Performance Survey

Performance Survey

Rate your colleague's performance on the loan through Command Center's Performance Surveys. Performance Surveys help assess a user's contribution to the completion of a loan.
When certain milestones have been reached, an email will be sent to the Rater to complete a survey. The survey will automatically appear in Command Center when you login. 





Performance Survey Features:
  1. Ratee Name: First Name, Last Name (Position) of the person you are writing the survey on. 
  2. Milestone Completion Date
  3. Loan Number and Borrower Name
  4. Rating Scale: Differs from the Rater and Ratee's Position (1: Poor to 5: Excellent)
    1. Rater Role
      Ratee Role
      Milestone Completed
      Rating Categories
      Underwriter
      Processor
      Cleared to Close
      Knowledge, Completeness of Submissions and Professionalism
      Processor
      Underwriter
      Cleared to Close
      Speed, Helpfulness and Communication
      Processor
      		FunderFunded
      Speed, Helpfulness and Communication
      Processor
      Loan Officer
      		Funded
      Completeness of Submissions, Communication and Helpfulness
      Loan Officer
      Processor
      Funded
      Proactiveness, Communication and Knowledge
      Funder
      Processor
      Funded
      Knowledge, Professionalism and Communication
      Doc Drawer
      		Processor
      Docs Out
      Proactiveness, Completeness of Doc Request and  Communication
      Processor
      		Doc DrawerDocs Out
      Proactiveness, Helpfulness and Communication
  5. Comments Box: Provide feedback on the Ratee. 
  6. Action Buttons:
    1. Submit: Submit survey response.
    2. Reset: Clear selections and start over.
    3. Skip: Skip the Ratee's survey at the moment. 
    4. Exit: Close all surveys at the moment. 
  7. #/# Surveys: Lists the number of surveys the Rater must complete within 7 days. New ones may be added when certain milestones have been completed. 

Note: A survey will automatically be archived if it has not been completed within 7 days. 


Sample email sent to the Rater to complete a Performance Survey in Command Center. 





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