🏡Review Automation Engine for Mortgage Brokers

Turn Settlements Into 5-Star Google Reviews. Become the Obvious Choice for Local Home Loan Searches.

Pre-approvals, first home purchases and refinances all finish with a client who is genuinely grateful and who then gets busy moving house. Revii asks for the review at the moment they are happiest, so your Google profile keeps pace with your settlement volume instead of lagging years behind it.

  • Automated SMS and email review invites triggered the moment a loan settles
  • Connects to the CRM you already run deals through, including Salestrekker, Mercury Nexus, MyCRM and BrokerEngine
  • Every client gets the same review invite, plus a private feedback channel so you hear about concerns early
A Revii presenter outdoors, introducing automated Google review requests for mortgage broking businesses

Why Your Google Profile Decides Which Broker Gets the Call

Borrowers usually shortlist two or three brokers before they hand over a payslip. That shortlist gets built from star ratings and recent reviews, long before anyone looks at a rate comparison.

92%

Checked Before You Are Called

Of consumers read online reviews before choosing a local business. To a borrower, a broker is exactly that: a local business they are about to trust with the largest loan they will ever sign.

84%

As Good As an Introduction

Of people trust online reviews as much as a personal recommendation, so a well-stocked profile does much the same work as an introduction from an agent or an accountant.

72%

No Review, No Enquiry

Of customers won't take action until they read a positive review. For a broking business, that action is the enquiry form, the calendar booking or the first phone call.

Built for the Way a Broking Business Actually Runs

You shouldn't be chasing reviews between lender BDM calls and chasing outstanding documents. Revii runs in the background and only involves you when something needs a human.

  1. CRM Milestone Sync

    We connect Revii to the platform you already track deals in, such as Salestrekker, Mercury Nexus, MyCRM, BrokerEngine or another aggregator CRM. When a file moves to settled, the sequence starts on its own.

  2. A Well-Timed SMS Invite

    Your client receives a short, personalised text that opens your Google review box directly on their phone. It takes about 15 seconds, which is why it works when a link buried in an email footer never does.

  3. Reviews Put to Work

    New 5-star reviews sync through to your website, and the best ones are repurposed into social posts you can put in front of referral partners, past clients and your local buyer market.

Kara, founder of Revii, who sets up the review automation for mortgage broking businesses

Kara

Founder, Revii

Dedicated Account Support

We Set It Up, Connect It, and Keep It Tuned for You

Hi, I'm Kara from Revii. After five years working with Australian service businesses, the pattern I see with mortgage brokers is always the same: you carry a client through months of paperwork, valuations and lender back-and-forth, they thank you warmly on settlement day, and then they move house and the review never gets written.

Revii closes that gap. On a 20-minute Zoom call we connect your CRM, agree the trigger points, draft the SMS and email wording in your voice for you to approve, and organise the private feedback path. After that it runs quietly while you get back to writing loans.

Book Your Setup Call With Kara

Frequently Asked Questions

Everything you need to know about running automated Google review collection inside a mortgage broking business.

Setup is a single Zoom call of roughly 20 minutes. We connect your CRM, agree which milestones trigger a request, and draft the SMS and email wording for you to approve. Invites can start going out the same week.

In most cases, yes. We regularly work with brokers running Salestrekker, Mercury Nexus, MyCRM and BrokerEngine. If your platform isn't one we already connect to, we'll work through the options on the setup call, including a simple upload of settled clients, rather than asking you to change systems.

Most brokers trigger it at settlement or unconditional approval, while the work is fresh and the client is happiest. Some also send a request after a pre-approval is issued or an annual loan review is completed. You choose the trigger points and can use different wording for each.

Referrals get checked. When an agent, accountant or past client passes on your name, the next step is almost always a search for that name, and what appears beside it is your star rating and your most recent reviews. A strong profile makes the referral easier to act on rather than replacing it.

Revii adheres to the Spam Act 2003 and the Australian Privacy Principles. Every message includes an opt-out, and invites are sent only to your own clients. Messages reference your business and the client's first name, never loan amounts, lenders, rates or application details.

Review requests ask about your service, such as communication, responsiveness and how clearly the process was explained. They don't ask clients to comment on interest rates, borrowing capacity or approval outcomes, and Revii never writes claims about lending results on your behalf. Credit advertising is regulated, so we provide the SMS, email and review-response templates in writing for your licensee or compliance manager to approve before you go live.

You control who gets asked, so declined or withdrawn files can be excluded from the sequence entirely. Beyond that, every invite carries a private feedback channel alongside it, so if a client has had a poor experience you hear about it directly as well.

Yes. Requests can be segmented by broker, office or Google Business Profile, so each person's settlements build the right listing and you can see review volume per broker.

No. You start with a free 14-day trial, then it's month to month on the $179, $299 or $499 plan. You can change plans or cancel at any time.