Turning the home loan consultations document into usable pages
Whole-of-market mortgage adviser · Manchester, New Hampshire
How a whole-of-market mortgage adviser in Manchester, New Hampshire, with 10 staff, reworked its pages, content and mobile layout in 25 working days from content approval: the starting point, the build and what the team noticed afterwards.
25working days from content approval
- Client
- Whole-of-market mortgage adviser
- Region
- Manchester, New Hampshire
- Team
- 10 staff; one locally managed operation
- Work
- Pages, content and mobile layout
Where it started
The starting point
Everything a home loan consultations visitor needed was technically available, but inside a document formatted for a filing cabinet.
The problem
When it comes to home loan consultations, one document covered everything and signposted nothing. Answering a simple question meant attaching the entire file and wishing the caller luck.
What we built
The material covering loan officer credentials and the consultation process now lives in headed, linkable page sections. Anchor links reach individual answers, and a printable summary survives for those who want one.
- HTML reference pages
- Descriptive headings
- Section links
- Printable summary
Timeline
25 working days after content approval, including staff review and handover.
- Day 0
Content approved
The client signs off the wording and material. The working days start here.
- In between
Build and staff review
We build; the client's own staff review the pages and the inquiry path before anything goes live.
- Day 25
Handover
The work is live and handed over, within 25 working days of content approval.
What changed
With home loan consultations, people can read the relevant section on screen, and staff can link straight to it. The printable version stays available for those who prefer a hard copy.
In the client's words
“The home loan consultations details did not change. The format did, and suddenly the information works.”
Questions about this project
How long did this project take?
25 working days after content approval, including staff review and handover. The working days are counted from the day the client approved the content, so the time the client spent gathering and signing off their material is not part of it. The launch window for a new site on each of our plans is set out on the pricing page.
What did we build for this whole-of-market mortgage adviser?
The material covering loan officer credentials and the consultation process now lives in headed, linkable page sections. Anchor links reach individual answers, and a printable summary survives for those who want one. The pieces that did the work: HTML reference pages; Descriptive headings; Section links; Printable summary.
Why is the business not named?
On purpose. The client is described as a whole-of-market mortgage adviser in Manchester, New Hampshire with 10 staff, which is enough to judge whether the situation is close to yours. The quote is published with permission and attributed to Chitra Guha, practice administrator, but we do not publish the business name, its logo or its web address.
Did this project involve rates, approvals or lending advice?
No. The work was about how the website handles inquiries and content. We are not a lender, mortgage broker, loan originator or financial adviser, and nothing on a site we build quotes a rate, states eligibility or implies an approval. The wording on every page, including the route to a conversation with a licensed loan officer, is reviewed and approved by the client.
Want the same fix on your own site?
A live walk-through of the site you would get, with the inquiry path and pages set up for your business. Plans from $137 a month, and the $797 build fee is invoiced only after launch.
Related case studies
- Answers about home loan consultations, written down onceFor home loan consultations, the FAQ now serves visitors and staff as the same reference.
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