Conversion & Retention
Review & Referral Engines
Growth Protection
2025
01/
Overview
Many mortgage brokerages rely on word-of-mouth but lack a consistent way to turn happy clients into reviews or referrals. After a loan settles, communication often goes quiet, and valuable goodwill fades.
This framework shows how a structured post-settlement system can build credibility online, strengthen client relationships, and generate new business automatically.
02/
Process
Our Conversion & Retention system creates a repeatable post-settlement sequence that captures reviews and referrals without adding admin.
Each touchpoint is timed to feel personal while running entirely in the background:
Thank-you SMS with a review link sent 3 days after settlement
Follow-up email a week later sharing success stories and inviting referrals
Messaging written in your brand voice for authenticity
Every settlement triggers a repeatable cycle of engagement, reviews, and referrals
03/
Outcome
You could expect to see:
Rapid growth in Google reviews, improving local search visibility
More inbound referrals and repeat clients
Higher client-satisfaction scores in post-settlement surveys
By automating the follow-up, your brokerage consistently captures goodwill, turning every happy client into a source of growth.
