![Brooks A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brooks A.")
BA

Brooks A.

Chief Risk Officer

Financial Services

Mid-Market (51-1000 emp.)

4/29/2026

"Solid Data Collection, But Don’t Skip the Compliance Review"

5/5

What do you like best about eSurvey?

Coming from a lending and financial risk background at Apex Lending Group, I need survey tools that can handle complex logic without breaking a sweat. eSurvey surprised me with how well it manages branching and piping, which we use heavily for borrower feedback loops and internal compliance checks. The multi platform support is a genuine asset because we still rely on paper questionnaires for certain older borrower demographics, while our younger team members prefer mobile surveys on their Android devices. The voice capture module is something I initially dismissed as a gimmick, but after using it to collect qualitative feedback from our regional loan officers, I see the value. Hearing someone’s tone or hesitation can tell you more than a scaled response ever could. The reporting tools export cleanly to SPSS, which matters when our analytics team runs regression models on borrower satisfaction data. For a mid sized financial services firm, the feature set is surprisingly deep without feeling bloated. Review collected by and hosted on G2.com.

What do you dislike about eSurvey?

Customer support was responsive but often directed us to knowledge base articles we had already read, rather than offering hands on troubleshooting. For a tool that markets itself to enterprise users, I expected a more consultative onboarding experience. Review collected by and hosted on G2.com.

What problems is eSurvey solving and how is that benefiting you?

Our biggest headache before eSurvey was managing fragmented feedback channels. We had paper surveys sitting in branch offices, email based polls that got ignored, and occasional phone interviews that never got standardized. That patchwork approach created compliance risks because we could not reliably demonstrate that we were collecting borrower feedback in a consistent, auditable way. eSurvey gives us one unified platform to design, distribute, and store all survey data. The advanced logic ensures that borrowers only see questions relevant to their specific loan type or situation, which reduces survey fatigue and improves completion rates. For me as Chief Risk Officer, the most important benefit is traceability. I can pull a complete audit trail showing when a survey was sent, how it was completed, and what logic paths were followed. That level of documentation makes our internal audits and regulatory reviews much smoother. We have also started using the voice capture feature for post origination interviews with commercial lending clients, and the qualitative insights have directly shaped how we structure certain loan products. The tool is not perfect, and the implementation requires patience, but for a financial services firm that takes compliance and data integrity seriously, eSurvey delivers where it counts. Review collected by and hosted on G2.com.

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4.3 out of 5 · Verified reviews from real users

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