Testimonial Donut automates the collection of Google reviews and video testimonials from mortgage clients through post-settlement SMS and email reminders. The platform integrates with CRMs to streamline review requests and provides embeddable widgets for displaying social proof on broker websites.
Funding
Funding not disclosed
Founders
Product
Problem
Mortgage brokers face challenges in systematically collecting client feedback and social proof, which is crucial for building trust and attracting new business. The manual process of requesting and managing reviews is time-consuming and often results in missed opportunities for reputation enhancement.
Solution
Testimonial Donut provides an automated platform designed to streamline the collection of Google reviews and video testimonials from mortgage clients. The system initiates automated SMS and email reminders post-settlement, ensuring consistent follow-up without manual intervention. It offers seamless integration with existing CRM workflows, allowing brokers to request reviews directly from their current systems. The platform aggregates all collected reviews and testimonials into a centralized dashboard for easy management and analysis. Furthermore, it enables brokers to embed these reviews and video testimonials onto their websites, enhancing credibility and driving prospect engagement.
Target Audience
The primary users are mortgage brokers and loan officers seeking to enhance their online reputation and leverage client feedback for business development.
Features
- Automated SMS and email reminder sequences for Google review collection, with configurable frequency up to four reminders.
- Direct review request functionality integrated with CRM systems, with future Zapier integration planned.
- Centralized dashboard for tracking review status, client engagement, and overall rating performance.
- Capability to import existing Google reviews and automatically ingest new ones.
- Tools for collecting and managing video testimonials alongside written reviews.
- Embeddable widgets for displaying Google reviews and video testimonials on broker websites, with customizable branding and lightweight performance.
- Support for importing testimonials from various platforms including Capterra, Trustpilot, Product Hunt, G2, Reddit, and LinkedIn.