This contact allows the test manager to debrief the tester and gives the tester an opportunity to describe any problems that may have arisen during the site visit. Debriefings will confirm that a test was performed and enable the supervisor to elicit information about the visit. Questions may include the loan representative's name, the interest rate quoted, the amount of time spent with the loan representative or other questions to clarify what the tester reports. Nearly every test will require some type of report form. Report forms are used to record information exchanged between the tester and the loan representative during the site visit.
Reports usually contain two sections.
The first section contains specific questions soliciting information such as whether an appointment was made, the time the visit began and ended, how long the tester waited for an interview, and which loan products were discussed. Appendix C provides a listing of examples of other questions that may be included in the first section of a testing report. The second section of a testing report would usually provide space for a tester's narrative, or a comprehensive description of the site visit. The narrative is particularly important because it can be used to validate the tester's responses to the specific questions in the first part of the report. The narrative should begin with the tester first contacting the lending institution, whether by telephone or in person, and should conclude with the tester leaving the institution.