homeresourcescase studiesNurturing Relationships through Reviews & Referrals: Your Mortgage Experts' Winning Engagement Strategy

Nurturing Relationships through Reviews & Referrals: Your Mortgage Experts' Winning Engagement Strategy

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Nurturing Relationships Through Reviews Referrals Your Mortgage Experts Winning Engagement Strategy 1723155880222
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Company Snapshot

Your Mortgage Experts is a London-based firm specialising in mortgage and protection advice. They cater to the complex needs of self-employed individuals, contractors, buy-to-let landlords, and first-time buyers. The company’s relationship-driven approach relies heavily on referrals and positive reviews to grow the business.

  • March 2024
"Prior to Birdeye, our review process was completely manual and not very consistent. We often asked for reviews but didn't have a proper follow-up cadence."
 Luca Bertolino
Luca BertolinoDirector of Your Mortgage Experts

Background

Your Mortgage Experts needed to advance their manual review and referral processes. The team aimed to save time, maintain their online reputation, and attract more leads. Birdeye’s automated solution streamlines review and referral management, which ultimately enhanced customer engagement for Your Mortgage Experts

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Automation Streamlines Review Requests

Your Mortgage Experts’ manual processes often led to missed opportunities for valuable feedback. This inconsistency prevented the team from maintaining positive online engagement. They need an automated tool to send review requests and follow-ups. .


Birdeye enhanced Your Mortgage Experts' review process significantly. Automated tools ensure prompt review requests and follow-ups for every customer. This streamlined approach saves time and establishes consistent feedback collection.


Birdeye eliminates the administrative burdens associated with review management. Plus, the reliable tools empower Your Mortgage Experts to prioritise exceptional customer experiences.

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Well-Timed Referral Requests Optimise Results

Referrals are crucial to Your Mortgage Experts' business strategy. So, the team sought an easier, more organic way to request them. Birdeye’s automated system sends a referral request immediately after a customer leaves a 4 or 5-star review.


This automated approach proved invaluable in generating new leads without any manual follow-ups. Sending well-timed referral requests to satisfied customers improves response rates, attracts new clients, and saves time. Now the Your Mortgage Experts team can focus on growth and future opportunities.

"What I like most about Birdeye is that we can request a review, and the system will follow up automatically, alleviating the tedious tasks that contribute to our administrative workload."
Luca Bertolino
Luca BertolinoDirector of Your Mortgage Experts

Responsive Engagement Enhances Online Reputation

Effectively managing client feedback is crucial for maintaining a strong online reputation. Birdeye automation transformed Your Mortgage Experts' reviews management. 


Birdeye ensures that 4 and 5-star reviews receive quick, personalised replies from the team. For lower reviews, thoughtful, AI-supported responses address concerns directly. This approach leads to more meaningful client interactions. Plus, it saves time, enhances engagement, and improves the company’s SEO and Google presence.

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Boosting Customer Engagement with Birdeye Automation

Your Mortgage Experts transformed their customer engagement strategy with Birdeye’s  automated review and referral processes. This change increased business efficiency and customer satisfaction. Confident in Birdeye’s automated systems working behind the scenes, Your Mortgage Experts can wholly focus on outstanding service. 


Interested in streamlining business operations and boosting your customer engagement? Schedule a demo today.

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Birdeye: The Obvious Choice

Winning over 400 awards for 10 quarters in a row, Birdeye is the most-awarded and highest-rated customer experience software for businesses of all sizes.

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