inStream Mortgage Opportunity Survey

* Name

* Firm

	1 (Not at all likely)	2	3	4	5	6	7	8	9	10 (Extremely Likely)
* How likely are you to recommend inStream to other advisors?

Please rank (1-4) the following in order of interest:

Analytics and Alerts
More Marketplace Opportunities
More calculators
Additional Planning Tools

We’re introducing mortgage opportunities to our Marketplace, and would like your feedback. Our mortgage opportunities lets you anonymously request real-time quotes, and gives you the opportunity to easily coordinate the mortgage process for your clients.

Last year, how many clients did you assist in closing on a new mortgage( either refinance or purchase)?

None

1 to 5

6 to 10

More than 10

What methods do you currently use to help a client find a mortgage professional?

Mortgage related website

Search engine

Existing relationship with a mortgage professional

Referral from peers

Rank the following features (1-4), in terms of how much value they would add to your business.

Real time anonymous mortgage quotes
Vetted network of mortgage professionals
Alerts about mortgage related opportunities
Streamlining mortgage applications

Are you comfortable reaching out to mortgage professionals you've never met before?

Yes

No

If you had the tools to easily spot mortgage opportunities and assist your clients through the mortgage process, how likely would you be to do so?

Do you have any comments/suggestions on mortgage opportunities in the Marketplace?

Aside from mortgage opportunities, do you have any comments/suggestions on how we can improve inStream?