For Individuals/companies that are using rating services, and collecting/measuring customer reviews. This feature allows users to amplify using social proof by sharing and posting testimonials, reviews, etc.
There are two ways reviews show up in the mobile app; either an MLO or Company’s review vendor connects to our Review API or a user adds/connects their Social Media and Business Accounts. For example, Google My Business, reviews will populate in ‘My Reviews’ after connecting.
|Please note: The Individual’s NMLS ID must be included in the review, for the review to populate in the app. Developers and technical contacts, please click HERE for more information on how to set up the Review API! |
Social proof is a proven way to influence online connections and gain more business.
Once connected, mobile users can refer to the 'My Reviews' section and all review data will be automatically loaded into the 'My Reviews' section where users would then have the option to preview, edit, reply, and post to their multiple social media connections.
Short Video Tutorial
Use the media controls at the bottom of the video window to pause, adjust volume, and/or view in full screen.
How to Access and Post My Reviews
Step 1: Select 'My Reviews' from main menu
My Reviews: Filters (top) for a custom view.
Step 2: Select a review and select 'Post'
Step 3: Click on a review to preview, edit, and/or post
Step 4: After clicking 'Edit' users can click the 'pencil' icon in each section to choose from the display options. Example:
Step 5: After customizing the display, click 'Post' to share the review. Select your social accounts and click 'Next'.
Step 6: Select to 'Post Now', 'Schedule', or 'Save as Draft'. 'Cancel' will take user back to 'post'
Review Settings - Auto Post
Near the top right will be a gear symbol that gives access to the setting for auto posting reviews.
The feature is defaulted to off
Once toggled to turn on, selections will display to show options of where the review is from and what accounts to post them to.
Reply to My Reviews
Ability to reply to reviews depends on the account. Each platform is unique and provides Optimal Blue the ability to interact and display customer reviews differently. The following is an example:
|Please Note: Responding to Zillow or Yelp reviews will take the user to the account to respond.|
If reviews have not yet been connected, at the bottom of the reviews page a user will see the option to 'Connect My Business'.