Benefits for Mortgage



Connect to Your LOS

Synchronizes with company LOS to automatically collect and share customer feedback.


Automate Customer Feedback

Connect to your point of sale and automate customer feedback with our fully customizable, mobile optimized reviews platform.

  • Personalized with Agent Name & Photo
  • Customize your Questions
  • Star Rating and NPS Questions
  • Multiple Choice and Comment Questions
  • Easy Navigation and Highest Response Rates
  • Collect Feedback and Sharing Permission


Drive Third Party Reviews Online

Easily manage most third party review sites. Many industry specific review platforms will accept our data via a connected feed. Others work easily through our automated workflows.


Google Ranking BOOST for Every Location


Survey Your Real Estate Partners

Increase reviews, strengthen partnerships and build new real estate agent relationships.


Barry Habib

“I am very impressed with this tool. From compliance to lead generation, to customer satisfaction, as well as SEO optimization, this is a tool worth looking at. It gives you visibility and helps you generate business leads. It offers you the workflow process to help fix the unhappy customers reviews and potentially turn those customers into raving fans. It’s all centralized, all managed by the company. SocialSurvey costs very little but does so much.”

Barry Habib / CEO / MBS Highway

Corey Trujillo

“At AFN, getting 5 star reviews is the easy part. The challenge is how to share these reviews across the Internet via social media in an organized and trackable fashion, with SEO links back to the individual LO and Branches. Thanks to SocialSurvey, the process is fully automatic. Even when our people are less engaged than we want, it works on their behalf. We love the added compliance features and Customer Service workflows as well. Sharing our success is easy with SocialSurvey!”

Corey Trujillo / Vice President of Marketing / American Financial Network

Ben Holland

“At On Q Financial, we have embedded SocialSurvey into nearly all of our marketing. We love how it conveys trust to our clients and enhances our conversion rates. Our loan officers love how easy it is for our clients to give feedback and how it’s displayed on their personalized company websites and social media. I would recommend SocialSurvey to any Mortgage company.”

Ben Holland / Vice President of Marketing / On Q Financial

Jon Gwin

“We are very pleased with the customer response, satisfaction, and results that rise to an incredible net promoter score, making SocialSurvey an invaluable tool. We use the tool in many different ways, including feedback for leaders, feedback for future borrowers, and feedback for any potential areas of improvement. In the service industry, any feedback from customers allows us to make the borrower experience better with every transaction. The stellar results speak for themselves.”

Jon Gwin / COO / American Financial Network

Sandy N.

“Most new platforms require painstaking time and energy. SocialSurvey was the complete opposite. We were supported all through the start-up process with quick responses, immediate attention to details, and useful tutorials. It was about as seamless as it could get with amazing results. We are completely happy with the ease of use and execution; moreover, we believe that this will offer great customer support and feedback.”

Sandy N. / Corp. Admin Mgr. / Diamond Residential Mortgage

Amber E.

“I work for New American Funding and was recently named Social Survey’s #1 Loan officer with my reviews. It has really validated my business and I can share true reviews with the public as to how I operate. I feel it is really helped grow my business.”

Amber E. / Loan Officer / New American Funding

Alex A.

“Using SocialSurvey is an excellent way to enhance your company’s online presence. Our loan officers love how easy it is to use and how the surveys feed directly into their websites in real time! Very happy with the results! I highly recommend using SocialSurvey!”

Alex A. / Area Manager / Freedom Mortgage

Bob G.

“Social Survey is one of the best referral and customer service review tools we’ve ever used. It’s so easy, and most important, clients engage and participate in the post-transaction surveys in previously unseen numbers. We love Social Survey!”

Bob G.

Justice R.

“Social Survey has the highest conversions of any review sites. Customers actually fill these out it integrates with my loan operating system and is sent automatically to the customer after closing. 5 Stars, SS is the best at reviews!!”

Justice R.

Lauren M.

“Since adopting Social Survey, our survey response rate more than doubled to 60% and the voice of our customers is now easily shared online and with their social networks and our natural search ranking is quickly rising as a result! As we grow our market share of millennials, the largest generation ever to exist, our online reputation and social media presence is more important than ever. Social Survey is a great platform, with great service and great people.”

Lauren M.