AI by industry · Mortgage brokers
How mortgage brokers can get more reviews with AI
The best moment to ask a borrower for a review is right after closing, when the stress is over and they are happy. AI can send a short, personal request at that point, make the review link one tap, and draft replies for you to approve. Do not pay for reviews or pick who gets asked based on how they felt.
Talk through your brokerage with the person who builds it
A free 30-minute call. You leave knowing which part of your mortgage broker to hand to AI first, what we would build, and roughly how long it takes.
Time the ask to the closing
Borrowers are most grateful on the day they get the keys. A request that arrives that week, with your name on it, gets answered far more often than one that comes months later.
Do not ask a borrower in the middle of a hard file. Wait until the loan has funded.
Make it specific
People write better reviews when prompted with a question, such as what was easiest about the process. That gives future borrowers something real to read.
A line like what mattered most gives borrowers something to say beyond five stars.
Rules to respect
Review platforms prohibit paying for reviews and filtering who you ask. Mortgage advertising rules can also apply to how you repost testimonials, so check them before you do.
Picture this
Examples of what it can look like. Illustrations, not clients.
The day after closing, a first-time buyer gets a note from you with one link. They write two sentences about how fast you answered.
A borrower leaves a three-star review about a slow appraisal. You get a draft reply that stays polite and factual, and you edit it before posting.
A borrower who closed in under a month is asked a simple question: what surprised you most about the process? Their answer becomes a useful, honest review.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“It is an unfair or deceptive act or practice and a violation of this part for a business to write, create, or sell a consumer review”
Sources
- 16 CFR Part 465 (FTC rule on reviews and testimonials): The ban on fake, bought or suppressed reviews.
- 12 CFR § 1026.36 (loan originator rules): Regulation Z rules for mortgage loan originators.
- CFPB: Regulation X (RESPA): Settlement and referral rules for home loans.
- CFPB: mortgage compliance resources: The Consumer Financial Protection Bureau’s guides for mortgage businesses.
Talk through your brokerage with the person who builds it
A free 30-minute call. You leave knowing which part of your mortgage broker to hand to AI first, what we would build, and roughly how long it takes.
Questions
Can I offer a gift for a review?
Review platforms generally forbid it. Ask politely and leave it there.
Can AI write the reviews?
No. Reviews must come from real borrowers in their own words.
When can I repost reviews on my own site?
Mortgage advertising rules can apply to testimonials. Check what your compliance rules require before you do.
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