Platform · reviews engine

Mortgage review requests that go out every time

Closing day is when borrowers love you most — and when you're busiest. The reviews engine sends the thank-you and the review link for you, to every closed borrower, the same way.

Included in Funnel StackAdd-on $49/mo

Sample reviews · illustrative, not real customers

  • Text messagenow
    VA funnel Sample

    Booked two VA calls from the weekend quiz before I even checked my phone Monday.

    Sample — loan officer, Texas

  • Email2m
    Full Library Sample

    Round-robin routing finally stopped leads sitting in one person's inbox.

    Sample — branch manager, Ohio

  • Text message5m
    Refi funnel Sample

    Rates dipped and the refinance page was already live. We just hit send to past clients.

    Sample — broker owner, Arizona

  • Chat9m
    AI website chat Sample

    The chat books calls at 10 pm and tells borrowers it can't quote rates. Exactly what I wanted.

    Sample — loan officer, Florida

  • Email12m
    Compliance Sample

    They flagged a trigger term in my own ad copy before it went to my compliance team.

    Sample — loan officer, Georgia

  • Text message20m
    DSCR funnel Sample

    Investors actually use the DSCR check. The scenario notes save me ten minutes a call.

    Sample — team lead, Colorado

How it works

How do loan officers get more reviews?

Ask every closed borrower, at the right moment, with a one-tap link. A personal thank-you a day or two after closing, one link to your review profile, one reminder — sent to everyone, not just the borrowers you expect to be happy.

  1. 01

    Loan closes

    You mark the loan as closed in the CRM (or the pipeline stage moves).

  2. 02

    Thank-you text

    A personal thank-you by text and email, with consent, a day or two after closing.

  3. 03

    Review link

    One tap to your Google Business Profile (or another platform you choose). Everyone gets the same ask.

  4. 04

    Gentle reminder

    One reminder a few days later, then nothing. No pestering.

  5. 05

    Reviews wall

    Your public reviews shown on your site, linked to their source.

Infographic with Tenzo the fennec fox: From closing to five stars — Loan closes, Thank-you text, Review link, Reviews wall

The rules

Reviews you can stand behind

  • Same request to every closed borrower — no review gating.
  • No incentives for reviews.
  • No fake or AI-written reviews — the FTC rule on consumer reviews (effective 2024) prohibits them.
  • Replies never reveal loan details.
  • Rating schema only for real, visible reviews.

Moments worth a review

Keys handed over, boxes unpacked. The request arrives while the feeling is fresh — and your reviews wall turns those moments into trust for the next borrower checking you out.

A family unpacking boxes in the kitchen of their new home

FAQ

Reviews engine questions

Can't find it? Search every answer or ask the funnel desk.

How do loan officers get more reviews?

By asking every closed borrower, at the right moment, with one tap to the review site. Most happy borrowers never think to leave a review; a short, personal ask a day or two after closing — and one reminder — makes it easy.

Can I only ask happy clients for reviews?

Don't. Filtering who gets asked based on expected sentiment ("review gating") is discouraged by Google and can create problems under the FTC's rules on consumer reviews. The reviews engine sends the same request to every closed borrower.

Can I offer a gift card for a review?

Incentivised reviews create disclosure and platform problems; Google prohibits them, and the FTC rule restricts incentives conditioned on sentiment. We don't set up incentives.

Which review sites do you support?

Usually your Google Business Profile, because borrowers and AI assistants see it most. We can point the link to another platform your company prefers, such as a lender profile on Zillow.

Will reviews show on my website?

Yes. A reviews wall displays your public reviews with a link to the source, so readers can verify them. We never mark up reviews with rating schema unless they are real, visible and collected properly.

What about negative reviews?

You get notified, and we help you write a calm, compliant public reply that never reveals a borrower's private loan details.

Is the reviews engine included?

It is included in Funnel Stack and Full Library, and available as an add-on for $49/mo on Single Funnel.

Why are the reviews on this site labelled "Sample"?

Because we are a new brand and won't present invented testimonials as real. Sample reviews are written by us to illustrate; real client reviews will be shown with their source as they arrive.

Next stage: booked

Every closing, a chance at five stars

The reviews engine is included in Funnel Stack and Full Library. Book a call to set it up with your review profile.

Free 25-minute call · month-to-month plans · no ad spend required to start

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