Xyz Mortgage Consultants - Customer Feedback Survey Page 2
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4How well did we explain things?
By answering the following questions you’ll help us assess the clarity of our marketing and sales
literature and identify any areas for improvement.
7. Did you receive a written explanation of the type and cost of service we offer?
Yes
o
No
o
Not sure
o
8. What type of service do you think we offered you?
Advice and a recommendation
o
Information only – I made the final choice
o
Not sure
o
9. How do you think we charged you for our service?
There was no charge – your firm received a commission from the
o
mortgage/product provider instead
I paid a fee for your time and/or advice and you refunded all of any
o
commission from the product provider to me
I paid you a fee and you also received a broker commission
o
Not sure
o
10. Did you receive a written explanation of the key features and cost of the
mortgage you bought?
Yes
o
No
o
Not sure
o
11. How clear did you find the above literature? (please use the comments page
at the end to expand if you feel the literature could be improved)
Unclear
o
Reasonably clear
o
Very clear
o
12. Did you choose to take out any additional products through us?
Yes (please complete questions 13-15 where relevant)
No (please skip to question 16)
13. Mortgage Payment Protection Insurance - sometimes called MPPI or
Accident, Sickness or Unemployment (ASU) insurance
Was a policy summary document explaining the key features and cost
of the insurance issued and discussed with you?
Page 2 of 4
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