Review & Referral Request Scripts for Mortgage Brokers
For mortgage brokers, reviews and referrals don’t just boost your reputation—they directly drive Realtor partners, lead flow, and how fast new borrowers trust you with a $300k–$1M decision. The best time to ask is when the stress drops: pre-approval issued, rate locked, Clear to Close (CTC), or the day after funding—because that’s when clients feel the relief you created.
Google Review Request — Right After Funding (Best Timing)
Use this the same day the loan funds or within 24 hours of closing.
“Hey [Client First Name], congrats again on funding today—big day. If you felt supported through the pre-approval, rate lock, and underwriting, would you mind leaving a quick Google review? It helps other buyers know who to trust, and it helps us keep working with great clients like you. I’ll text/email you the link—could you mention the loan type (purchase/refi), and one thing that made the process easier, like speed, clarity, or how we handled the conditions list?”
Tips for this scenario
- -Ask them to mention a concrete moment: “pre-approval in 24 hours,” “clear explanations on points,” “handled the appraisal issue,” or “kept the Realtor updated.”
- -Send the link immediately by text; clients rarely hunt for your Google page later.
- -If it was a purchase, prompt them to mention “on-time closing” because that’s what Realtors care about most.
Common Mistakes to Avoid
Pro Tips
- 1.Pick two ‘review moments’ in every file: (1) pre-approval delivered fast, (2) funding day or day after. Put reminders in your CRM so it happens every time.
- 2.Text the Google review link right after you ask, and name what to mention: speed, communication, underwriting guidance, and on-time closing.
- 3.Use review prompts tied to loan type: purchases = ‘offer deadlines’ and ‘closing on time’; refis = ‘clear options’ and ‘no surprises on fees.’
- 4.Turn referrals into a simple action: “Have them text me ‘pre-approval’ + their timeline,” so you can respond quickly and win the deal.
- 5.If you miss calls while you’re on the phone with underwriters or in client meetings, use a 24/7 answering flow (like SkipCalls) to capture ‘need pre-approval ASAP’ leads and book a callback, so those leads don’t go to a faster broker.
Frequently Asked Questions
When is the best time to ask a borrower for a Google review?
The highest-conversion moments are: right after funding, the day after closing, or right when you get Clear to Close (CTC). Pre-approval is also a great time if you turned it around fast and helped them write an offer.
What should you ask them to include in the review (so it helps you win new clients)?
Ask them to mention the loan type (purchase/refi/investment), your speed (pre-approval turnaround), communication during underwriting, and whether you helped hit the closing date or solve a problem (appraisal, conditions, rate lock timing).
Can you offer an incentive for a Google review?
Avoid it. Google can remove reviews that look incentivized, and it can hurt trust. If you want to encourage word-of-mouth, offer a small thank-you gift for referrals after a funded closing—make it clearly not tied to writing a review.
How do you respond to a negative mortgage review about rate, fees, or delays?
Respond fast, stay calm, and move the conversation offline. Acknowledge the stress, say you can’t discuss loan details publicly, and invite them to call so you can review the timeline, the Loan Estimate vs Closing Disclosure, and what caused changes (rate lock, lender fees, underwriting conditions).
How do you ask for referrals without sounding salesy?
Tie it to a real trigger: “If anyone you know needs a pre-approval fast to write an offer,” or “If someone is thinking about refinancing, I’m happy to run numbers.” Give them a simple action step like texting your name/number to a friend.
What’s the simplest way to capture more referral calls during busy hours and after-hours?
Make sure every call gets answered or captured with a clear next step. A 24/7 AI receptionist (like SkipCalls) can collect timeline, purchase price, down payment, credit range, and book a callback—so a Realtor’s last-minute pre-approval request doesn’t go to whoever answers first.
Mortgage Brokers: stop losing referrals because you missed the call
When you’re tied up with underwriting, conditions, and back-to-back closings, the next buyer or Realtor usually won’t leave a voicemail. SkipCalls can answer 24/7, filter spam, capture borrower details, and book a callback so you keep deals (and the $3,000–$10,000 purchase commissions) from slipping to the fastest responder.
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