Your BusinessAsked at completion
The request goes out when the mortgage completes, the moment the client has the keys and the relief. Earlier, and they are still anxious; later, and they have moved on.
Mortgage advisers and brokers
More Google reviews and better rankings for mortgage advisers.
A mortgage adviser is chosen on trust and found on Google, and first-time buyers in particular read reviews before they book a call. Modern Playbook asks every client for a Google review at completion, replies to every review in careful language, and builds the pages that rank you for mortgage searches in your area.
Why it matters
Why advisers need reviews, and why the wording has to be right.
Most people only arrange a mortgage a few times in their lives, so they search, open the map pack and read reviews before they trust anyone with their finances. Advisers are regulated by the FCA, which means the request and the replies must never promise outcomes or make financial claims. We write them so they ask for an honest review of the service and nothing more.
Compliant by design
Requests and AI replies are written to talk about service and communication, never rates, outcomes or advice, so nothing in them is a financial promotion.
Pages for the searches buyers make
"Mortgage adviser [town]", "first time buyer mortgage advice" and "remortgage broker near me" are separate searches, each answered plainly on its own page.
What customers search
The searches that bring mortgage advisers work.
These are the kinds of searches a mortgage adviser's customers make, and each one is a different moment of intent: an emergency, a planned job, or a check on a name they have already heard. We build your Google Business Profile and a page for each search that matters in your area, so you appear for all of them rather than only for your own business name.
- mortgage adviser near me
- mortgage broker [town]
- first time buyer mortgage advice
- remortgage adviser reviews
How it works
How the system runs for a mortgage adviser.
Jobs reach the system in one of two ways: linked to your booking calendar or job software so every completed job goes in automatically, or logged with a ten-second form on your phone. From there the request, the reminders and the AI replies run on their own, and you see your new reviews, your rating and your local competitors in one report every month.
1
The case completes
You mark the completion, or it comes in from your CRM. Enquiries and declined cases are never asked.
2
The request goes out
A couple of hours later, in your firm's name, by text, email or WhatsApp, with a link to your Google review box. Gentle nudges over eight days, then it stops.
3
The review gets a reply
Four and five stars are answered within hours by AI in your voice, about the service only. Three stars or below, you are alerted and approve a drafted reply.
4
Your ranking follows
Recent reviews, a complete profile and your pages move you up for the searches buyers make. The monthly report shows what moved.
What it costs
One monthly price. No minimum term.
Review Growth is £297 a month: your profile set up for reviews, past customers and every new job asked automatically, AI replies to every review, a live reviews widget and a monthly report. Complete Growth is £597 a month and adds local SEO and AI search. Both are month to month, with no setup fee and no exit fee, and a 30-day money-back guarantee on reviews.
Before you book
Questions mortgage advisers ask us.
We are FCA regulated. Are the review requests compliant?
The requests and replies talk only about service and communication, never about rates, products, outcomes or advice, so they are not financial promotions. Your compliance officer can review the wording before anything goes out, and you can approve every reply if you prefer.
Can clients mention the rate they got in a review?
Clients can write what they like; that is their review, not your promotion. Our replies never repeat or endorse figures. If a review raises a compliance concern, you are alerted and can respond appropriately.
Our completions take months. Is there enough volume?
Your past clients are asked first, gradually, from week one, which is where most advisers have years of happy clients who were never asked. New completions then keep the count moving.
Do you build pages for first-time buyers and remortgages separately?
Yes. They are different searches made by different people at different moments, and each page answers its own question directly.
Let's get you found first.
A free 30-minute call. You leave with a clear view of where you are losing work, whether or not we ever speak again.
Book a free call