When a loan closes, policy is issued, or account opens in Encompass, Reviewflowz automatically sends a review request to your client via email, SMS, or WhatsApp. Set it up once and every borrower gets asked for a Google, Yelp, Zillow, or LendingTree review. No manual work, no missed opportunities, no delays.
Your happiest borrowers, flagged in Encompass
When a borrower leaves a 5-star review, that signal flows right back into Encompass attached to their loan file. Now your loan officers know exactly who your promoters are during their daily workflow. Ask these happy borrowers for video testimonials, referrals, or case studies. Your best marketing comes from your satisfied clients, but only if you know who they are.
Staff attribution without the name-drop
Most lenders ask borrowers to mention their loan officer by name in reviews. Problem: Google flags those reviews more often, and clients forget or misspell names. Reviewflowz takes a different approach. Because it's connected to Encompass, it already knows which loan officer handled each closed loan. When the review comes in, it's automatically attributed with no name needed. Your reviews read naturally, fewer get removed, and you still get per-officer performance data and leaderboards.
How serious are you about your reviews?
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A loan officer with 200 reviews sounds impressive until you realize they closed 2,000 loans. That's a 10% conversion rate. Your competitor has 80 reviews from 400 closings. They're winning at 20%. Because Reviewflowz connects to Encompass, it knows exactly how many loans you closed. So instead of celebrating raw numbers, you see: 342 closed loans this month, 47 reviews, 13.7% conversion rate.
AI replies to every review automatically.
Replying to reviews boosts your Google ranking, builds trust with potential borrowers, and helps recover unhappy clients before they leave for a competitor. But what loan officer has time to craft thoughtful replies to every single review across Google, LendingTree, Zillow, and dozens of other platforms? Reviewflowz generates on-brand replies using AI across 200+ review sites. Approve them manually or let them publish automatically.
FAQs
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What review sites matter most for financial businesses?
For mortgage, lending, insurance, and financial planning professionals, Google Reviews is always the #1 priority since it directly impacts local search rankings and client trust. Industry-specific platforms like Zillow, LendingTree, and BBB are equally critical for domain authority and capturing clients who research financial services on these specialized sites, while Yelp remains important for local discovery. Reviewflowz monitors all of these essential platforms plus 200+ others from one unified dashboard, so you never miss a review across any channel that matters to your financial business.
How do I measure my review performance?
Don't just count reviews. The metric that matters is your review conversion rate (reviews divided by closed loans), and because Reviewflowz integrates directly with Encompass, it automatically calculates this for you using your actual loan volume. A lender with 50 reviews from 500 closed loans (10% conversion rate) will outperform a competitor with 200 reviews from 5,000 closed loans (4% conversion rate).
How does the review request actually get sent?
When a loan closes in Encompass, Reviewflowz automatically detects this trigger event and immediately sends a review request to your borrower through your chosen channel (email, SMS, or WhatsApp). You configure this once by selecting the loan closure trigger and your preferred communication method, then every future loan that closes will automatically generate a review request without any manual intervention. It's completely set-and-forget once you've established your workflow preferences.
Can I send review requests via WhatsApp?
Yes, Reviewflowz supports WhatsApp review requests alongside email and SMS options. WhatsApp delivers significantly higher open rates at nearly 98% compared to email, making it especially powerful for client engagement. Just like email and SMS, WhatsApp requests are triggered automatically from Encompass when loans close or other key events occur.
Can I track which loan officer, agent, or advisor generates the most reviews?
Yes. Reviewflowz automatically pulls loan officer and advisor data from your Encompass system, so when reviews come in from closed loans, they're instantly attributed to the correct team member without clients needing to mention names. This automatic attribution helps avoid Google's removal of reviews that specifically name staff members, while giving you detailed performance tracking and leaderboards for each loan officer.
How long does it take to set up Reviewflowz with Encompass?
Setup takes minutes, not days. Simply connect your Encompass system, select your trigger and channel, and you're live with no developer or IT department needed. Your first review request goes out the same day.
How much do review request emails and SMS cost?
Email requests cost $5 per 1,000 sends and SMS requests cost $5 per 100 sends, all on a pay-as-you-go basis with no monthly minimums or contracts. For most financial professionals, this translates to just pennies per review collected. WhatsApp pricing varies by country but follows the same flexible, credit-based model.
