Smooth closings, strong referrals
Send one-tap surveys over RCS from a verified lender sender, so borrowers rate the loan experience in their inbox, no phishing fears, helping you measure effort and earn the referrals lending runs on.
A trusted, verified-sender survey lands far more responses than email links borrowers fear.
Customer Effort surveys show where the loan process feels hard.
Recommendation surveys turn happy borrowers into your best lead source.
Congrats, your loan is funded! One tap, from your verified lender, tells us how the process felt.
A sample Lending & Mortgages RCS survey, fully customizable.
How RCS surveys work for Lending & Mortgages
A mortgage or loan is one of the most stressful processes a customer goes through, and how it felt determines whether they recommend you or warn others off. Yet most lenders close a loan without measuring the borrower's experience, and email surveys after a long, draining process go straight to trash. RCS survey templates let a lender ask post-close in the texting inbox, with one-tap answers, and find the friction in the application before it costs the next borrower.
A borrower-satisfaction survey lands as a tappable star rating after closing; an ease-of-process question — how much effort the application took — surfaces hidden friction; a recommend-score prompt offers a one-tap 1–5 scale; and a loan-officer rating shows who delivered. Borrowers answer in seconds, and you watch effort scores reveal exactly where applications stall.
The payoff is far higher response than email surveys, application friction you can pinpoint, and a clear read on which loan officers earn recommendations.
Where it pays off
A borrower-satisfaction survey lands as a tappable star rating after closing.
An effort question surfaces where the application felt like a struggle.
A one-tap 1–5 prompt measures whether a borrower would recommend you.
A quick question shows which officers earn the loyalty.
What you can launch
Survey templates in this pack
Sign up to use these survey templatesLending & Mortgages RCS surveys: common questions
- When should a lender send a survey over RCS?
- Right after close while the process is fresh, and at a key application milestone to catch friction in real time. A tappable satisfaction or ease-of-process survey sent in the moment gets far higher response than an email survey a drained borrower deletes.
- Why do RCS surveys beat email and SMS surveys for lenders?
- Borrowers tap a star rating, an effort scale, or a 1–5 recommend score right in the texting inbox, so completion is much higher than an email survey. The survey comes from the lender's verified, branded sender, which reads as legitimate rather than a random shortcode borrowers ignore.
- How does an ease-of-process survey help a lender?
- A short effort question — how easy or hard the application felt — pinpoints exactly where borrowers struggle, from document uploads to slow approvals. Fixing that friction lifts completion on the next set of applications.
- What can a lender field with these survey templates?
- Post-close satisfaction surveys, ease-of-process (effort) surveys, recommend-score prompts, loan-officer feedback, and in-application friction checks — each a tappable, branded survey with live response analytics.
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