sarma customer service surveys]

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Page 1: Sarma Customer Service Surveys]
Page 2: Sarma Customer Service Surveys]

Sarma is nationally licensed and fully compliant with state and federal regulations.-A+ BBB rating-Regularly audited by clients and third-party agencies to ensure CFPB compliance -TCPA Compliant-Consumer Data Industry Association member-Fair and Accurate Credit Transactions Act-Trained and compliant in Fair Credit Reporting Act

Who We Are

Since 1907, Sarma has established itself as the leading choice for the credit, banking, and mortgage industries, offering customized services in order to meet the needs of our clients.

Page 3: Sarma Customer Service Surveys]

Our Client Base

We service and continually developed strong, lasting relationships with many of the top banks, credit unions, and mortgage lenders in Texas.

Sarma currently provides Customer Survey Service information to a Fortune 500 company and one of the largest Mortgage Lenders in the state of Texas.

Page 4: Sarma Customer Service Surveys]

Our Services/ Capabilities

Customize your survey

Sample Questions:

-“How would you rate your experience with your loan officer?”

-”How would you rate how well you were kept informed along the way of potential delays and with having your questions answered to your satisfaction?”

-”How would you rate your loan being closed on time and as agreed?”

-”Please rate your overall experience with [your company name].”

Our clients can choose the appropriate set of questions for their customer survey. These questions may range from satisfaction with a loan officer, closing, or to overall experience with the company.

Page 5: Sarma Customer Service Surveys]

Our Services/ Capabilities

“Thank you for taking our survey, as a friendly reminder, you can expect your first payment to be on ...

Courtesy calls

This process is performed as the "extended business office" of our client. The communication can include emails, letters and phone calls as requested by our client.

We realize that early communication by highly trained representatives is the key to customer retention.

Sarma uses the latest dialing technology and custom reporting for our clients. Our courteous, and bilingual staff handles each client with the utmost respect and professionalism. Any information gathered by Sarma is remitted as requested by our client.

Page 6: Sarma Customer Service Surveys]

Our Services/ Capabilities

Data analysis

We offer a summary of the results by branch, loan officer, division or by whichever category is needed.

Use our measuring tools to see where your company’s strengths and weaknesses are and to reward or address them.

Information is made readily available for easy interpretation of the survey results to help you get the big picture.

*Rating on top 25 loan officers

Page 7: Sarma Customer Service Surveys]

Choosing Sarma

Sarma offers competitive rates and a simple onboarding process guided by your personal dedicated representative.

We want to ensure that your service needs are being met at all times. Your dedicated account team is always available should you have any questions

or concerns.

You can rely on Sarma for all of your customer solutions.

Feel free to contact your account team at any time.

Follow us online for more information on our

services at www.sarma.com.

•Mortgage Lending Services•Debt Collections•Background Screening• TransUnion Credit Services

Page 8: Sarma Customer Service Surveys]