Every deal you settle asks the client for a review while they are still pleased with you. Cloutly is review management for mortgage brokers and the firms around them: connect HubSpot or Xero, and the ask goes out on the timing you choose. Give every broker their own review link, and the reviews that come through it are credited to them. Nobody has to remember to ask.
14 days free. No credit card.
Finance professionals on Cloutly
Four moments at Ashby Home Loans, and the screen each one happens on.
1
Cloutly watches that stage in HubSpot and asks the client on the timing you choose. Accountants fire the same ask from Xero, where a paid invoice is the signal.
When this happens:
Do this:
2
Give every broker their own review link, and Staff recognition credits the reviews that arrive through it to that person, with the evidence under every name.
3
Both offices post into one inbox. Draft with AI writes the reply in the tone you choose, and a person at the firm sends it.
4
Cloutly puts the discovery question to ChatGPT, Gemini and Perplexity each month and records which of them named you.
AI query coverage
ChatGPTRecommends you · #2
GeminiRecommends you · #4
Perplexitynot named
One sample each: a re-ask can differ.
Ashby writes the message, and the only things Cloutly fills in are a first name, the firm’s name and the link. Farah runs two offices from one login; a marketing lead runs twenty the same way.
“We've been able to simply streamline the collection of reviews when we deliver our services to get some great, actionable feedback.”
Remco MarcelisFractional CFO, Standard Ledger Connect HubSpot or Xero, give each broker their own review link, and the asks go out on the timing you choose.
Rolling it out across a network? Book a rollout call and we'll pilot it with you first.
