Mortgage Broker Channel Partner CSAT Survey
Understand how mortgage brokers evaluate lender responsiveness, compare product fit, and navigate case approvals, so you can strengthen channel acquisition, sharpen partner positioning, and improve broker retention across priority lending segments.
CONTEXT & RELEVANCE
Why run this survey now
Most mortgage brokers don't lose lender confidence purely on pricing. They disengage due to slow updates, inconsistent credit decisions, unclear payouts, weak escalation support, none of which fully show up in MIS dashboards or complaint logs.
If you are...
- Mortgage channel leadership
- Retail lending executives
- Partner acquisition teams
- Credit operations managers
RESEARCH THEMES
What This Survey Investigates
Eight interconnected research themes that map the complete mortgage broker partnership journey from onboarding to lender advocacy.
Partner Profile
- Broker business model
- Portfolio scale & mix
Lender Discovery
- Lender awareness sources
- Panel selection criteria
Onboarding & Activation
- Empanelment process clarity
- Early case activation
Product & Pricing
- Borrower product fit
- Rate & fee competitiveness
Submission Experience
- Application workflow usability
- Documentation & status visibility
Credit & Turnaround
- Decision consistency & speed
- Exception handling quality
Support & Payouts
- Relationship manager responsiveness
- Commission accuracy & transparency
Loyalty & Advocacy
- Future case allocation
- Partner advocacy drivers
SAMPLING STRATEGY
Tell us about your ideal sample
Help us understand your target respondent profile. Select what applies, we'll design the optimal sample plan based on your inputs.
METHODOLOGY
Survey approach
For Mortgage Broker Channel Partner CSAT Survey, we recommend a broker-segmented quantitative approach with flexible data-collection modes to balance reach, depth, and verification across independent, DSA, aggregator, and branch-linked partner networks.
EXECUTION PROCESS
How we execute
A proven 9-step process from scoping to delivery, designed to ensure quality, speed, and actionable insights.
Define the decision frame
Confirm objectives, target cohorts, geographies, and reporting cuts
Define the decision frame
Design the instrument
Build workstream modules mapped to outputs (drivers, friction, pricing, retention, trust)
Design the instrument
Lock the questionnaire
Review wording, sequencing, LOI, and competitive context; approve final version
Lock the questionnaire
Pilot and calibrate
Test comprehension and ease quality; refine quotas and remove friction where needed
Pilot and calibrate
Run fieldwork
Execute collection with active quota management and feasibility controls
Run fieldwork
Assure quality
Dedupe, attention checks, speed/consistency rules, removals with audit trail
Assure quality
Prepare the dataset
Clean data and deliver codebook/variable definitions
Prepare the dataset
Analyse and synthesise
Driver ranking, leakage diagnostics, pricing bands, segment insights
Analyse and synthesise
Deliver and align
Executive deck (optional dashboard) and leadership readout with recommendations
Deliver and align
COMMERCIAL TERMS
Request a Commercial Proposal
Pricing depends on cohort, geography, sample size, approach, LOI, and deliverables. Configure below for an indicative estimate.
Select Sample Size
Geography
Select Mode of Survey
Length of the Interview
$0.00
+ applicable taxes
Cost Breakdown
Note: Estimate is indicative only. Final pricing is subject to scope finalization after discovery call.
REFERENCE CASELETS
Reference
Real-world examples of survey work in the mortgage distribution and lending space.
Home Loan Lender Preference Mapping Across Broker Segments (India)
OBJECTIVE
WHAT WE DID
DELIVERED
Home Loan Lender Preference Mapping Across Broker Segments (India)
Broker Reactions to Digital Case Tracking Concepts (Metro India)
Home Loan Lender Preference Mapping Across Broker Segments (India)
OBJECTIVE
A national lender sought to understand how independent brokers , DSA teams , and aggregator partners compared its home-loan proposition against private banks , housing finance companies , and digital lenders across borrower profiles, ticket sizes, and sourcing priorities.
WHAT WE DID
We ran a structured online survey with 520 active brokers, quota-controlled by region, monthly case volume, and lender panel size, capturing consideration , product fit , rate competitiveness , approval confidence , and preferred borrower segments.
DELIVERED
The study produced a lender preference map , broker segment framework , competitive positioning matrix , and channel lever hierarchy , showing where proposition strengths differed by broker scale, borrower profile, product category, and regional sourcing model.
FREQUENTLY ASKED QUESTIONS
Common Questions
Answers to frequently asked questions about this survey mandate.
What decisions will this survey enable?
Who is the buyer vs who are the respondents?
Can we see differences between independent brokers, DSA teams and aggregator partners?
How will you measure lender preference beyond simple ratings?
Will the survey map the full mortgage broker partnership journey and drop-offs?
Can this survey inform product and pricing strategy?
How will findings improve our broker channel retention?
Still have questions?
Schedule a discovery call to discuss your specific needs and get a custom quote.