Widget Studio now includes a review widget. You build a rating page, widget, or link, send funded borrowers to it after closing, and set a positive star threshold. Ratings at or above that threshold are forwarded straight to your Google review page. Ratings below it go to an internal page you choose, where you can read the feedback and respond privately. Deploy it as an embed in your site's HTML, a QR code, or a plain link.
Widget Studio has a new widget type: a review widget. It gives you a single place to ask a borrower how their experience was, capture the star rating, and then send that borrower where you want them to go next based on the rating they gave. The use case it was built for is the end of a loan. A borrower funds, they are as happy with you as they will ever be, and that is the moment a review request has the best odds. Instead of typing a Google link into a text and hoping, you send one widget link that handles the ask and the routing for you.
Everything happens in company settings. The setup is short — the only real decision is your star threshold.
The borrower taps a star. That single tap decides the path. If the rating is at or above your positive threshold — four or five stars in the common setup — the borrower is forwarded to your Google review page, already in the mindset of leaving a positive review, with no extra step for you and no link for them to hunt for. If the rating is below the threshold — three, two, or one star — they land on the internal page you selected instead, where you can read what went wrong and answer it yourself. That is the whole mechanism, and it is why the widget does two useful jobs at once: it multiplies the number of public five-star reviews you collect, and it turns criticism into a private conversation instead of a permanent public rating.
The widget is not limited to your website. You can put it wherever the borrower already is. Embed: drop the embed code into your website's HTML — a post-closing thank-you page is the highest-converting spot. QR code: print it on closing paperwork, a closing gift card, or a leave-behind, so a borrower can rate you before they leave the table. Link: text or email it directly, which is how most loan officers will use it day to day.
Mortgage is a referral business with a search layer on top of it. A borrower who was referred to you still looks you up before calling, and what they find is your star rating and the handful of reviews visible without scrolling. The difference between a loan officer with a dozen reviews and one with a hundred is not usually service quality — it is whether asking was systematic. A widget you send on every funding is systematic. A link you paste when you happen to remember is not.
Set the threshold deliberately. Four stars and up is the common configuration, and it keeps the public routing tied to genuinely satisfied borrowers. Whatever internal page you route lower ratings to should be a page a person actually monitors. A feedback form nobody reads is worse than no routing at all, because the borrower did tell you and heard nothing back.
In company settings, under Widget Studio. Create a new review widget there and configure the routing before you deploy it.
You set a positive star threshold. Ratings at or above it are forwarded to your Google review page; ratings below it go to an internal page or any other destination you choose.
Four stars and above is the common setup shown in the walkthrough, which sends four- and five-star ratings to Google and keeps three stars and below internal.
To whatever internal destination you configure — a page on your own site, a feedback form, or another link. You see the feedback and can respond privately.
Three ways: embed it in your website's HTML, share it as a QR code, or send the link directly by text or email.
On funding day. A borrower who just closed is at the high point of the experience, which is when a rating request performs best.
No. Anyone can post a public review on their own at any time. The widget decides where your own review request points, and lower ratings reach you first so you have a chance to resolve them.
All right, guys, the next thing here: we're going to hop into our company settings. We've just released a new update to Widget Studio — it's a review widget. What this is going to allow you to do is set up a page, a widget, or a link to send your funded borrowers to, so that after they finish their loan they can follow the flow and rate you online. The great thing about this is you can actually set it up for routing. If it is, for example, a four-star review or higher, we're going to forward it right to our Google page — so it goes right to our Google review page. If it's less than four, maybe three, two, or one stars, it's going to send them to an internal link on your internal page, or anywhere else you want to flow them into. That way you don't end up getting lower reviews on your Google review page. So again, set your positive star threshold so that anything above that flows right through to Google, and anything beneath that goes to an internal page. It's a great way to make sure you keep your online reputation as high as you can and that you're getting the five-star reviews posted. As far as getting it into your website, that's going to be by embedding it, a QR code, or the link — you can embed it right into your HTML. So that is the setup. If you need any help, feel free to reach out. Thanks so much.