureau (CFPB) Other 4. Is it possible to buy a home with a down payment of less than 10%? Yes No 5. Which of the following monthly mortgage type can change over a course of time? Fixed rate mortgage Adjust rate mortgage Interest only mortgage 6. How much of your monthly gross income do you think you should spend on mortgages? 33% 44% 51% 62% I am not sure 7. What do you think is a good tenure for mortgage? 30 years 20 years 15 years 10 years Less than 10 years I am not sure 8. Do you currently have a mortgage? Yes No 9. How did you find your lender? Existing bank relationship Real Estate Agent Referral Friends or Colleagues Internet Other 10. Which type of lender did you contact when you applied for your mortgage? Banks and Financial Institution Local Banks Mortgage Brokers Credit Union Other 11. What is the most important factor when you choose for a mortgage? Lowest rate of interest Lowest monthly installments Best customer service Lowest closing rate Other 12. What was the most challenging part of your mortgage process? Paperwork Terminology used Required qualification Details of my mortgage Other 13. Please select your gender Male Female Prefer not to say 14. Please select your age group? 18-24 25-34 35-44 45-54 55-64 Above 64 15. Please select your monthly family income Less than $19,999 $20,000 to $39,999 $40,000 to $59,999 $60,000 to $79,999 $80,000 to $99,999 $100,000 to $119,999 $120,000 to $139,999 $140,000 to $159,999 $160,000 to $179,999 $180,000 to $199,999 Above $200,000 Prefer not to say 16. Please select your ethnicity Hispanic or Latino American Indian or Alaska Native Asian Black or African American Native Hawaiian or Other Pacific Islander Caucasian or White Multiracial Other Prefer not to say 17. Please select your employment type Full-time employment Part-time employment Unemployed Self-employed Home-maker Student Retired Military