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.
Last updated: February 2026 · BrokerEngine
In This Article
Step-by-Step Guide
Follow these steps to manually trigger a client review:
Step 1 — Open the Contact Record
Go to the side menu and click Contacts. Search for the client you would like to trigger a review card for. Click the Edit button.
Step 2 — Trigger the Review
Click the Reviews tab and then click the Trigger Review Now button.
Step 3 — View the Results
Go to the side menu and click the Reviews tab. BrokerEngine displays the contact name in stage Review in Progress.
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