Review & Referral Scripts
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
!Waiting until weeks after closing to ask—by then the client is busy moving, and your review request gets ignored.
!Asking for a review during the worst stress moment (conditions due, appraisal issues, rate lock panic) instead of after CTC or funding.
!Not giving clients what to write about—buyers don’t know what matters, so they write vague reviews that don’t help you win new business.
!Sounding like a script that could be for any business—mortgage clients want to hear ‘pre-approval, underwriting, rate lock, closing date.’
!Arguing publicly on a negative review about fees, rate, or underwriting—future borrowers will assume you’ll treat them the same way.
