Dealer Referral Survey

Please answer the following questions about your relationship with dealers for referrals and application processes.
Name: 


  1. Who are your dealer referral sources?


  1. How often do you reach out to your referral sources to check in?
    Monthly
    Quarterly
    Yearly
    Never


  1. Briefly describe the step-by-step process you use when processing a dealer app?


  1. How do you receive the app? Select all that apply.
    E mail
    Fax
    Sharefile
    Other


  1. Do you sell ancillary products when working with dealer referral sources?
    (Do dealers allow us to sell our products?)


  1. How do you establish a relationship with a new referral source?


  1. Is there anything else you would like for us to know?





Raymond Mayhew