Last updated 6 months ago
Was this helpful?
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.
