Clients research brokers online before calling
Most people shortlist mortgage brokers based on Google reviews before making contact. Your rating is often the first impression you make.
Mortgage Brokers
After every settlement, your pipeline should fill.
Testimo sends a review request after every settlement -- then collects testimonials and referrals through a single client flow. One settlement. Multiple assets. All automatic.
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Did you know?
88% of people trust online reviews as much as a personal recommendation
New clients choose their mortgage broker based on Google reviews and word of mouth before they ever make contact.
Sound familiar?
Referrals are your most valuable lead source
Happy clients are your best salespeople, but they rarely refer without a prompt. Testimo's Referral block asks at exactly the right moment -- after settlement, when excitement is highest.
Settlement stories are powerful but uncaptured
A first home buyer who just got the keys has a story every future client wants to hear. Testimo's Testimonial block captures it with permission, ready for your website and proposals.
Your competitors look more established
A broker with 60 reviews and a 4.9 rating wins the search over one with 8. Testimo builds that profile consistently after every settlement.
Testimo fixes all of this automatically.
Recommended Customer Flow
These blocks work best for your business type. Toggle them on in Settings in under 5 minutes.
Google Review
Every customer gets a direct Google review link
Testimonial
Customers write a testimonial for your website
Referral
Happy customers refer a friend
Three steps. More 5-star reviews.
Step 01
Settlement complete
Loan settled, client in their new home. Add them to Testimo while the positive experience is still fresh.
Step 02
Review request sent
A warm message goes to the client with a direct Google review link while the emotion of settlement is still high.
Step 03
Same link for every client
Every client receives the same Google review link. Private feedback runs in parallel for anything that needs follow-up.
What this looks like for your business
A first home buyer settles on Friday. The review request goes out that afternoon while they are still celebrating. They leave a detailed 5-star review. New clients find it when searching for mortgage brokers in your area.
A happy client refers their sibling through the flow right after settlement. The referral lands in your contacts. New client, zero marketing spend.
A client writes a testimonial about how you made buying their first home less stressful. You use it in your next proposal. It converts better than any brochure.
Features
Everything you need to grow your reputation
SMS and email review requests
Send a review link automatically after every job, by text or email, whichever your customers prefer.
Private feedback channel
Customers can send feedback directly to you alongside their public review so you can follow up fast.
AI reply suggestions
Respond to every review in seconds with AI-written replies that sound like you, not a robot.
QR code generator
Print a QR code for your van, reception desk, or invoice. Customers scan and review instantly.
Employee leaderboard
See which team members are generating the most reviews and motivate your crew to keep asking.
Website review widget
Embed your best Google reviews on your website to build trust with visitors before they call.
Questions from Mortgage Brokers
Right after settlement -- the emotion is high, the experience is vivid, and the client is at peak satisfaction. That is the window Testimo targets automatically.
Also built for...
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No contracts. No complicated setup. If you can send a text, you can use Testimo.
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