Client Review Template for Mortgage Brokers

Add the Client's Words and Attribution

Paste the client's actual feedback into this client review template. Add their name or initials only if you want that attribution on the card. Leave the name empty for an unattributed card.

A rating is optional. Choose a score only when the client supplied it. Leaving No rating selected removes the rating from the card and text output. The editor supplies neither a quotation nor a score.

Enter your brokerage name in its own field. The preview keeps that name separate from the client's words. Quotation marks and line breaks in the feedback remain in the output.

Fit the Review to a Readable Card

Choose a square, portrait or landscape card. Standard and Large change the text size. Left and Centre change the alignment. Light uses dark text on white, Mint uses dark text on pale green and Dark uses white text on a dark background.

These controls change the layout without rewriting the feedback. The preview reports when all the text fits. If a review exceeds the card, image download and printing stay disabled. The text output retains the full entered review.

For a long review, try Portrait for more height or Standard for smaller type. You can also edit the feedback field to use a shorter excerpt. Keep the client's meaning intact when choosing an excerpt. The tool never shortens the quotation automatically.

Copy, Download or Print the Finished Card

Copy review text puts the quotation and any entered attribution, rating and brokerage name on your clipboard. Use that output in a text field. Download text saves the same content as an editable text file.

Download PNG saves the graphic shown in the preview. Use the image where an upload accepts PNG files. Print card opens the browser's print dialog for a handout or a saved PDF. The print output contains the card alone.

The editor formats feedback locally in your browser. It does not collect responses, retrieve reviews or post to review platforms. It cannot verify whether a quotation is genuine. Your entries disappear when you leave or reload the page, so save the finished output first.

For the wider collection and publishing process, read the testimonial videos guide. If you need to review a client's mortgage, use the annual home loan review checklist.