Flow · Lending & Mortgages

Lending & Mortgages — Post-closing Satisfaction

A quick rating plus what mattered most, in under a minute.

A complete multi-step WhatsApp survey

This flow shows the full survey a lending & mortgages customer would see: a verified business sender, a rich card, tappable answer options, and the follow-up questions that adapt to each response. Every survey message is fully customizable.

How WhatsApp surveys work for Lending & Mortgages

All flows

9:41

Keystone Lending

Business · WhatsApp

Today

Thanks for taking a moment — a couple of quick questions.

Your loan

How was your closing, {{first_name}}?

Congrats, your loan is funded! One tap, from your verified lender, tells us how the process felt.

★★★

Thanks! One more thing —

Your loan

What did you like most?

Pick the one that fits best.

QualityValue for money

Speed

Perfect, last one:

Your loan

Anything we could do better?

Type a quick note below.

All good, appreciate you asking!

Thank you! Your feedback helps us improve.

WhatsApp message

A complete multi-step WhatsApp survey

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