Windsor Advantage Benefits | SBA Lending Solutions

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Services
Benefits
Programs
Company
- About the LSP
Resources
Contact
ACCEL

We Want to Hear From You

Thank you for being a valued windsor advantage customer

Customer Feedback Survey

Please fill out the following survey to help inform us of how Windsor Advantage can help make your institution more successful.

Enter your name(Required)

Enter your email address(Required)

Enter your organization(Required)

Enter your email job title(Required)

Why did your institution initially engage Windsor to be its Lender Service Provider?(Required)

How satisfied are you with Windsor Advantage's collaboration with your institution on developing a successful SBA strategy?(Required)

Highly Satisfied	Somewhat Satisfied	Neutral	Somewhat Dissatisfied	Highly Dissatisfied

How satisfied are you with Windsor Advantage's communication with the BORROWER throughout the loan process?(Required)

Highly Satisfied	Somewhat Satisfied	Neutral	Somewhat Dissatisfied	Highly Dissatisfied

How satisfied are you with Windsor Advantage's communication with the LENDER throughout the loan process?(Required)

Highly Satisfied	Somewhat Satisfied	Neutral	Somewhat Dissatisfied	Highly Dissatisfied

How satisfied are you with the time it takes to get a loan through the process and approved?(Required)

Highly Satisfied	Somewhat Satisfied	Neutral	Somewhat Dissatisfied	Highly Dissatisfied

Does your institution have an initiative to grow your SBA portfolio?(Required)

Yes

Undecided

What do you feel is the biggest obstacle to growing your SBA portfolio?

Why does your institution not want to grow its SBA portfolio?

How do you currently find new SBA borrower opportunities?(Required)

Which of the following loan growth strategies would you institution be interested in focusing on more? (Check all that apply)(Required)

Targeting specific industries

Brokers

Targeting franchise opportunities

Developing a small loan program

Utilizing Lender Match

Other

Please Explain:

Do you feel you have the marketing & sales tools necessary to grow your SBA portfolio?(Required)

Yes

Which marketing & sales tools would help you to be more successful?

Currently, what do you feel is your biggest need in 2022 to help you succeed in SBA lending?(Required)

What more can Windsor do to help you meet your institution's growth goals for 2022?(Required)

Which additional training topics would you be interested in? (Check all that apply)(Required)

Originations

Underwriting

Packaging & Closing

Compliance

Servicing

Liquidations

Other

Please explain:

How would you prefer to receive educational information from Windsor Advantage? (Check all that apply)(Required)

Webinars

Email Newsletters

Articles

Personal meeting with a Windsor consultant

Other

Please explain:

Do you have any questions or additional feedback for Windsor Advantage?

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We Want to Hear From You

Thank you for being a valued windsor advantage customer

Customer Feedback Survey

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