How Much More Money Could You Make by Solving this Problem?

Pick a
Problem:
Your Annual
Retail Loan Units:

How Much More Money Could You Make by Solving this Problem?

Pick a
Problem:
Your Annual
Retail Loan Units:

How Much More Money Could You Make by Solving this Problem?

Pick a Problem:
Your Annual Retail Loan Units:
 

What Is MortgageSAT?

MortgageSAT ® is the industry’s only complete borrower feedback analysis program, a powerful management tool that gives mortgage lenders the control, visibility and context needed to manage and improve the borrower’s experience.


Watch a short video on how MortgageSAT
can help you gain more referrals!
Watch a short video on how MortgageSAT
can help you gain more referrals!

Why Choose
MortgageSAT?

MortgageSAT empowers lenders with actionable data, peer-to-peer performance benchmarking and online testimonial sharing to help create happy borrowers. Find out what makes the MortgageSAT Program different.

Learn More

What do Lenders Say
About MortgageSAT?

MortgageSAT clients rank among the elite companies for Borrower Satisfaction scores. In fact, the top companies in J.D. Power’s 2018 Borrower Satisfaction Rankings are MortgageSAT clients.

Read More

How Does
MortgageSAT Work?

It couldn’t be much easier to get started — and use — MortgageSAT. Contact MortgageSAT Director Mike Seminari for a demo, today. Meantime, see a sample of the quarterly report every MortgageSAT lender receives.

Learn More
"We used to only have an NPS score from our members, but now with MortgageSAT, we have significantly more detail about staff performance and the different aspects of the loan process. This information gives us actionable data that provides coaching opportunities for each employee from LOs to Processors and even Closers. It also allows us to fine tune our operations. Thanks to MortgageSAT, everyone can see how their performance impacted member satisfaction and is inspired to deliver higher levels of service."

- J. Brian Pouch, President CU Home Mortgage Solutions, LLC

"MortgageSAT provides insight and industry benchmarks with our customer satisfaction of each loan closed. We can leverage the data to develop coaching and recognition with regions, branches and individuals. We also know right away when a customer experience takes a wrong turn and we can address it immediately. Gone are the days of taking your borrower's temperature and then crossing your fingers and hoping it improves. With MortgageSAT, we now have clear, actionable data that we’re using to constantly improve the borrower journey."

- Jim Clapp, Certainty Home Loans

"PrimeLending was thrilled to win the 2018 Best in Class Award for Application Process. It's particularly meaningful to us because over the past several years with MortgageSAT, we've found that delighting borrowers during the application process is a big driver in getting them to recommend us to their friends and family."

- Val Haynes, PrimeLending

"It's true that little changes and adjustments we find in MortgageSAT really do add up. Over the past year, just by finding coachable moments for our team, we were able to climb above the National Average in Overall Satisfaction, NPS, Loan Officer and Application Process scores. And, we have seen an improvement in our market share in a very challenging mortgage market."

- Kevin Crichton, E Mortgage Management

"We were one of the early adopters of the MortgageSAT program and the investment has not only paid off, it has become an essential piece of the customer-centric culture we continue to build at Guild."

- Mary Ann McGarry, Guild Mortgage

"Most of all, it's great to be getting to a data driven environment. We can see better what our strengths and weaknesses are and then take steps to close the gap."

- Cella Coulter, Union Bank

"Constant improvement is part of our culture. The ability to pinpoint exactly where we can improve to have the biggest impact in delighting our customers is very empowering."

- Yianni Garcia, Eagle Home Mortgage

"We love MortgageSAT for the wealth of information it provides us about our borrower's experience, but even more valuable than the raw data is the expertise and consulting we get from STRATMOR about how to use the data to coach our team members and make strategic, data-driven decisions. The price is worth it for that alone."

- Brian Vieaux, Flagstar Bank

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MONTHLY TIPS

Translating Vision From Leadership to LO

Is Perfection in the Loan Process Too Much to Ask?

The Personal Touch for First-Time Buyers

Using Digital Tech to Empower Borrowers

Who Are the Most Tech Savvy Borrowers?

Independents, Big Banks and Customer Satisfaction

Measure Technology Success

Technology and the Borrower Experience

Retain Servicing Customers and Their Referrals

Keep Referral Partners Happy

Why is Peer Comparison So Important?

Asking for the Same Doc—Again

Why Call the Borrower Before Closing?

How Important is a Checklist?

Updating Borrowers

Satisfaction and Company Valuations

Impact of Digital Investment

Do Testimonials Drive Referrals?

Get Borrowers to Go Paperless

Same Doc, Mulitple Times

Keep Agent Referrals Flowing

Should LOs Attend Closings?

Small Gains, Big Picture Impact

How Are Borrowers Using Online Reviews

Social Media Sites with Impact

Prioritizing Borrower Feedback

Closing Table Surprises Hurt Lenders

How Many Survey Questions to Ask

Are All Problems Equal?

Do Millennials Refer More?

Who talks to the Borrower?

Getting Borrowers to Refer
previous arrowprevious arrow
next arrownext arrow
Slider
MONTHLY TIPS

Translating Vision From Leadership to LO

Is Perfection in the Loan Process Too Much to Ask?

The Personal Touch for First-Time Buyers

Using Digital Tech to Empower Borrowers

Who Are the Most Tech Savvy Borrowers?

Independents, Big Banks and Customer Satisfaction

Measure Technology Success

Technology and the Borrower Experience

Retain Servicing Customers and Their Referrals

Keep Referral Partners Happy

Why is Peer Comparison So Important?

Asking for the Same Doc—Again

Why Call the Borrower Before Closing?

How Important is a Checklist?

Updating Borrowers

Satisfaction and Company Valuations

Impact of Digital Investment

Do Testimonials Drive Referrals?

Get Borrowers to Go Paperless

Same Doc, Mulitple Times

Keep Agent Referrals Flowing

Should LOs Attend Closings?

Small Gains, Big Picture Impact

How Are Borrowers Using Online Reviews

Social Media Sites with Impact

Prioritizing Borrower Feedback

Closing Table Surprises Hurt Lenders

How Many Survey Questions to Ask

Are All Problems Equal?

Do Millennials Refer More?

Who talks to the Borrower?

Getting Borrowers to Refer
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next arrownext arrow
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Translating Customer Experience Vision From Leadership to Loan Officer

I often talk to leaders in the mortgage industry about their customer experience vision and hear things like, “We want customers for life,” or...

By Mike Seminari Read More >>

How Much More Money Could You Make By Solving This Problem?

Pick a Problem:
Your Annual
Retail Loan Units:
 
Metric Amount
Incremental loans you could expect to close
Your estimated incremental loan volume $
Net production margin per loan $
Your estimated incremental retail income $
To find out more, call Mike Seminari, Director of MortgageSAT at (614) 284-4030
1 The analytic methodology uses data from the 2017 PGR: MBA and STRATMOR Peer Group Program and STRATMOR’s MortgageSAT Borrower Satisfaction Program for the 12-months ending June 30, 2018. For more information about the calculator data, Contact Us.

How Much More Money Could You Make By Solving This Problem?

Pick a Problem:
Your Annual
Retail Loan Units:
 
Metric Amount
Incremental loans you could expect to close
Your estimated incremental loan volume $
Net production margin per loan $
Your estimated incremental retail income $
To find out more, call Mike Seminari, Director of MortgageSAT
at (614) 284-4030
1 The analytic methodology uses data from the 2017 PGR: MBA and STRATMOR Peer Group Program and STRATMOR’s MortgageSAT Borrower Satisfaction Program for the 12-months ending June 30, 2018. For more information about the calculator data, Contact Us.

How Much More Money Could You Make By Solving This Problem?

Pick a Problem:
Your Annual Retail Loan Units:
 
Metric Amount
Incremental loans you could expect to close
Your estimated incremental loan volume $
Net production margin per loan $
Your estimated incremental retail income $
To find out more, call Mike Seminari, Director of MortgageSAT
at (614) 284-4030
1 The analytic methodology uses data from the 2017 PGR: MBA and STRATMOR Peer Group Program and STRATMOR’s MortgageSAT Borrower Satisfaction Program for the 12-months ending June 30, 2018. For more information about the calculator data, Contact Us.