What it does
In the mortgage business, your next borrower usually comes from your last one — and from the realtor partners who watched you deliver. Review Harvesting Automation turns every closed loan into public proof that you do the job right. The moment a file funds, the system reaches out to the borrower while the relief and gratitude of getting to the closing table are still fresh, and it asks for a review at exactly the right time, every time.
- Triggers a review request automatically the day a loan closes — the peak-happiness window
- Routes 4- and 5-star clients straight to your Google Business Profile and Facebook page
- Privately intercepts anything lukewarm and sends it to the owner or branch manager first
- Sends polite follow-up nudges to borrowers who opened but didn’t leave a review
- Tracks request, open, and completion so you can see your review velocity at a glance
Review collection after a closing
The loan officer means to text the borrower for a Google review but gets buried in the next file, and the request never goes out.
The borrower gets a perfectly timed, personalized review request the day the loan funds — and posts publicly within hours.
How it works for a mortgage firm
The borrower journey ends at the closing table, but their value to your pipeline is just beginning. When a loan moves to the closed/funded stage in your CRM, Review Harvesting Automation fires a friendly SMS and email thanking the borrower and asking how the experience went. Happy borrowers are sent directly to your Google and Facebook review links with one tap — no hunting for where to post. Borrowers who signal frustration are quietly routed to a private feedback form that lands in the owner’s inbox, so you can make it right in a phone call instead of reading about it publicly a week later.
For the loan officer, this runs entirely in the background. You close the loan and move on to the next pre-qual; the system handles the ask, the routing, and the follow-up. Over a quarter, that turns a trickle of sporadic reviews into a steady, dated stream that makes your profile look active and trustworthy — the kind of profile a realtor checks before sending you their next buyer.
What’s included in the snapshot
- A post-closing review request workflow wired to your closed/funded pipeline stage
- Pre-written, mortgage-appropriate SMS and email templates you can edit in your own voice
- Smart routing that splits happy clients (public) from unhappy clients (private owner alert)
- A private feedback capture form for at-risk reviews
- Automated follow-up nudge sequence for non-responders
- Direct-link buttons to your Google Business Profile and Facebook page
- Reporting tags so you can measure requests sent vs. reviews earned
Because it shares the same contact records as your CRM & Workflow Automations and SMS Automation modules, every review request inherits the borrower’s consent status and contact details automatically — no separate list to maintain.
Compliance & control
All review outreach respects the borrower’s messaging consent captured at lead intake under TCPA, and every SMS includes a STOP opt-out. The system asks for honest feedback about the borrower’s experience only — it never quotes rates, never promises approvals, and never ties a review to any loan term. You stay in full control of templates, timing, and which stage triggers the ask.
When exactly does the review request go out?
When a loan moves to your closed/funded pipeline stage. You can add a short delay so it lands a day or two after closing, while the borrower's gratitude is still high but the paperwork stress has faded.
What happens if a borrower is unhappy?
Their response is routed to a private feedback form that alerts the owner or branch manager directly, so you can resolve it personally before any public review is posted.
Can I send requests to borrowers I closed before installing the snapshot?
Yes. Past borrowers already in your CRM can be enrolled into the review request workflow in a controlled batch, so long as they previously consented to messaging.
Does this only work for Google reviews?
No. Happy borrowers can be routed to your Google Business Profile, your Facebook page, or both, and the same module pairs with Google Business Reply Automation to keep responses flowing once reviews land.