Every closed AGENCYMATE loan asks for a review
Everything you need for reviews, with nothing you don't.
- Live in minutes, no demo
- Every closed loan asks for a review
- Each review credited to the advisor
AGENCYMATE is connected to Reviewflowz. Trigger in AGENCYMATE: closes. A review request is then sent by SMS to the client, and the Google review that comes in is saved on the loan, credited to the advisor, Megan Torres.
Loan #4821 
A review request goes out when the loan closes
When a loan closes, a policy is issued or a claim is settled in AGENCYMATE, Reviewflowz sends the client a review request. It goes by SMS, email or WhatsApp, on the timeline you set.
Nobody on your team sends anything. The closing itself starts the request.
When a loan is closes in AGENCYMATE, a review request campaign runs by itself: an SMS one hour later, an email three days later, a WhatsApp message seven days later, until a new 5-star Google review comes in.
The client on the closed loan gets the link
The request reaches the client named on the AGENCYMATE record, by text or in their inbox. The link opens the review platform that needs reviews most.
Every client is asked, with no rating pre-screen. Clients from before you connected are never messaged.
When a loan is closes in AGENCYMATE, the client gets an SMS asking how it went, with a link to review it. They tap the link, give five stars and post on Google, and the review lands tied to the loan and the office: Phoenix, Tucson, Mesa.
Connect AGENCYMATE in minutes
From the next closed loan on, every client is asked for a review.
Each review credited to the advisor who closed it
Reviewflowz reads the advisor from the AGENCYMATE record, so the client never has to name anyone. The review is saved against that loan and credited to that advisor when it arrives.
Past closings import for reporting, so each advisor has a review conversion rate from day one. Those past clients are never contacted.
The loan in AGENCYMATE records which advisor did the work. The review request carries the loan, so when the client leaves a five-star Google review with no name in it, it is credited to the advisor and saved back on the same loan.
AGENCYMATE integration: questions
When does a client get the review request?
Reviewflowz sends it when the loan closes, the policy is issued or the claim is settled in AGENCYMATE. It goes by SMS, email or WhatsApp, on the timeline you set.
Who gets asked for a review?
The client on the closed AGENCYMATE record. Every client is asked, with no rating pre-screen, and the link opens the review platform that needs reviews most. Clients from before you connected are never messaged.
What happens if a loan never closes?
Nothing is sent. Requests go out only when the loan closes, the policy is issued or the claim is settled, so a file that stalls never asks anyone for a review.
How are reviews credited to advisors?
Reviewflowz takes the advisor from the AGENCYMATE record and credits the review to that person when it arrives. Clients never need to mention a name, and past closings import so each advisor has a review conversion rate.
How do I connect AGENCYMATE?
Connect AGENCYMATE from Integrations in Reviewflowz. It takes minutes, it is self-serve and there is no demo to book.
What does it cost?
Reviewflowz costs $70 per location per month billed annually, or $80 month to month, with a 14-day trial and no card. Messaging is $5 per 1,000 emails and $5 per 100 SMS.