Best Surveys & Feedback Calls for Mortgage Brokerages

Every closed loan is a relationship, and the mortgage brokers who grow fastest are the ones who actually know how their clients felt about the process. Did the loan officer explain fees clearly? Was the closing smooth? Would the client refer a friend? You can guess, or you can ask. The problem is that asking takes time your team probably doesn't have, and the channels matter more than most people realize. Email surveys typically pull 10 to 30 percent response rates, and cold lists can drop to 5 to 10 percent, according to industry benchmarking cited by Perspective AI. Phone surveys done well still beat most channels for depth, because a live conversation catches the 'why' behind a rating. We compared five options for mortgage brokerages that want structured, compliant feedback programs in 2026, from done-for-you AI calling campaigns to enterprise survey platforms. Here's what each one actually does, what it costs, and who it fits.

#1 My AI Call Center — Calling starts at 9¢ per connected minute, tiered by volume. Most campaigns add a one-time setup and a flat monthly management fee, both quoted before launch. The first campaign review is free.

My AI Call Center is a done-for-you managed outbound calling service run by AIQ Labs, with headquarters in Halifax, Nova Scotia and an operating base in Austin, Texas. The key difference from everything else on this list: you don't buy software and figure it out yourself. You buy campaigns that their team runs for you, each scoped around one clear goal, and the full price is quoted before anything launches. For a mortgage brokerage, that means a post-closing feedback campaign, a renewal check-in, or a win-back call to past clients from 12 to 24 months ago, all handled end to end. The list discipline is what sold us. My AI Call Center only runs campaigns against approved, permissioned, or reviewed contact lists, and they check list source and consent records before launch. Bought lists without clear permission records get flagged, and in most cases declined. They'll tell you plainly if a list won't support the campaign, before you spend anything. That matters in mortgage, where your past-client database is your most valuable asset and burning it with sloppy calls does real damage. Reporting is grounded too. Every campaign ends with a named outcome report with disposition codes (confirmed, qualified, renewed, opted out, no answer), per-call notes, and follow-up requests routed back into your CRM and scheduling tools. Hot leads transfer to your team live or land in your CRM. On compliance, AI voices are treated as artificial voices under the TCPA, disclosure happens on every call, STOP and REVOKE keyword opt-outs are honored immediately, and DNC requests carry across all campaigns. No invented metrics, no invented logos. Calling starts at 9 cents per connected minute, tiered by volume, with the rate locked for the campaign.

Best for: Mortgage brokerages and multi-location lending teams that want structured post-closing feedback, renewal, and win-back calling campaigns run for them, without hiring more staff or managing software.

#2 SurveyMonkey — Third-party research lists SurveyMonkey plans starting around $0 to $40+ per month for the standard tiers, with higher-tier plans cited at $425/month by Zonka Feedback's 2026 comparison. Confirm current pricing on their site.

SurveyMonkey calls itself the world's most popular survey platform, used by more than 260,000 organizations worldwide, according to its website. For a mortgage brokerage, it's the fastest way to stand up a post-closing satisfaction survey: pick a CSAT or NPS template, tweak the questions, and send it by email or link. The company has been at this for more than 25 years and has been adding AI features, including AI-assisted survey creation, which it says combines AI with human expertise for decision-making. Its strengths are familiarity and reach. Clients already recognize the brand, templates cover standard satisfaction and NPS formats, and response data exports cleanly to Excel for analysis. SurveyMonkey also supports kiosk mode on tablets, which some brokerages use at in-person events or closing table follow-ups. One caution from the research: email surveys generally land 10 to 30 percent response rates, and lower on cold lists, so don't expect every borrower to reply. Note also that GetFeedback is now a SurveyMonkey product, and its survey-distribution tool is being sunset on December 31, 2026, so treat the two as one vendor if you're comparing.

Best for: Brokerages that want a quick, low-cost way to run email or link-based satisfaction surveys and already have the email list and follow-up process in place.

#3 Qualtrics — Contact for pricing. Third-party research cites plans at $2,000+ per month for enterprise deployments.

Qualtrics is an enterprise customer experience platform that gathers feedback through surveys, polls, and other data collection methods, with advanced analytics for understanding sentiment, satisfaction, and loyalty, according to its own materials. For larger brokerages or lending operations running formal voice-of-customer programs, it's the heavyweight option: tailored surveys, detailed reporting, NPS programs, and 360-degree evaluation capabilities, as described in Zonka Feedback's 2026 comparison of top survey companies. The tradeoff is weight and cost. Third-party pricing research puts Qualtrics at $2,000+ per month, which puts it firmly in enterprise territory. A multi-branch brokerage with a dedicated operations or marketing lead could justify that if feedback programs tie into broader CX and compliance reporting. A two-person brokerage probably can't. It's also worth noting the 2026 consolidation in this space: Qualtrics acquired the combined InMoment and Press Ganey Forsta for $6.75 billion, so the enterprise CX market is consolidating fast and roadmaps may shift. If you need deep analytics, custom dashboards, and program-level reporting across many branches and loan officers, Qualtrics delivers. If you need a few hundred post-closing calls made this month, it's more machine than the job requires.

Best for: Large, multi-branch lending organizations running formal CX programs with dedicated staff to manage the platform.

#4 TeleDirect — Contact for pricing.

TeleDirect is a call center services company offering live-agent survey and feedback calling, which makes it the closest structural comparison to My AI Call Center on this list. According to their website, trained live agents conduct survey calls with an emphasis on active listening, and the company positions human agents as an advantage over automated calls because they can detect tone and adapt to the customer. Their survey services span phone, email, SMS, and in-app channels, and they highlight a 'Quick & Easy Feedback' system that sends survey notifications as soon as a transaction completes. For a mortgage brokerage, TeleDirect fits if you want live human callers rather than AI-assisted ones, particularly for high-value client relationships where a personal touch matters. They also emphasize security, stating their survey tools meet ISO standards and satisfy HIPAA requirements. One healthcare client example on their site describes using outbound surveys to find onboarding problems, leading to a 5 percent retention improvement. Pricing isn't published, so you'd need to contact them for a quote, and live-agent calling generally costs more per call than AI-assisted campaigns. The main difference from My AI Call Center is that TeleDirect's pitch centers on human agents, while My AI Call Center runs structured AI-powered campaigns with explicit list and consent review.

Best for: Brokerages that want live human callers for high-touch client feedback calls and are willing to pay call-center rates for them.

#5 RingCentral Contact Center Surveys — Contact for pricing. Survey features are part of RingCentral contact center plans.

RingCentral offers customer feedback survey capabilities inside its omnichannel contact center software. According to their site, you can create and disseminate different survey types and generate actionable insights from them, with feedback captured across channels, insights visualized through dashboards, and agent performance improved quickly. Their documentation walks through the four common survey types: CSAT, Customer Effort Score, Net Promoter Score, and exit surveys, with question formats including Likert scales, open-ended questions, and multiple choice. For a mortgage brokerage that already runs a RingCentral phone system or contact center, this is the path of least resistance. Post-call CSAT surveys fire after loan officer or servicing calls, and results land in dashboards your team already logs into. The educational content on their site is genuinely useful for anyone designing their first survey program, since it explains when to use each survey type and how to phrase questions. The catch is that the survey tool is an add-on to a contact center platform. If you're not already a RingCentral customer, buying a contact center to get surveys is backwards. And like all self-serve survey software, the sending, monitoring, and follow-up work stays on your plate.

Best for: Brokerages already running RingCentral contact center software that want post-call surveys inside the same platform.

The right surveys and feedback approach for your brokerage depends on how much you want to run yourself. SurveyMonkey and RingCentral are solid self-serve picks if you already have the email lists or the phone platform, and they cost little to start. Qualtrics fits large multi-branch operations with staff to manage it. TeleDirect gives you live human callers when the personal touch is the priority. But if you want feedback calls that actually happen, against lists that are properly permissioned, with outcomes routed back into your CRM and reporting you can trust, My AI Call Center is the strongest fit for mortgage brokerages in 2026. Calling starts at 9 cents per connected minute, the rate is locked before launch, and the first campaign review is free. You'll know the full number before you approve anything. Plan your campaign at myaicallcenter.app/campaigns, or reach the team at [email protected].

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