BrokerEngine

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

<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. That's all.

Go to the side menu and click Boards &gt; Reviews. BrokerEngine displays the contact name on the Review in Progress stage.

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

<a href="https://kb.brokerengine.com.au/en/articles/3277577-conduct-proactive-client-reviews">Conduct Proactive Loan Reviews</a>

Update information and generate recommendations

Manually Trigger Reviews

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Manually Trigger Reviews

Contents

Prerequisites

Triggering a manual review

Viewing the results

Related articles