Every closed Encompass 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 loan officer

Encompass is connected to Reviewflowz. Trigger in Encompass: loan closes. A review request is then sent by SMS to the borrower, and the Google review that comes in is saved on the loan, credited to the loan officer, Megan Torres.

A review request goes out when the loan closes

When a loan closes in Encompass, Reviewflowz starts the borrower's review campaign. The request goes out by SMS, email or WhatsApp, in the order and timing you set.

Nobody on your team sends anything by hand. Loans that never close never trigger a request.

When a loan is loan closes in Encompass, 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 borrower on every closed loan gets asked

The borrower gets the review link on their phone. It opens the review platform that needs reviews most right now.

Every borrower gets the same request. There is no rating screen in front of the link.

When a loan is loan closes in Encompass, the borrower 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 branch: Austin, Denver, Phoenix.

Connect Encompass to Reviewflowz

Connect in minutes and your next closed loan sends its borrower a review request.

Each review credited to the loan officer on the loan

Reviewflowz saves each review against the loan it came from and credits the loan officer on that loan. The borrower never has to name anyone in the review.

Past loans import for reporting, so each officer's conversion rate counts real closings. Past borrowers are never messaged.

The loan in Encompass records which loan officer did the work. The review request carries the loan, so when the borrower leaves a five-star Google review with no name in it, it is credited to the loan officer and saved back on the same loan.

Encompass integration: questions

How quickly can I connect Reviewflowz to Encompass?

Connect Encompass from Integrations in Reviewflowz. It takes minutes, it's self-serve and there's no demo to book. Your next closed loan sends its borrower a review request.

When does the borrower get the review request?

Reviewflowz sends the request once the loan closes in Encompass. It goes to the borrower on that loan by email, SMS or WhatsApp, on the timing you set.

What happens with loans that don't close?

Nothing is sent. Only a closed loan triggers a review request, so borrowers whose loans never close are never asked.

We have several locations. Where do the reviews go?

Each location you set up in Reviewflowz points its requests at its own Google profile. Reviews land on the profile for that location, not on one shared page.

How are reviews credited to loan officers?

Reviewflowz credits each review to the loan officer on the Encompass loan it came from. Borrowers don't have to mention anyone by name. Past loans import for reporting so each officer's conversion rate counts their closings, and past borrowers are never messaged.

What does the Encompass integration cost?

Reviewflowz is $70 per location per month billed annually, or $80 month to month. Messaging costs $5 per 1,000 emails and $5 per 100 SMS. Start with a 14-day trial, no card needed.