Send Survey

To send a survey to a customer, open the contract form, click the toggle button on the right in the task row, and click the "Send" button.

The CCA suggests the following timeline for sending out surveys:

Start of loan survey - The first survey should be sent within two weeks of starting the loan.

Mid-term loan survey - For loan terms over 25 weeks, mid-term surveys are recommended.

End of loan survey - The final survey is sent 2 weeks before/after completion of the loan.