Features · reviews
More loan officer reviews, the honest way.
Ask every closed borrower at the right moment with a one-tap link, send one reminder, and show real reviews on your site with their source and date. No fakes, no gating, no incentives.
Sample message
How it works
How does the reviews engine ask for reviews?
Loan closes
You mark it closed in the CRM (or it syncs from your pipeline stage).
The ask
A short text and email with a one-tap link to your chosen review profile.
One reminder
A few days later, once. Stops the moment they click.
Shown on your site
Reviews display with source and date, updated regularly.
Stay on the right side
What are the rules for mortgage reviews and testimonials?
The FTC's rule on consumer reviews (16 CFR Part 465) bans fake reviews, bought reviews and certain suppression; platforms add their own rules. Here's the short version — read the FTC rule for the details.
Ask every closed borrower the same way
Selective asking ("only the happy ones") can skew reviews; a consistent ask is fairer and simpler.
Never write, buy or fake reviews
The FTC rule bans fake reviews and testimonials, including ones from people who weren't customers.
Don't pay or reward only positive reviews
Incentives conditioned on a positive review are prohibited.
Show reviews with source and date
Let visitors see where a review came from, and don't edit its meaning.
Don't hide negative reviews you display elsewhere
Suppressing honest negative reviews on a platform you control is also covered by the rule.
Follow each platform's own review rules
Google, Zillow and others have their own policies on asking for reviews.
FAQ
Reviews questions
How do loan officers get more reviews?
By asking every closed borrower, at the right moment (soon after closing), with a one-tap link to the review profile you choose — then a single friendly reminder. The reviews engine automates the ask and reminder; you approve the wording.
Which review site should I ask borrowers to use?
Usually your Google Business Profile if your company allows one, or whichever profile you personally own and your company approves. Reviews on profiles you own move with you if you switch companies.
Can my website show my reviews?
Yes — real reviews with their source and date. We never invent or edit reviews; on our own site you'll see clearly labeled samples because we're a new company.
What if I get a negative review?
Reply calmly and factually without sharing private loan details. We provide reply templates your compliance team can approve.
What is the FTC rule on fake reviews?
The FTC's Trade Regulation Rule on the Use of Consumer Reviews and Testimonials (16 CFR Part 465) bans fake reviews and testimonials, buying reviews, certain review suppression and conditioning incentives on positive sentiment.
Can I offer a gift card for a review?
Rewards that depend on a positive review are prohibited, and platforms such as Google don't allow incentivised reviews at all. We don't build incentive programs into the reviews engine.
Can I only ask happy clients?
Some platforms prohibit "review gating" (filtering who gets asked based on sentiment). We ask every closed borrower consistently.
When is the review request sent?
After you mark a loan closed in the CRM (or on a schedule you choose), with one reminder a few days later. It stops when they click.
Which plans include it?
Moving Day and Own Shop; on First Desk it's $39/mo.
Launch day in 5 business days
Real reviews, asked every time.
Switch on the reviews engine with your plan or as an add-on.
No payment on the form · Monthly plans cancel any time · Reply within 4 business hours