How Mortgage Advisers Can Ask Clients for Reviews (With Templates)
Client reviews are one of the most powerful tools a mortgage adviser can use to win new business. They provide social proof, build trust, and often make the difference between a potential client choosing you or another adviser.
But while most clients are happy to leave feedback, they don’t always think to do it unless you ask. That’s why it’s important to build a review request into your process, and make it as easy as possible.
Why Reviews Matter
- Trust: Prospective clients want reassurance that others have had a positive experience
- Visibility: Reviews can improve your ranking in search results and directories
- Differentiation: In a competitive market, strong reviews help you stand out
On Mortgage Adviser Directory, reviews appear directly on your listing, helping you attract more enquiries from people who are actively searching for advice. The highest-rated advisers also appear first in the directory.
The Best Time to Ask
Timing is crucial. Clients are most likely to respond positively when:
- Their mortgage has just been offered
- A few days after completion, once they’ve had chance to settle in
- You’ve helped them secure a great rate or overcome a complex case
These are moments when your value is clear, and clients are naturally inclined to say “thank you.”
How to Make It Easy
- Provide a direct link to your review page (e.g. your Mortgage Adviser Directory listing)
- Keep the request short and friendly
- Reassure them that it only takes a couple of minutes
Review Request Email Template
Here’s a simple template you can adapt:
Subject line: Could you share your experience?
Body:
Hi [Client’s First Name],
I hope you’re settling in well after your recent move. It was a pleasure to help you through the mortgage process.
If you have a couple of minutes, I’d really appreciate it if you could share your experience by leaving a review. Your feedback not only helps me improve, but it also helps others who are looking for a mortgage adviser to feel confident in choosing the right person.
You can leave your review quickly and easily here: [Insert Mortgage Adviser Directory listing link]
Thanks again for trusting me to support you with your mortgage. If you need anything in the future, I’m only a phone call or email away.
Kind regards,
[Your Name]
[Your Firm]
Text Message Review Request Template
Here’s a concise text message review request you can send to clients. It’s short, friendly, and keeps the action clear:
Hi [First Name], thanks again for choosing me to help with your mortgage. Could you please leave a quick review of your experience? It only takes 2 mins here: [Insert Mortgage Adviser Directory listing link]
You could create a variation for clients right after completion, when they’re usually at their happiest:
Congratulations on completing on your mortgage, [First Name]! I’d be grateful if you could share a short review here: [Insert Mortgage Adviser Directory listing link]
You could also try our 3-step Text Message, which keeps it polite and professional throughout:
Initial Request (Day 0)
Hi [First Name], thanks again for choosing me to help with your mortgage. Could you leave a quick review of your experience? It only takes 2 mins here: [Insert Mortgage Adviser Directory listing link]
First Reminder (Day 7)
Hi [First Name], just a quick reminder about leaving a short review of your mortgage experience. Your feedback really helps others and only takes a couple of minutes: [Insert Mortgage Adviser Directory listing link]
Final Reminder (Day 14)
Hi [First Name], I’d be so grateful if you could leave a quick review of my service. It really helps people when choosing a mortgage adviser. Here’s the link: [Insert link]
Tips for advisers:
- Personalise each message with the client’s name
- Avoid over-messaging - 2 reminders spaced a week apart feels professional but not pushy
- If using email, the same text works - just add a subject line like “A quick favour?” or “Could you share your feedback?”
Final Word
Asking for reviews doesn’t have to be awkward or time-consuming. With the right timing and a simple template, you can gather powerful testimonials that help you stand out online. Over time, these reviews will become one of your strongest marketing tools, especially when showcased on your Mortgage Adviser Directory profile.