Account & Loan Origination

Survey - Example Questions

   This Survey Master is focused on identifying business process requirements and user needs in Account & Loan Origination (Loan Management) application environments, and provides benefits that go far beyond those of traditional methods limited to simply using a blank sheet of paper to ask staff members about their needs. Specialized for identifying problems in both existing workflows and planned business processes, this Survey is ideal for collects information from staff members about all aspects of the loan management processes and workflows they want to automate.

Account & Loan Origination Survey Overview

      Specially formulated questions ensure no important business requirements or business problems "slip through the cracks".  All are in a quantitative format that guarantees staff (user) responses will be meaningful, consistent, and easy to compare. All questions are professionally prepared by application specialists to address BOTH the STANDARD processes and EXCEPTION CASE functions and workflow requirements.

      Identify BOTH When and Where Problems Occur

      Unlike other Surveys that try (and fail) to gather useful workflow and requirements data about complex loan management system features, Survey Masters are not constrained to the use of summary-level "Yes" or "No" answers. This Survey Master uses a Feature Support Matrix (FSM) that identify BOTH WHERE and WHEN problems occur in a given process. This Survey Master function is useful during loan management BPR, software selection, AND workflow design/system implementation phases of large projects because it enables effective Earned Value Management through detailed cross-referencing of user needs, software functionality, and vendor invoicing.

      Easily Collect Information for All Processes

Completely Customizable

      Unlike many other survey systems, a Survey Master can be customized easily and quickly

Account and Loan Origination Survey -
$199.00 US         (Secure Checkout)
            If you have questions, please email

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