Review Software for Mortgage Brokers
Software designed for a mortgage brokerage, not a generic SaaS dashboard. SMS-first, low admin, and a phone-friendly interface for when you're between first-time buyer mortgages.
14-day free trial · No setup fees · Cancel anytime
What the Software Does for Mortgage Brokers
Six features, all built around the same job: turn a finished application into a posted review with the least possible work from you. Nothing fluffy. Nothing you'd never use.
SMS review requests
Sent the moment you finish a application. SMS gets a 90%+ open rate within minutes.
Sentiment gate
Unhappy clients give private feedback. Only happy ones go to Google.
Automatic follow-up nudge
If a client doesn't respond to the first request, one polite reminder goes out a few days later. Then it stops — no nagging.
Private feedback inbox
Every low rating that didn't go to Google lands in your dashboard with its comment, so you can call the client back and fix the issue.
Conversion stats
See how many requests you've sent, how many clients clicked through, and how many actually posted a review.
Bulk import past clients
Upload a CSV of recent clients and send a one-off request to all of them — a fast way to bank a wave of reviews.
What Software Like This Solves for Mortgage Brokers
Generic CRMs treat a mortgage brokerage like a tech startup. Bespoke booking software costs hundreds a month and barely touches reviews. Below are the four specific problems this software was built to fix.
Clients only need you once every 2-5 years
Comparison sites offer mortgage deals directly
The process is stressful and lengthy — clients are exhausted by completion
First-time buyers don't know the value of a broker until they've used one
Top-ranking mortgage brokers typically have 30-80 Google reviews.
Why Mortgage Brokers Need Review Software in the First Place
Mortgage brokers save clients money and stress. But first-time users don't know that. Reviews about finding better rates, handling complex applications, and making the process painless convert sceptics into clients. Software solves the asking problem at scale — you can't do this by hand and run a business at the same time.
"mortgage broker near me"
Google shows the top three results for this search based heavily on review count, rating, and recency. Most clicks go to those three.
Trust signal
For a mortgage brokerage, reviews are the first social proof potential clients see — long before they ever talk to you.
Permanent asset
Unlike VouchedFor, Google reviews are free, owned by you, and don't disappear when you stop paying.
Designed Around the Reality of Mortgage Work
From the busy week of a mortgage broker juggling a first-time buyer mortgage and a remortgage on the same day, to the slow weeks — the software pulls its weight in both.
first-time buyer mortgage
A client who's just had a first-time buyer mortgage from you is the easiest review you'll ever ask for — when the moment is right. The system catches that moment.
remortgage
A client who's just had a remortgage from you is the easiest review you'll ever ask for — when the moment is right. The system catches that moment.
buy-to-let mortgage
A client who's just had a buy-to-let mortgage from you is the easiest review you'll ever ask for — when the moment is right. The system catches that moment.
self-employed mortgage
A client who's just had a self-employed mortgage from you is the easiest review you'll ever ask for — when the moment is right. The system catches that moment.
Mortgage Brokers Pricing — Simple and Flat
14-day free trial on the plan you choose. Card required. Cancel from the dashboard anytime.
Lite
Enough credits for around 30 applications a month.
- Up to 30 message credits per month
- SMS review requests
- Automatic follow-up nudges (can enable/disable)
- Sentiment gate (review filtering)
- Analytics dashboard
- Email support
Starter
Enough credits for around 150 applications a month.
- Up to 150 message credits per month
- SMS review requests
- Automatic follow-up nudges (can enable/disable)
- Sentiment gate (review filtering)
- Analytics dashboard
- Email support
Growth
Enough credits for around 300 applications a month.
- Up to 300 message credits per month
- Everything in Starter
- Priority support
Questions About the Software
What features does the software include for mortgage brokers?+
SMS review requests, an automatic follow-up nudge, sentiment-gated routing (so unhappy clients go to private feedback, not Google), a private feedback inbox, a stats dashboard showing requests sent and conversions, your existing Google reviews displayed in-app, and CSV bulk import. Nothing bolted on you'd never use.
Does it work on my phone?+
Yes — that's the point. The whole interface is built to be used between applications on a phone. Add a client in under 15 seconds.
What's the difference between this and free Google review request links?+
A static link doesn't get sent, doesn't filter unhappy clients out, and doesn't tell you who hasn't reviewed yet. The software does all three.
Can I cancel anytime?+
Yes. Monthly rolling — cancel from the dashboard with one click. No retention calls, no contracts to wriggle out of.
Software that earns its keep — for mortgage brokers.
No setup fees, no annual contracts, no per-seat pricing. Just the features that move your review count up and your admin down.
Try the Software14-day free trial · No setup fees · Cancel anytime
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Further reading
Articles from the blog that go deeper into the topics on this page.