How to Get More Reviews as a Mortgage Broker

Posted by Hannah Lapin on Sep 27, 2023 1:50:30 PM

Green White Bold Photocentric Youtube ThumbnailIn the competitive world of mortgage brokers, online reviews are essential for your mortgage business. Positive reviews not only build trust with potential clients but also boost your credibility and visibility on the internet. Conversely, a lack of reviews or negative feedback can deter potential customers. So, if you're a mortgage broker looking to enhance your online reputation and attract more clients, this guide is for you. We'll explore some effective strategies to help you get more reviews and build a stellar online reputation. You use your personal income to qualify for a conventional mortgage, and send in all your documentation, including your tax returns and financial statements. Some investors might be able to repeat this process when they finance their first few rental properties, but then what? In this post, we'll break down how many mortgages you can obtain through different kinds of lenders and financial tools you can use to build a large real estate investment portfolio. 


Why Reviews Matter for Mortgage Brokers

If you're looking to grow your mortgage brokerage business, reviews can help you build trust and credibility, differentiate you, and increase online visibility.

Trust and Credibility

Good reviews build trust and credibility with home buyers and other potential clients. When individuals are looking for a mortgage broker, they often rely on the personal recommendations of others to gauge the broker's reliability and competence. A strong track record of positive reviews can help establish trust with consumers.


The mortgage industry is competitive, and clients have many options to choose from. Good reviews can help a mortgage broker stand out from the competition. When clients see that others have had a positive experience, they are more likely to choose that mortgage broker over others.

Online Visibility

Online reviews can also impact a mortgage broker's online visibility. Search engines often take into account the quality and quantity of reviews when ranking websites. A broker with more good reviews may appear higher in search engine results, increasing their online presence and attracting more mortgage leads.

How to Get More Reviews 

There are a few ways to implement a mortgage review process. Here are some of the key steps you can take.

Provide Exceptional Service

This may sound obvious, but providing exceptional customer service is the foundation of any successful review strategy. You have to go above and beyond meeting expectations and exceed them. Here are some ways to make your clients very happy:

Actively Listen & Show Empathy

Pay close attention to your clients when they speak. Show empathy and understanding by asking clarifying questions.

Be Patient & Knowledgeable

Stay calm and patient, even in challenging situations. Some customers may be upset or difficult, and it is essential for you to stay composed and professional. Also be well-informed about your products and services. The more you know, the better you can assist clients with inquiries.

Personalize the Customer Experience

Address clients by their names and use the past interactions to tailor your responses. Offering additional assistance, providing a small discount, or sending a handwritten thank-you note are gestures that can make a big difference.

Work with All-Start Mortgage Companies

A crucial part of your client experience is related to the mortgage lender they work with. Make sure they work with a great mortgage lender and do what you can on your end to ensure a smooth process.


Ask for Reviews

Happy clients are unlikely to leave reviews without being prompted. Don't be shy about requesting reviews from them. After you have successfully closed on a home loan for them, send a polite and personalized email and kindly ask if they'd be willing to leave a positive review. Make the process simple and straightforward by providing direct links to your profile on review sites. It's also a good idea provide options of which review sites or industry forums to use.

Further, consider offering an incentive for positive reviews. This could be a discount on their next home loan and services or possibly a gift card. 

Optimize Your Online Presence 

Ensure your business listings on review platforms are up-to-date and complete with accurate contact information, professional photos, and a compelling business description of your services. Well-maintained profiles are not only more inviting and encourage engagement, but also they make it easier to find you through a simple Google search. 


How to Manage Your Online Reputation

Use online reputation management tools to monitor mentions of your business across the internet. A good free one is Google Alerts. Keeping track of your reputation online, allows you to solicit review from clients only once and manage reviews promptly. Here are some other tips to help you manage your reviews.

Respond to Reviews

Engage with your clients by responding to their reviews, both positive and negative. Thank those who leave positive feedback and address any concerns or issues raised in negative reviews professionally and constructively. This demonstrates your commitment to client satisfaction.

Handle Bad Reviews Offline

When you get a bad review, in addition to responding promptly and professionally, it is always a good idea to manage the review offline. Bad reviews will happen in the mortgage industry, and the entire internet does not need to know details of one past clients' bad experience. Simply respond something generic such as “Thank you for bringing this to our attention. We are very sorry about your experience and will do everything we can to fix it. We have responded to your concern in a private message.”

Often, you will be able to solve the issue and can request that your client take the negative review down.

Show Case Your Solid Client Reviews

Use social media and your mortgage website to highlight great experiences from your previous clients. Consider putting a reviews page directly on your website. And share a great review on your social platforms regularly. Be sure to include your business name and contact information in your post. 



In the digital age, online reviews are invaluable to mortgage brokers. They serve as a trust-building tool that can significantly impact your business's success. By consistently delivering exceptional service, actively requesting reviews, and engaging with your clients, you can build a strong online reputation that attracts new clients and cements your position as a trusted mortgage broker in your community. Start implementing these strategies today and watch your reviews and business flourish.


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