We ask for reviews already.

You ask when you remember, which is after the good jobs and never after the busy weeks. A rating moves on consistency — every job, not the memorable ones.

Is automated contact compliant in finance?

The machine handles enquiry capture, scheduling and reminders — it does not give credit advice or make recommendations. Everything regulated stays with you, and the audit trail is stronger than a notepad because every contact is logged.

What about clients whose pre-approval is expiring?

Expiry dates drive a campaign automatically. It is the single most valuable list a broker has and it is usually only worked when someone remembers.

Mortgage brokers · STN 05 — Return

Five-star reviews,
on schedule.

A rate move produces a wave of enquiries in 48 hours, and they go to whoever responds inside that window. Asked automatically, at the moment the work is freshest. Without it, a rating built from whoever was annoyed enough to write unprompted — and for mortgage brokers and finance brokers, that adds up to $63,800 a year.

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What it is costing now

~~$63,800~~

a year for mortgage brokers and finance brokers. Struck through because it is recoverable.

Based on 4 unanswered enquiries a month at $3,800 average settlement value, of which 35% would have converted. Your leak audit uses your numbers, not these.

What changes

Asked automatically, at the moment the work is freshest.

Every completed job triggers a review request at the right moment — when the customer is happiest and the work is fresh. Reviews compound: they lift local ranking, they lift trust, and they lift the close rate on every enquiry that follows. On the line this sits at station 5, return — the point where enquiries either turn into settlements or quietly stop. Months between pre-approval and purchase. Without contact, the loan settles with someone else's broker.

The board — Mortgage brokers — return station

RUNNING

WedPre-approval expiring — 34 clientsCampaign9 replies
06:00Shift summary → principal's phoneReport3 consults booked
Tue 9:14Web form — refinance, $680kWeb formConsult booked
Tue 14:02Missed call — first home buyerMissed callCallback 14:07

How it runs

What review requests after every job changes for mortgage brokers

01
It asks at the right time
Straight after the work is done, not a fortnight later when the feeling has faded.
02
It makes it one tap
Straight to the platform that matters for your ranking. No hunting.
03
It catches problems first
An unhappy customer reaches you rather than the public page.
04
It keeps going
Every job, every week — which is what moves a rating, not a one-off push.

Straight answers

Review requests after every job for mortgage broking — questions people ask

We ask for reviews already.: You ask when you remember, which is after the good jobs and never after the busy weeks. A rating moves on consistency — every job, not the memorable ones.
Is automated contact compliant in finance?: The machine handles enquiry capture, scheduling and reminders — it does not give credit advice or make recommendations. Everything regulated stays with you, and the audit trail is stronger than a notepad because every contact is logged.
What about clients whose pre-approval is expiring?: Expiry dates drive a campaign automatically. It is the single most valuable list a broker has and it is usually only worked when someone remembers.

Same trade

Everything else that runs on a mortgage broker line

Same station

Review requests after every job in other trades

Mortgage brokers · Reviews + reputation

Find your leak
in 10 minutes.

We count what is leaking out of your pipeline right now and put a dollar figure on it. Free, ten minutes, no login, no obligation.

You see the number before you spend anything.