Wholesale Mortgage Lenders

#1 CX platform for Wholesale Mortgage Lenders

Collect loan level feedback from broker partners. Improve experiences, escalate and resolve issues, and win more broker relationships.

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The Most Powerful and Automated Wholesale Mortgage CX Platform
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Collect B2B Data

Automate CX Data from your Business Partners

Easily and automatically collect feedback from your broker partners.  Measure loan level satisfaction, and make data driven decisions to improve your systems, processes, and bottom line revenue.

AE Benchmarks

Engage AEs and Win More Broker Business

Send requests to loan officers from AEs at closing. Scorecard AEs and company relationships and processes. Engage, Rank and reward AEs. Use your partner’s great experiences to win the next broker relationship

Customer Experience
Reviews, Listings, Pages

Win Online With CX

Share your great reviews on company websites, SocialSurvey profile pages, Facebook, Twitter, Linkedin, and other third party review sites. Automatically manage your business listings, reviews, websites and win online.

Reviews Management
Industry Benchmarks

See How You Stack Up to the Competition

In Wholesale Lending, winning the next loan is about price, service, and relationships. With SocialSurvey, you will get a bird’s eye view of how your service levels and relationships are stacking up to the competition.

Experience, Reputation, and Marketing all in one automated solution. The World’s Premier Experience Management Platform.
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“We … are in wholesale … and also retail and … we’ve always been the kind of company where we allow options for the originators… In our company, there’s ONE product that we actually mandate across all 3 channels and that’s SocialSurvey because … content … wholesale broker feedback on their experience is not optional. We need to know who our client is and what their feelings about the transaction. It is literally the only fintech vendor that we deal with, SocialSurvey, that we actually force on every single transaction in all 3 channels.”

Kevin Peranio
Chief Lending Officer for Paramount Residential Mortgage Group (PRMG)

5.0 of 5.0 Stars

“If you aren’t on board, you’re already behind…”

Nicole of Marketing

5.0 of 5.0 Stars

“SocialSurvey Has Elevated My Business!”

Michael F. President

5.0 of 5.0 Stars

“The Results from the platform have been nothing short of amazing!”

Chris W. Customer Insights

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