Every closed Total Expert deal asks for a review
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- Every closed deal asks for a review
- Each review credited to the loan officer
Total Expert is connected to Reviewflowz. Trigger in Total Expert: closed. A review request is then sent by SMS to the client, and the Google review that comes in is saved on the deal, credited to the loan officer, Megan Lowry.
Deal #4821 
A review request goes out when the deal closes
When a deal is marked closed in Total Expert, Reviewflowz starts the review campaign for that client. The request goes out by email, SMS or WhatsApp, on the timeline you set.
No list to upload, no reminder to send by hand. Every closed deal starts its own campaign, and a deal that never closes sends nothing.
When a deal is closed in Total Expert, 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 deal gets asked
Reviewflowz sends the request to the client on the closed deal, using the contact details already on the record. Every client gets the same request, with no rating pre-screen.
The link opens the review platform that needs reviews most right now, so each new review goes where it counts.
When a deal is closed in Total Expert, 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 deal and the location: Denver Office, Austin Office, Phoenix Office.
Connect Total Expert in minutes
Your next closed deal sends its client a review request.
Each review credited to the deal's loan officer
Reviewflowz saves each review against the closed deal it came from and credits it to the loan officer on that deal. Clients never have to name anyone in their review.
You see which loan officers bring in reviews, based on the deals they closed.
The deal in Total Expert records which loan officer did the work. The review request carries the deal, so when the client leaves a five-star Google review with no name in it, it is credited to the loan officer and saved back on the same deal.
Total Expert integration: questions
How do I connect Total Expert to Reviewflowz?
Open Integrations in Reviewflowz and connect Total Expert. It takes minutes, it is self-serve and there is no demo to book. You can start on a 14-day trial with no card.
When does Total Expert trigger a review request?
Reviewflowz sends the request when a deal is marked closed in Total Expert. The campaign then follows the timeline you set across email, SMS and WhatsApp.
Who gets asked for a review?
The client on the closed deal, at the contact details already on the Total Expert record. Every client gets the same request, with no rating pre-screen. The link opens the review platform that needs reviews most.
What happens to deals that never close?
Nothing is sent. Only a deal marked closed starts a review request, so a client whose deal does not close is never asked.
How are reviews credited to loan officers?
Reviewflowz credits each review to the loan officer on the closed deal it came from. Clients do not need to mention anyone by name, and you see which loan officers bring in reviews.
What does the Total Expert integration cost?
Reviewflowz is $70 per location per month billed annually, or $80 month to month. Messages cost $5 per 1,000 emails and $5 per 100 SMS.