Managing the Good and Bad Reviews

With such a diverse and global marketplace, consumers continually look online before choosing a business. The vast majority of consumers pay close attention to reviews, with 95% reporting them as influential in their purchasing decisions (1). Not only do reviews directly impact your reputation and search ranking, but also your sales. Here are some key […]

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#1 For Customer Satisfaction (Small Mortgage Company): RWM Home Loans

RWM Home Loans surpassed hundreds of companies with their 4.96 average star-rating, taking the number one spot in the small division. Scott Harris and Craig Pollack sat down with Suzanne and Brad of RWM to discuss how they manage to always provide such a great customer experience: Creating Leaders: Brad explains the massive impact of […]

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Meet the New Nashville Team

SocialSurvey has been searching high and low for the best individuals to work out of our expanding Nashville office, and we definitely found them. Known as the South’s center of tech, Nashville has no shortage of tech talent. We’ve been lucky enough to hire a handful of industry leaders: Erin Tomlinson — EVP of Revenue, MC Lewers — Director […]

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Announcing Katie Lance, Keynote Speaker and Social Media Expert in Real Estate

We are excited to announce Katie Lance, an international keynote speaker, award-winning entrepreneur and widely regarded go-to source on customer engagement and retention will be a keynote during Experience2020. Named as one of the 100 most influential people in Real Estate by Inman News, Katie knows the industry like no other. Her recent focus in real […]

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Top Performer Best Practices Guide

Owning a home is still the American Dream. Mortgage companies and their loan officers are at the forefront of making this dream come true for millions of Americans every year. To be successful, they have to deliver an excellent customer experience regardless of housing market fluctuations or state of the economy. But success comes with […]

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Top Performing Mortgage Companies Think Differently About Customer Experience

When it comes to managing their online presence and reputation, businesses face many challenges.  Maybe they have a low number of reviews online or poor ratings on Google My Business or Facebook.  Maybe their Net Promoter Score® (NPS) is low or their business listings and the supporting location data are inaccurate.  This is all part […]

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Introducing the Mortgage Industry’s Customer Satisfaction Leaders

SocialSurvey has become the industry benchmark for measuring the customer experience provided by companies in the mortgage industry and their loan officers. Once again, competition was fierce with more than one million reviews of 30,000 individual loan officers from over 200 companies being scored – by far the largest data set in the mortgage industry. Our […]

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A Sample Mortgage CX 2.0 Plan – Downloadable

Using SocialSurvey’s experience management platform and CX 2.0 methodology, here is a sample plan that any mortgage company could follow: Key Point of Contact – Identify a key point of contact within your company and a dedicated resource to manage and move workflows, as well as add, remove and train users. Company Hierarchy – Add all agents, […]

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Not just a box to check… an Enterprise Reputation Management Solution

The reputation management world started with simply checking one box after another. Companies work on one problem at a time, check one box and then move on to the next. While this works in the short term, for long term success, an enterprise must build an integrated customer experience solution. A Box to Check Craig, […]

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#1 Loan Officer Jennifer Ballheimer of Mortgage Financial Services

CEO of SocialSurvey, Scott Harris, virtually sits down with Jennifer Ballheimer of Mortgage Financial Services to discuss her ability to consistently provide ‘WOW’ customer experience. With an average star rating of 4.97 across 230 reviews, it’s needless to say that Jennifer creates WOW for every single customer day after day. Let’s take a look at […]

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