A home loan consultations form that explains itself

Help-to-buy mortgage advisers · Salem, Oregon

How a help-to-buy mortgage advisers in Salem, Oregon, with 13 staff, reworked its inquiry forms and replies in 15 working days from content approval: the starting point, the build and what the team noticed afterwards.

15working days from content approval

Client
Help-to-buy mortgage advisers
Region
Salem, Oregon
Team
13 staff; one locally managed operation
Work
Inquiry forms and replies

Where it started

The starting point

The form behind home loan consultations used placeholder text as labels and responded to an incomplete submission with one generic error.

The problem

With home loan consultations, errors accused without explaining. Determined visitors guessed at the problem; the rest simply gave up.

What we built

The rebuilt form keeps every label visible, reports problems in place, and preserves good answers on retry. It asks for purchase or refinance goal, property state and callback time and is explicit about what is optional.

  • Persistent labels
  • Inline errors
  • Retained field values
  • Keyboard focus
  • Optional-field labels

Timeline

15 working days after content approval, including staff review and handover.

  1. Day 0

    Content approved

    The client signs off the wording and material. The working days start here.

  2. In between

    Build and staff review

    We build; the client's own staff review the pages and the inquiry path before anything goes live.

  3. Day 15

    Handover

    The work is live and handed over, within 15 working days of content approval.

What changed

When it comes to home loan consultations, corrections take seconds because the form says exactly what to fix. Staff walking a customer through the page no longer have to apologize for it.

In the client's words

“I submitted the home loan consultations form half-empty on purpose. It told me exactly what was missing and kept the rest. Correct behaviour, at last.”

Charlotte ElleryReception supervisor, Help-to-buy mortgage advisersSalem, Oregon

Questions about this project

How long did this project take?

15 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 help-to-buy mortgage advisers?

The rebuilt form keeps every label visible, reports problems in place, and preserves good answers on retry. It asks for purchase or refinance goal, property state and callback time and is explicit about what is optional. The pieces that did the work: Persistent labels; Inline errors; Retained field values; Keyboard focus; Optional-field labels.

Why is the business not named?

On purpose. The client is described as a help-to-buy mortgage advisers in Salem, Oregon with 13 staff, which is enough to judge whether the situation is close to yours. The quote is published with permission and attributed to Charlotte Ellery, reception supervisor, 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.

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