A practical workflow
Choose the milestone
Ask after a viewing or completed service step. Keep the request separate from offers, deposits and eligibility decisions.
Protect private details
Avoid personal addresses, financial information and contract terms in review prompts or attachments.
Describe the actual service
Encourage comments about communication and organisation. Do not add a transaction outcome that has not happened.
Avoid this mistake
Do not use a review request to influence a housing decision or expose someone’s circumstances.
What to check
Check factual accuracy and privacy before the customer approves the draft.
Adapt the process to the service
The right invitation depends on the interaction, the customer’s circumstances and the information involved. Use the dedicated industry page for relevant touchpoints, then test the actual customer journey. Keep the business identity accurate and the request optional. A sample review is an illustration of wording, not a testimonial or evidence that the same result happens for every customer.