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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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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#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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Experience2020 is Now a Virtual Event

SocialSurvey recently announced our annual Create WOW Summit is changing its name to Experience2020 and going virtual. While Experience2020 has a much broader CX focus than the Create WOW Summit, there will still be plenty of focus on SocialSurvey and our experience platform. You won’t want to miss the numerous sessions we have planned this […]

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5 Ways to Improve Your Google My Business in 30 Days

Google runs the cyber world. They are the number one search-engine by a landslide, with over 70% of the search market share.¹ They offer a free tool, called Google My Business (GMB), geared to help companies optimize their online visibility. We will share our top 5 hacks on how to improve your Google My Business […]

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Why does Customer Experience Matter?

With thousands of options at their fingertips, customers hold all the power. While the quality of your product is important, 81% of companies find the biggest differentiator for business is customer experience (CX).¹ To build brand loyalty and receive public praise, make your customers feel valued throughout the entire customer’s journey. Not only does a […]

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SocialSurvey Named Runner-up Winner at futuRE Pitch Battle

futuRE event with Keller Williams SocialSurvey

SAN RAMON, Calif., Dec. 12, 2019—SocialSurvey was named a Pitch Battle Runner-up and Category Winner in Search at futuRE, an invitation-only real estate technology pitch battle. Powered by Keller Williams, the world’s largest real estate technology franchise by agent count, the event was created as a forum for real estate agents and leaders to work […]

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SocialSurvey and Easy Mortgage Apps Announce Integration

Easy Mortgage Apps and SocialSurvey Integration

With the average person now spending over four hours a day on their mobile device, companies need to reconsider how they are best reaching their consumers.  Easy Mortgage Apps is an enterprise solution for today’s modern lender, creating an ultimate lending ecosystem branded for mortgage companies, with transparent communication and access. And now, the user […]

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