Case Study: New American Funding Grows Local Business with SocialSurvey

Socialsurvey Helps New American Funding Grow Revenues by Winning in Local Markets

New American Funding, a top 10 independent mortgage lender with more than 180 locations nationwide, needed a better way to increase local business for its loan officers by turning customer feedback and online reviews into effective marketing assets. The company was looking for a stronger reputation-management approach than its home-grown system could provide, and partnered with SocialSurvey to improve how it captured and used customer reviews.

SocialSurvey implemented its Experience Management platform across New American Funding’s 1,200 loan officers, enabling them to collect reviews after closing, share them across channels, and monitor performance through a centralized dashboard. The results were significant: New American Funding grew from fewer than 4,000 reviews to nearly 101,000, achieved a 4.90-star average rating and a 92 Net Promoter Score, and expanded its LendingTree reviews from under 1,500 to over 41,000.

New American Funding

Rick Arvielo

Co-Founder