For mortgage advisers, reviews are more than just nice feedback, they’re a powerful business tool. In an industry built on trust, positive reviews can help you stand out, reassure potential clients, and generate more leads. But while most advisers know reviews are valuable, fewer give much thought to when to ask for them. Timing makes all the difference.

Why Timing Matters

Clients are most likely to leave a review when their experience is fresh in their mind and they’re feeling positive about the outcome. Wait too long, and the enthusiasm fades; ask too early, and the process may not yet feel complete. Striking the right balance is key.

The Best Moments to Ask for a Review

Here are some ideal touchpoints in the client journey:

• When the mortgage offer is issued
  This is often the moment clients feel a sense of relief and excitement. They’ve achieved a major milestone and are likely to be appreciative of your guidance.
• A few days after completion
  Moving into a new home or completing a remortgage is a highly emotional point. Clients are usually grateful for the support that got them there, making it a perfect time to request feedback.
• After resolving a complex case
  If you’ve gone the extra mile — perhaps securing a deal for a client with unusual circumstances — asking for a review soon after can capture their genuine gratitude.

Making Reviews Easy

Even if clients are willing, they won’t always follow through unless the process is simple. Provide a direct link to your review page and explain how quick and easy it is to leave feedback. If you’re listed on Mortgage Adviser Directory, you can send clients straight to your listing where they can post reviews directly.

The Power of Reviews on Your Directory Listing

Displaying reviews on your Mortgage Adviser Directory listing does more than just boost your credibility. It also improves your visibility, as the highest-rated listings appear first and clients browsing the directory are more likely to contact advisers with positive, recent feedback. A few strong reviews can be the deciding factor that wins you the lead over another adviser.

Making Reviews Part of Your Process

The most successful advisers don’t leave reviews to chance. They build them into their workflow. For example:

• Add a review request email template to send after completion.
• Mention reviews in your closing conversations with clients.
• Train your team to remind clients at key stages.

By making it a standard part of your process, you’ll collect more reviews consistently over time.

Final Thought

Reviews are one of the most effective ways to showcase your value as a mortgage adviser. Ask at the right time, make it easy for clients, and use platforms like Mortgage Adviser Directory to display them where they’ll have the biggest impact.