Broker Workflow & Customer Psychology Discovery

Help us understand what would genuinely make broker work feel easier.帮我们看见您和客户真正需要的“省心”。

This survey captures more than time spent. It helps us understand client expectations, stressful workflow moments, buying triggers, and the outcomes brokers would pay for.这份问卷不只是统计您花了多少时间，也会记录客户期待、焦虑时刻、购买触发点和愿意付费的结果。很多真正的产品需求藏在“我不想再担心这个”的瞬间。

Q1: In your daily workflow, which tasks drain the most energy?*Q1: 在您的日常工作中，哪些环节最消耗您的精力？基础资料收集 (Fact Find & Data Collection)多系统重复录入 (Double data entry across CRM/Lenders)核心文档核对与防错 (Compliance & Document Verification)助理流动性大/培训成本高 (Assistant turnover/training)无法即时响应客户咨询 (24/7 lead response)邮件处理：花费大量时间查看、整理和回复邮件 (Email review & replies)手动填写各银行 Serviceability Spreadsheet (Manual lender serviceability spreadsheet entry)手动同步数据至 Quickli 并分析结果 (Manual Quickli data sync and result analysis)跟进银行审批进度（邮件沟通）(Following up lender approval progress via email)其他让您心累的细节 / Other matters:

Q2: On average, how much time do you and your team spend on pure admin or data entry per case?*Q2: 平均每个 Case，您和您的团队在“纯行政/数据录入”上花费的时间大约是？

单选 Single choice

2小时或以下 (2 hours or less)2-5小时 (2-5 hours)超过5小时 (More than 5 hours)

Q3: Do you currently have admin assistant support, and what is the monthly cost range?*Q3: 目前是否有行政助理支持？月度支出范围是？

单选 Single choice

没有助理 (No assistant)海外助理（$1,500 - $3,000）(Offshore assistant, $1,500 - $3,000/month)本地助理（$4,000+）(Local assistant, $4,000+/month)较大团队，配有多名助理 (Larger team with multiple assistants)

Q4: Monthly case volume*Q4: 月案件量

单选 Single choice

10个以下 (Below 10)10-30个 (10-30)30-50个 (30-50)50-100个 (50-100)

Q5: If you had an AI assistant, what outcome would you really be buying?*Q5: 如果有一个 AI 助理，您真正想买的是哪种结果？

多选 multiple choices

客户希望更快得到“下一步”确认，而不是等回电 (Clients want faster next-step confirmation instead of waiting for a callback)我希望少出错，减少返工和合规焦虑 (I want fewer errors, less rework, and less compliance anxiety)我希望把时间留给客户关系和成交，而不是后台录入 (I want to spend time on client relationships and settlements, not admin entry)团队需要在高峰期也保持稳定交付 (The team needs stable delivery even during peak periods)我想让客户感觉我们更专业、更有掌控感 (I want clients to feel we are more professional and in control)我需要更清楚地知道每个 case 卡在哪里 (I need clearer visibility on where each case is stuck)我想降低对单个助理经验的依赖 (I want less dependency on one assistant’s experience)

Q6: Which moment most often makes you think, “this needs a smarter system”?*Q6: 哪个时刻最容易让您感觉“这里需要一个更聪明的系统”？

单选 Single choice

客户提交资料后，我担心回复不够快 (After clients submit documents, I worry our response is not fast enough)递交前，我担心文档/数字有遗漏 (Before submission, I worry documents or numbers may be missing)银行审批等待期，我担心客户反复追问 (During lender approval, I worry clients will keep chasing updates)助理请假或离职时，我担心流程断掉 (When an assistant is away or leaves, I worry the workflow will break)业务增长时，我担心后台跟不上前台获客 (When business grows, I worry admin delivery cannot keep up with lead generation)

Q7: What result would most likely make you seriously try or pay for the tool?*Q7: 什么结果最可能让您愿意认真试用或付费？

单选 Single choice

当每周能稳定省下 5+ 小时 (When it can reliably save 5+ hours per week)当它能减少合规/文档错误风险 (When it reduces compliance or document error risk)当客户体验明显更快、更专业 (When the client experience is clearly faster and more professional)当它比新增助理更便宜且更稳定 (When it is cheaper and more stable than hiring another assistant)当它能直接提升转化率或复购推荐 (When it directly improves conversion, repeat business, or referrals)

Q8: If a tool is genuinely valuable, what would you be most willing to pay for?*Q8: 如果一个工具真的有价值，您更愿意为什么付费？

多选 multiple choices

愿意为“少出错/更安心”付费 (Willing to pay for fewer errors and more peace of mind)愿意为“客户回复更快”付费 (Willing to pay for faster client replies)愿意为“少请人/少培训”付费 (Willing to pay for less hiring and less training)愿意为“成交更多 case”付费 (Willing to pay for closing more cases)只有价格足够低才会尝试 (Would only try it if the price is low enough)

Q9: If one back-office task could be automatically handled by tomorrow morning, what would you choose?Q9: 如果明天早上醒来，有一件后台工作已经被自动处理好了，您最希望是哪一件？

可选 Optional

Q10: Do you currently use AI in your work cases?*Q10: 您目前是否会在工作 Case 中使用 AI？

单选 Single choice

是 (Yes)否 (No)

Q11: Your contact number and work email*Q11: 您的联系电话和工作邮箱

We will only use this information to follow up with relevant workflow improvement suggestions or send the guide.
我们只会用这些信息跟进相关流程优化建议或发送指南。

Name*

Contact number

Work email*