Connecting home loan consultations inquiries to their source

Self-employed mortgage advice practice · Columbia, South Carolina

How a self-employed mortgage advice practice in Columbia, South Carolina, with 10 staff, reworked how its inquiries are routed, owned and reported in 15 working days from content approval: the starting point, the build and what the team noticed afterwards.

15working days from content approval

Client
Self-employed mortgage advice practice
Region
Columbia, South Carolina
Team
10 staff; one locally managed operation
Work
Routing, ownership and reporting

Where it started

The starting point

The business counted visits but could not connect a single home loan consultations inquiry to the page that prompted it.

The problem

With home loan consultations, page views said nothing about which content actually prompted contact. Popular pages were assumed to be effective, which is not the same thing.

What we built

Each submission now records its originating page and category alongside purchase or refinance goal, property state and callback time. The report counts genuine inquiries apart from traffic, and message content stays out of reporting.

  • Originating-page field
  • Service category
  • Inquiry reporting
  • Exclusion of sensitive message text

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, the team can see which pages lead to inquiries and decide what to improve next on that basis.

In the client's words

“The guesswork about home loan consultations content is over. We can see where inquiries begin, and that alone improves every review meeting.”

Nicola SherbourneFront office lead, Self-employed mortgage advice practiceColumbia, South Carolina

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 self-employed mortgage advice practice?

Each submission now records its originating page and category alongside purchase or refinance goal, property state and callback time. The report counts genuine inquiries apart from traffic, and message content stays out of reporting. The pieces that did the work: Originating-page field; Service category; Inquiry reporting; Exclusion of sensitive message text.

Why is the business not named?

On purpose. The client is described as a self-employed mortgage advice practice in Columbia, South Carolina with 10 staff, which is enough to judge whether the situation is close to yours. The quote is published with permission and attributed to Nicola Sherbourne, front office lead, 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.

Book a demo