Clients research brokers online before calling
Most people shortlist mortgage brokers based on Google reviews before making contact. Your rating is often the first impression you make.
Testimo helps Australian mortgage brokers collect Google reviews, client testimonials and referrals. After each settlement, you send one link.
Mortgage Brokers
After every settlement, your pipeline should fill.
You send a review link after every settlement. The same link can collect testimonials and referrals through a single client flow. One settlement. Multiple assets. One link. Several kinds of proof.
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New clients choose their mortgage broker based on Google reviews and word of mouth before they ever make contact.
Sound familiar?
Referrals are your most valuable lead source
Happy clients are your best salespeople, but they rarely refer without a prompt. Testimo's Referral block asks at exactly the right moment -- after settlement, when excitement is highest.
Settlement stories are powerful but uncaptured
A first home buyer who just got the keys has a story every future client wants to hear. Testimo's Testimonial block captures it with permission, ready for your website and proposals.
Your competitors look more established
A broker with 60 reviews and a 4.9 rating wins the search over one with 8. Testimo builds that profile consistently after every settlement.
You collect reviews but never use them
Once a customer finishes the link, Testimo can make a social post, trust card, case study or portfolio entry from the review.
You send one link. The customer can add the proof.
Recommended Customer Flow
These blocks work best for your business type. Toggle them on in Settings.
Google Review
Every customer gets a direct Google review link
Testimonial
Customers write a testimonial for your website
Referral
Happy customers refer a friend
Three steps. More from every job.
Step 01
Settlement complete
Loan settled, client in their new home. Add them to Testimo while the positive experience is still fresh.
Step 02
Review request sent
A warm message goes to the client with a direct Google review link while the emotion of settlement is still high.
Step 03
Same link for every client
Every client receives the same Google review link. Private feedback runs in parallel for anything that needs follow-up.
What this looks like for your business
A first home buyer settles on Friday. The review request goes out that afternoon while they are still celebrating. They leave a detailed 5-star review. New clients find it when searching for mortgage brokers in your area.
A happy client refers their sibling through the flow right after settlement. The referral lands in your contacts. New client, zero marketing spend.
A client writes a testimonial about how you made buying their first home less stressful. You use it in your next proposal. It converts better than any brochure.
A customer completes their flow and leaves a 5-star review, uploads a photo and writes a testimonial. You create a case study in one click with a shareable link you can send to every future prospect.
You generate a social post from the customer photo and review in one click. Download it and post to Instagram before you've finished your next job.
Features
Everything that happens after every completed job
SMS and email review requests
You send a review link after every job by text or email.
Private feedback channel
Customers can send feedback directly to you alongside their public review so you can follow up fast.
AI reply suggestions
Respond to every review in seconds with AI-written replies that sound like you.
QR code generator
Print a QR code for your vehicle, reception desk or invoice. Customers scan and review instantly.
Social post generator
Turn a customer photo and review into a branded social media graphic in one click.
Case study generator
AI writes a complete customer story from their review, testimonial and photo. Share the link in proposals and pitches.
Project portfolio
A public portfolio page built from verified customer photos with reviews attached.
Testimonial widget
Collect written testimonials and embed them on your website with one line of code.
Employee leaderboard
See which team members are generating the most reviews and the best ratings.
Outreach campaigns
Send targeted emails to your contacts or mailing list with AI-written copy.
Website review widget
Embed your Google reviews on your website to build trust with visitors before they call.
Monthly highlights
Your best reviews from each month are selected and emailed to you, ready to share on social media.
Questions from Mortgage Brokers
Right after settlement -- the emotion is high, the experience is vivid, and the client is at peak satisfaction. You choose when to send the link.
Also built for...
After every completed job, your business should grow.
Reviews, referrals, photos, testimonials and case studies, after each job you send a link. No contracts. No complicated setup.
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