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Loan officer texting a borrower a review request after a mortgage closing
Loan Officers & Mortgage

Mortgage review automation for loan officers.

Turn every funded loan into a 5-star review and a referral. Reveo asks at the perfect moment, routes unhappy borrowers privately, and builds the reputation that wins agent partners.

See pricing and plans
Built for loan officers & mortgage teams
Works with Google · Facebook · Zillow · Experience.com
Get Found

When They Search, Be the One They Find

Google ranks the businesses with the most — and most recent — 5-star reviews. Reveo keeps the requests flowing, so you climb into the local 3-pack and win the click while competitors stay invisible.

Trusted by businesses that run on Reveo

Romney Pest ControlScoop SoldiersMy Appliance Repair ProSun Rize MechanicalFlood & Fire Pros
The Data

The Secret to More Referrals?
More 5-Star Reviews.

Borrower Trust
90%

of borrowers check reviews before choosing a lender

Agent Referrals
3x

more agent partners for LOs with a strong review profile

Conversion & Leads
270%

boost in conversion from positive reviews

Repeat Business
5-9%

more repeat + referral volume per rating improvement

This Is Not Theoretical

Here is what 17 days with Reveo looks like.

We installed Reveo at BRD (8-location pest control) and Scoop Soldiers (multi-city pet waste). Both reached the same ~10% SMS-to-review conversion. The lift came from asking 6x more, not converting more.

BRD
Multi-location pest control · 8 locations · 17 days
Pre Reveo (30d)
9.43 /day
283 reviews in 30 days
With Reveo
32.24 /day
548 reviews in 17 days
Lift across all locations: +242%
Top per-location growth (pilot vs prior 30d):
Baltimore 0 → 2828×
San Antonio 8 → 486×
Austin 9 → 465×
Houston 27 → 843×
Atlanta 28 → 552×
Oklahoma City 65 → 1001.5×
Annualized pace: 3,400 → 11,800 reviews/year across 8 locations.

Pilot started 5/20. Comparing the 30 days before Reveo to the first 17 days of pilot. Every number is the actual review count for each location — not an estimate or a projection.

Scoop Soldiers
Multi-city pet waste · 41 locations · 30 days
Pre Reveo (30d)
1.27 /day
38 reviews in 30 days
With Reveo
12.93 /day
388 reviews in 30 days
Lift across all locations: +918%
Top per-location growth (pilot vs prior 30d):
Houston 1 → 3838×
Dallas 0 → 2424×
Colorado Springs 1 → 2222×
Denver 0 → 1919×
Austin 4 → 6416×
Tucson 2 → 2915×
Annualized pace: 460 → 4,700 reviews/year across 41 locations.

Pilot funnel: 3,791 SMS sent → 388 reviews (10.2% conversion). Comparing the 30 days before Reveo (4/10–5/9) to the first 30 days of pilot (5/10–6/8). Every number is the actual review count for each location — not an estimate.

Numbers from internal Reveo tracking. BRD + Scoop Soldiers are paying Reveo customers.
Review Automation

Send Review Requests After Every Close

Automated text and email review requests fire the moment a loan funds. Borrowers tap once and leave a review — while the relief of closing is still fresh.

Automated SMS + email at funding
Google, Facebook, Zillow, Experience.com
Timed to the close, not weeks later
Smart reminders for non-responders
Learn More About Reviews →
Close → Review Request → Posted Review
Borrower Communication

Keep Borrowers and Agents in the Loop

Milestone updates, document reminders, and status texts from one inbox — so borrowers stay calm and agents stay confident referring you.

SMS, email, and webchat in one inbox
Milestone + document reminders reduce delays
Loop in the buyer's agent automatically
Learn More About Messaging →
Borrower Inbox + Milestone Updates
Private Feedback

Catch Problems Before They Go Public

A rough close happens. Reveo asks for a private rating first — unhappy borrowers route to you, not to Google, so you can make it right.

Private feedback gate before public review
Post-close satisfaction surveys
Negative alerts routed to you instantly
Learn More About Surveys →
Survey Flow — Rating → Feedback → Review Prompt
Surveys

Measure Satisfaction After Every Job

Send NPS and CSAT surveys automatically after each visit — multi-question, on your branding, triggered at the moment that matters, so you always know exactly how customers feel.

NPS, CSAT, and custom multi-question surveys
Triggered automatically after every job or visit
Low scores create tasks and alert your team
Track satisfaction trends over time
Learn More About Surveys →
Survey Builder — NPS, CSAT & Custom Questions
Referrals

Turn Happy Customers Into New Ones

When a customer leaves a 5-star review, Reveo automatically asks them to refer a friend. Every great job becomes your next lead — with shareable links, tracking, and rewards built in.

Automatic referral asks after a 5-star review
Shareable links for text, email, and social
Track who referred whom — and reward them
Turn your best customers into a growth channel
Learn More About Referrals →
Referral Request to Shared Link to New Customer
CRM Connections

Works With Encompass, Arive, and Your LOS

Automate the ask from your loan origination system. When a loan hits funded, Reveo handles the rest — no manual list pulls.

Learn More About Integrations →
LOS → Reveo → Reviews Flow
Reputation Analytics

See How Reviews Drive Referrals and Volume

Connect reputation to production with ROI dashboards. Track review velocity, rating trends, sentiment, and which agent partners send the most business.

Reviews and ratings over time
Sentiment analysis by rating
Referral-source and conversion tracking
Learn More About Reports →
Reviews Over Time + Sentiment + Referrals
How It Works

Three Steps. Zero Complexity.

Set up in minutes, see results in days. No tech skills required.

1

Connect Your Business

Link your Google, Facebook, and Yelp in minutes. We pull in every existing review automatically.

2

Automate Everything

Review requests go out automatically via SMS and email. AI responds to reviews in your brand voice.

3

Watch Your Reputation Grow

Track your reputation score, see new reviews roll in, and watch your local rankings climb.

Free Reputation Audit

What's Your Business's Reputation Score?

Get a free, instant audit of your reviews, rating, and Google visibility — in under 60 seconds.

Reputation Score
Sentiment Summary
Star Rating
Response Activity
Total Review Count
Competitor Insights
Get Your Free Scorecard

Free · No signup required · Results in 60 seconds

More customer stories coming soon.

More customer stories coming soon.

More customer stories coming soon.

Frequently Asked Questions

Common questions from loan officers.

Contact Us
How can Reveo help me get more reviews as a loan officer?

We automate a review request the moment a loan funds, via text and email — timed for when borrowers feel the most relief and are most likely to leave a 5-star review.

Does Reveo integrate with Encompass or my LOS?

Yes. Reveo connects to Encompass, Arive, Floify, and most loan origination systems and CRMs. When a loan hits funded, the review request fires automatically — no manual list pulls.

Why do reviews matter so much for loan officers?

Borrowers and referring agents both check your reviews before trusting you with the biggest transaction of someone's life. A strong, recent review profile is what wins repeat borrowers and agent partners.

Can it help me win more agent referrals?

Yes. A visible 5-star reputation is social proof for agents deciding who to refer. Reveo also tracks which referral partners send the most business so you can invest in the right relationships.

Can Reveo help prevent negative reviews?

Yes. Before a borrower posts publicly, Reveo asks for a private rating first. Anyone unhappy routes to you so you can resolve it — often the difference between a public 1-star and a recovered relationship.

What does Reveo cost?

Reveo starts at $149/mo per location for Boost. Growth is $249 and Autopilot is $349, with custom Franchise pricing. Every plan includes review management, messaging, and AI responses — you scale up as your production grows.

Free template library

50 ready-to-send templates for Loan Officers & Mortgage

Copy-paste SMS + email for every customer moment — reviews, referrals, reminders, surveys, and more. Written for Loan Officers & Mortgage, free to use.

Browse Loan Officers & Mortgage templates →

Fund More Loans With a
Reputation That Refers

Start automating your reviews and growing your mortgage business today.

Book a demo → free 30-day trial · No credit card required

Resources for Loan Officers

Guide

The Loan Officer's Guide to More Reviews & Referrals

The simple system that grows your reputation and pipeline.

Read more →
Blog

Why Reviews Are the #1 Referral Driver for Loan Officers

Learn how reviews impact trust, ranking, and agent partnerships.

Read more →
Case Study

How Loan Officers Build Reviews That Win Referrals

Real results from automated reputation management.

Read more →