BrokerEngine

Client reviews identify ways to improve service and better understand client needs. Although reviews are automated, occasionally, you might want to trigger a review manually.  

<a href="#h_a05c991a50">Prerequisites</a>

<a href="#h_ab48e7c63c">Triggering a manual review</a>

<a href="#h_1258dfe13e">Related articles</a>

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Know how to conduct a <a href="https://kb.brokerengine.com.au/en/articles/2745508-how-to-do-a-client-review">client review</a>.

Go to the side menu and click Contacts.

1. Go to the side menu and click Contacts. 
2. Search for a client.
3. Click the Edit button.

Click the Reviews tab and then click the Trigger Review Now button.

Go to the side menu and click the Reviews tab. BrokerEngine displays the contact name in stage Review in Progress.

<a href="https://kb.brokerengine.com.au/en/articles/5229665-setting-up-an-automated-birthday-email">Setting Up an Automated Birthday Email</a>

<a href="https://kb.brokerengine.com.au/en/articles/3277577-conducting-proactive-loan-reviews">Conducting Proactive Loan Reviews</a>

Update information and generate recommendations

Manually Trigger Reviews

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Track the progress of all tickets related to your company.

Tickets portal.

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Contents

Prerequisites

Triggering a manual review

Viewing the results

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