Mortgage iQ User Survey
 
In an effort to improve our processes and drive revenue, South Pacific Financial and CRMnow would like your input on your current usage and experience with Mortgage iQ. Please answer the below as completely as possible. Thank you for your assistance.
 
Name:*
General
I use Mortgage iQ:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I complete the following activities in Mortgage iQ, stamping the record with notes:
Phone Calls:
Yes No
To Do's:
Yes No
Meetings:
Yes No
I initiate e-mails from the MiQ contact record:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
If yes please describe what you would like training on and how (hands-on class room or web) you would prefer the training
Would you like to have more training on the usage of Mortgage iQ
Yes No
I pull Credit through Mortgage iQ:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I use the Pre-qual screen in Mortgage iQ:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I push my Mortgage iQ data to Point:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I use the Loan Scenario functionality in Mortgage iQ:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
When using the Loan Scenario functionality I send/e-mail the Loan Scenario worksheet to the client for review:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I print the 1003 from MiQ:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I print the GFE from MiQ:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
Agents Tab
I have added the following to MiQ and connect them to loans via the agents tab:
Real Estate
Yes No
Title
Yes No
Escrow
Yes No
Other Partners
Yes No
I am able to easily e-mail information, with one click, to those contacts via the Agents Tab:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I fill in the information on the loan status:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I use the Conditions section:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
Calendar
I use the Calendar in MiQ to schedule activities (phone calls, meetings and to –do’s) for myself:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I use the Alarm functionality when needed:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I use the calendar to schedule activities (phone calls, meetings and to-do’s) for other team members and to check their availability:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
Library
I use the MiQ Library to store and retrieve company approved documents such as marketing collateral:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
List Views and Queries
I am able to view my records in list views for convenience:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I can create meaningful list views for myself using the query function:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I can drill down to record level detail by double clicking on the record in a list view:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
Marketing
I use the letter, email and fax functionality by clicking on the “Write” pulldown:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I use templates that I have created for common e-mails and letters that I write:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I use the Mail Merge functionality:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I print labels from MiQ:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
I use the Contact Process functionality to perform drip marketing to groups of records:
1 = Always, 2 = Sometimes, 3 = Rarely, 4 = Never 5 = Do Not Know How
1 2 3 4 5
Complete the below sentence regarding your usage of Mortgage iQ
I love . . .
I like . . .
I'd like to be able to . . .
I don't like . . .
Indicate the estimate increase in productivity from using Mortgage iQ vs. not using Mortgage iQ
1 = Over 75%, 2 = Over 50% 3 = Over 25%, 4 = Over 10% 5 = Less than 10%
1 2 3 4 5
Indicate (if possible) the % increase in sales/revenue through usage of Mortgage iQ:
1 = Over 75%, 2 = Over 50% 3 = Over 25%, 4 = 1-24% 5 = No Improvement
1 2 3 4 5

 
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