Migrating home loan consultations without breaking the past
Adverse credit mortgage brokerage · Plano, Texas
How an adverse credit mortgage brokerage in Plano, Texas, with 16 staff, reworked how its site is moved, updated and handed over in 20 working days from content approval: the starting point, the build and what the team noticed afterwards.
20working days from content approval
- Client
- Adverse credit mortgage brokerage
- Region
- Plano, Texas
- Team
- 16 staff; one locally managed operation
- Work
- Migration, updates and handover
Where it started
The starting point
Years of sharing had embedded the old home loan consultations addresses in emails, leaflets and directories. The planned rebuild would move most of them.
The problem
Day to day with home loan consultations, every unmoved address was a dead end waiting for a returning visitor. Without an inventory, the risk could not even be sized.
What we built
The team catalogued the old addresses, assigned each one a relevant new destination and reviewed the full mapping before launch. The new reference page covers loan officer credentials and the consultation process, with navigation labels matching the revised structure.
- URL inventory
- Redirect map
- Internal link updates
- Missing-page checks
- Launch review
Timeline
20 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 20
Handover
The work is live and handed over, within 20 working days of content approval.
What changed
For home loan consultations, visitors following years-old links land somewhere useful.
In the client's words
“They mapped our legacy home loan consultations addresses before touching the design. That ordering told me they understood what a rebuild risks.”
Questions about this project
How long did this project take?
20 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 adverse credit mortgage brokerage?
The team catalogued the old addresses, assigned each one a relevant new destination and reviewed the full mapping before launch. The new reference page covers loan officer credentials and the consultation process, with navigation labels matching the revised structure. The pieces that did the work: URL inventory; Redirect map; Internal link updates; Missing-page checks; Launch review.
Why is the business not named?
On purpose. The client is described as an adverse credit mortgage brokerage in Plano, Texas with 16 staff, which is enough to judge whether the situation is close to yours. The quote is published with permission and attributed to Jessica Sutherland, client onboarding coordinator, 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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