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Data Points:
- Company
o All compared companies where related media traffic is purchased must be listed
o Include MortgageQuoteToday or any other site where this matrix is used
- Online Quotes
o Column Definition
o Does the primary company website associated with the company offer online mortgage quotes
o Data Definition – a mortgage quote only pertains to the refinance product.
o Yes
- The website offers consumers the ability to request a mortgage quote online
o No
- The website does not offer consumers the ability to request a mortgage quote online
o Data collection process
o Identify primary company website
- Search for company name in Google, Yahoo and MSN
- Type in company name removing all spaces and adding “.com” to the end
- Ensure we have identified the official company site
o Search homepage for any readily identifiable quote generating engine
- Defined by the presence of a quote box or a link to a quote page on the homepage
o Visitor will do a visual search along with a “find” query for the term “quote”
- Visitor will take a screenshot of the homepage
- Form Length
o Column Definition
o How long is the online quote form
o Data Definition
o Long
- Online quote form is 30 or more questions
o Medium
- Online Quote form is between 22-29 questions
o Short
- Online Quote form is less than 22 questions
o N/A
- Company does not have an online quote process
o Data Collection Process
o Visitor will go to the previously identified Online Quote section on the company’s landing page
o Visitor will go through the online quote process
- Screenshots must be taken of every step
o Visitor will count the number of questions in the online quote process
- Question is defined as any instance in which the visitor to the site has to input, change or in any way modify a field on the page in order to fill out the quote form
- Requires SSN
o Column Definition
o Does the Online Quote process require you to enter a Social Security number
o Data Definition
o Yes
- The online quote process does require a visitor to enter a social security number in order to get a quote
o No
- The online quote process does not require a visitor to enter a social security number in order to get a quote
o N/A
- Company does not have an online quote process
o Data Collection process
o Visitor will go to the previously identified Online Quote section on the company’s landing page
o Visitor will go through the online quote process
- Screenshots must be taken of every step
o Visitor will identify any question in which the users social security number is necessary to continue the quote process
- Secured Site
o Column Definition
o Does the company provide logos to ensure security of users data (e.g. Verisign, SecureRights, etc)
o Data Definition
o Extensive
- Company’s quote process shows 2 or more security logos
o Limited
- Company’s quote process shows 1 security logo
o N/A
- Company’s quote process may not be secure
o Data Collection Process
o Visitor will go to the previously identified Online Quote section on the company’s landing page
o Visitor will count the number of different security logos and screenshots must be taken of each logo.
- Compare Multiple Quotes
o Column Definition
o Does the Online Quote process provide more than 1 quote
o Data Definition
o Yes
- User can or will obtain multiple quotes through one quote session
o No
- Only 1 quote is provided
o Data Collection Process
o Visitor will look for any wording throughout the Online Quote to determine the number of quotes provided per one session. In the event there is no wording, visitor will assume only 1 quote is provided.
o Visitor will take a screen shot of any wording that reveals multiple quotes.
- Local Offices
o Column Definition
o Does the company have local offices or agents in the top 10 US states defined by population
o Data Definition
o Extensive
- Local offices in 7 or more of the states
o Limited
- Local offices in 3 to 5 of the states
o Low
- Local offices in less than 3 states
o Data Collection
o Top 10 States as defined by the US Census Bureau’s latest population forecasts
- http://www.census.gov/popest/states/NST-ann-est.html
o Visitor will go to the company’s home page and search for any reference to “branches”, “agents”, “locations”.
- Visitor will go to the associated data entry area or link and search for company representatives in the 10 states as defined above
- Screenshots to be taken at every page
- Online Policy Management
o Column Definition
o Once a mortgage loan is acquired through the partner can you manage your policy online
o Data Definition
o Yes
- Mortgage loans with the respective company can be managed online
o No
- Mortgage loans with the respective company cannot be managed online
o Data collection process
o Visitor will go to the company’s home page and look for any “login” related data entry section or links
- Online policy management is defined by the presence of a “login” capability on a webpage
- Do a “find” function on the page linking for “login”, “username” or “password” related links
- Explore all possibilities and take a screen shot of the login, if applicable.
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