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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.

Watch a 2-min demo
Built for loan officers & mortgage teams
Works with Google · Facebook · Zillow · Experience.com

Trusted by Top-Producing Loan Officers Nationwide

Summit Mortgage Group
Anchor Home Loans
Pinnacle Lending
TrueNorth Mortgage
Cornerstone Funding
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 → 48
Austin 9 → 46
Houston 27 → 84
Atlanta 28 → 55
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
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.

Encompass
Arive
Floify
Salesforce
HubSpot
Total Expert
Velocify
Zapier
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.

Real Results

See the Reveo Difference

What happens when loan officers automate their reviews.

Summit Mortgage Group — Denver

Mortgage · Denver, CO

Since 2023
Before Reveo
22
Google Reviews
★★★★ 4.1
With Reveo
168
Google Reviews
★★★★★ 4.9
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 $99/mo for the Starter plan. Pro is $199, Enterprise $399/location. 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.

14-day free trial · No credit card required · Cancel anytime

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 Summit Mortgage Tripled Reviews in One Quarter

Real results from automated reputation management.

Read more →