Ratings & Review Policy

VERDE's ratings and review system is designed to give consumers honest, useful information about the advisors in our network — and to give advisors a fair, transparent process for managing their reputation on the platform.

All reviews displayed on VERDE are submitted by consumers who were matched with an advisor through the platform. VERDE does not author, purchase, or fabricate reviews.

Only consumers who have received a lead match through VERDE are eligible to submit a review for the matched advisor. This requirement exists to ensure that reviews reflect genuine service experiences.

One review per lead — each consumer may submit one review per lead match. Submitting multiple reviews for the same advisor through different accounts or lead submissions is prohibited.

Timing — reviews may be submitted at any time after a lead match is delivered. There is no expiration window, but VERDE may weight recent reviews more heavily in an advisor's displayed rating.

Anonymous option — consumers may choose to display their first name and last initial, or submit anonymously. Email addresses are collected for verification purposes only and are never displayed publicly.

VERDE collects reviews through two channels:

Post-match invitation — after a lead is delivered, VERDE may send the consumer an email invitation to rate their experience with the matched advisor. Participation is voluntary.

Platform submission — consumers may also submit a review directly through the VERDE Ratings & Reviews page at any time after a lead match.

VERDE does not offer incentives (cash, discounts, or other benefits) to consumers in exchange for submitting reviews, and advisors are prohibited from offering incentives for reviews.

Approved reviews are displayed on the advisor's public VERDE profile and on the VERDE Ratings & Reviews page. The following information is shown:

Star rating — a 1–5 star rating selected by the consumer.

Review title — a short headline provided by the consumer (optional).

Review body — the consumer's written comments (optional if a star rating is provided).

Service vertical — the category of service the consumer sought (e.g., Insurance, Mortgages).

Reviewer name — displayed as first name and last initial, or "Anonymous" if the consumer chose not to be identified.

Date — the date the review was submitted.

An advisor's displayed star rating is the arithmetic mean of all approved reviews. VERDE does not weight, adjust, or normalize ratings except as described in Section 8 (Preferred Advisor Threshold).

All submitted reviews are subject to moderation before publication. VERDE reviews submissions for compliance with the following content standards:

No personal attacks — reviews may not include personal insults, threats, or language targeting an advisor's protected characteristics.

No false statements of fact — reviews that contain demonstrably false factual claims (e.g., fabricated credentials or events) may be removed.

No confidential information — reviews may not disclose confidential financial, medical, or personal information about the reviewer or third parties.

No promotional content — reviews may not promote competing services or include advertising.

No profanity or hate speech — reviews containing profanity, slurs, or hate speech will be removed.

Moderation is not a substantive editorial review. VERDE does not remove reviews simply because they are negative, critical, or unflattering to an advisor. Honest negative feedback that complies with these content standards will be published.

Advisors may submit a professional response to any review of their services through the Advisor Dashboard. Responses are displayed publicly beneath the original review.

Advisor responses must comply with the same content standards that apply to consumer reviews. Responses that attack the reviewer personally, disclose confidential consumer information, or contain false statements will be removed.

VERDE recommends that advisors use responses to thank reviewers, clarify factual misunderstandings, and demonstrate their commitment to client service — not to argue or assign blame.

Advisors who believe a review violates VERDE's content standards may submit a dispute through the Advisor Dashboard.

Grounds for dispute — valid grounds include: the review contains demonstrably false statements of fact; the review was submitted by someone who was not a genuine lead match; the review violates VERDE's content standards as described in Section 5.

Not valid grounds — a review being negative, critical, or unflattering is not a valid basis for removal. VERDE does not remove reviews because an advisor disagrees with the consumer's characterization of events.

Review timeline — VERDE will review disputes within 10 business days and notify the advisor of the outcome.

Outcome — if VERDE determines that a review violates its content standards, the review will be removed or edited to remove the offending content. If the dispute is not upheld, the review will remain published.

Consumer notification — if a review is removed following a dispute, the consumer who submitted it will be notified.

VERDE's Preferred Advisor designation requires, among other criteria, a minimum 4.5-star average rating across at least 10 verified reviews.

The rating used for Preferred eligibility is calculated from all approved reviews on the advisor's profile. VERDE does not exclude negative reviews from this calculation.

Advisors whose rating falls below 4.5 stars will have their Preferred badge removed until the threshold is met again. This evaluation occurs on a rolling 90-day basis.

For full details on Preferred Advisor criteria, see the VERDE Advisor Standards page.

The following conduct is strictly prohibited and may result in immediate suspension or removal from the VERDE network:

Review solicitation with incentives — advisors may not offer gifts, discounts, referral fees, or any other benefit in exchange for a review.

Fake reviews — submitting, arranging, or facilitating the submission of reviews by people who were not genuine lead matches is prohibited.

Review suppression — advisors may not pressure, threaten, or offer compensation to consumers to withdraw or modify a review.

Coordinated review attacks — submitting or coordinating the submission of negative reviews targeting a competitor advisor is prohibited.

VERDE monitors review patterns for signs of manipulation and may investigate unusual activity without prior notice.

VERDE may update this Ratings & Review Policy from time to time. Material changes will be communicated to advisors by email at least 30 days before they take effect. Continued participation in the VERDE network after the effective date constitutes acceptance of the revised policy.

Questions about this policy should be directed to:

Email: [email protected]

Platform: Use the Help & Support section of your Advisor Dashboard or the Contact page.