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How Mortgage Professionals Use Technology in 2026
Your input will help better understand how mortgage professionals use technology and AI in daily operations. The survey takes about 3 minutes.
1. On a scale of 1–10, how technologically advanced do you think the mortgage industry is?
1 – not advanced at all
10 – very advanced
2. On a scale of 1–10, how significantly has the industry changed in the last 3 years?
1 – no change
10 – very significant change
3. On a scale of 1–10, how well do you feel you have adapted to recent industry changes?
1 – not at all
10 – fully adapted
Current tools & tech adoption
4. Which digital tools do you regularly use? (select all that apply)
*Select one or more options
4.1 Which loan calculator do you use regularly? (select all that apply)
*Select one or more options
5. Do you feel comfortable adopting new technology?
6. Do you feel you receive sufficient training/instructions from technology providers?
1 – not at all
10 – fully sufficient
Efficiency & workflow
7. Which step of the loan process takes you the most time to complete? (select one)
8. On a scale of 1–10, how much do you feel technology has sped up your loan applications?
1 – not at all
10 – significantly
AI usage
9. Are you currently using AI in your mortgage work?
10. Which AI tools have you used? (select all that apply)
*Select one or more options
11. How impactful will AI be for the mortgage industry in the next 3 years?
1 - no impact
10 - transformative
Future plans & constraints
12. Do you plan to adopt any specific technology within the next 12 months?
12.1 How will these technologies be adopted? (select all that apply)
*Select one or more options
13. What are the main barriers to adopting new technology?
14. Which tools or processes do you plan to improve or adopt in the next 12 months? (select all that apply)
*Select one or more options
15. How important is it to have one integrated platform / portal when working with a lender?
1 - not important
10 - very important
16. Any comments or suggestions on technology or efficiency in mortgage lending?
17. Enter your email to receive 300 ADvantage loyalty points and the “Top 5 AI Broker Marketing Prompts”.
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Step: 
Survey Participation Terms
By participating in this survey, you agree to the following
Eligibility 
This survey is open to all mortgage professionals in the U.S., including both A&D Mortgage partners and non-partners. Only verified partners are eligible to receive loyalty points.

Rewards
Verified A&D Mortgage partners will receive 300 ADvantage loyalty points. All participants who provide an email address will receive "Top 10 AI Prompts for Mortgage Brokers."

One-Time Participation 
Participation is limited to one submission per person. If multiple responses are submitted, only the first response will be counted and eligible for rewards.

Email Use 
Email addresses are collected solely to verify eligibility and deliver rewards. 
Emails will not be used for marketing purposes or shared with third parties.

Confidentiality & Data Use 
All responses are confidential and will be analyzed anonymously. Individual answers will not be published or shared.

Survey Administration
A&D Mortgage LLC reserves the right to validate submissions and to modify or discontinue the survey at any time. Responses will be accepted through April 13, 2026, with the option to extend at our discretion.
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