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San Ramon, Calif. – May 4, 2020 – SocialSurvey, a leading provider of experience management software, today announced America’s top mortgage companies for customer satisfaction in 2019. Competition was fierce with more than one million reviews of 30,000 individual loan officers from over 200 companies being scored, by far the largest data set in the mortgage industry.

The results are based on survey completion rates, the number of reviews, and the star ratings submitted to the SocialSurvey platform by verified customers. To ensure integrity, the SocialSurvey experience management platform is connected directly to each company’s loan origination system to enable the automatic sending of customer satisfaction surveys after closing to every individual listed on each loan application with a unique email address. As a result, it is not possible for lenders or loan originators to choose who receives a survey. SocialSurvey used a proprietary algorithm and weighting to arrive at the final results.

For fairness, mortgage companies were grouped by the number of individuals registered for the SocialSurvey experience management platform. Award winners are broken out into four categories based on number of loan originators: Jumbo (400+), Large (199 – 399), Medium (80 – 199) and small (less than 80). SocialSurvey is thrilled to announce:

America’s top mortgage companies in 2019 for customer satisfaction are:

  • Jumbo: Primary Residential Mortgage, Inc. (repeat winner)
  • Large: The Mortgage Firm (2018 winner in the Medium category)
  • Medium: Mason-McDuffie Mortgage Corporation (2018 winner in the Small category)
  • Small: RWM Home Loans

America’s Top 40 Award Winners

SocialSurvey also announced America’s top 10 mortgage companies for customer satisfaction in the
Jumbo, Large, Medium and Small categories. Besides the winners in each category, there were nine
other honorees, listed alphabetically.

Top 10 Jumbo (400+ Users)
Primary Residential Mortgage (Winner)

AmCap Mortgage
American Financial Network
Bay Equity Home Loans
Cardinal Financial
Fairway Independent Mortgage Corporation
Finance of America Mortgage
New American Funding
Paramount Residential Mortgage Group
Stearns Lending

Top 10 Large (199 – 399 Users)
The Mortgage Firm (Winner)

Embrace Home Loans (2018 Winner)
Envoy Mortgage
Freedom Mortgage
Nova Home Loans
Planet Home Lending
Prosperity Home Mortgage
Summit Funding
TowneBank Mortgage
USA Mortgage

Top 10 Medium (80 – 199 Users)
Mason-McDuffie Mortgage (Winner)

American Bancshares Mortgage
Assurance Financial
Castle & Cooke Mortgage
Draper And Kramer Mortgage
First Community Mortgage
Inlanta Mortgage, Inc.
MiMutual Mortgage
Presidential Bank Mortgage
Thrive Mortgage

Top 10 Small (Less Than 80 Users
RWM Home Loans (Winner)

Central Bank of St. Louis
Essex Mortgage
First Financial Bank
Hometrust Mortgage Company
Mortgage Financial Services
Premier Nationwide Lending
Priority Mortgage
Summit Mortgage
The Mortgage Company

In a separate press release, SocialSurvey also announced the top 50 loan officers for customer satisfaction nationwide in 2019.

“Our unique benchmark celebrates those outstanding mortgage companies and loan officers who deliver consistent WOW-worthy experiences for their clients,” said SocialSurvey CEO, Scott Harris. “I’d like to congratulate the winners and all 40 companies for consistently delivering the industry’s highest level of experience-driven customer satisfaction. It’s an incredible achievement.”

For More Information

Additional resources can be found at: https://www.socialsurvey.com/2019-top-performer/. These include a 2019 Top Performers and Best Practices Guide for download and listings for 91 of the nation’s top mortgage companies and top 250 loan officers for customer satisfaction in 2019 as scored by SocialSurvey.

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