No more silence after home loan consultations submissions
Independent mortgage advice practice · Overland Park, Kansas
How an independent mortgage advice practice in Overland Park, Kansas, with 13 staff, reworked its inquiry forms and replies in 25 working days from content approval: the starting point, the build and what the team noticed afterwards.
25working days from content approval
- Client
- Independent mortgage advice practice
- Region
- Overland Park, Kansas
- Team
- 13 staff; one locally managed operation
- Work
- Inquiry forms and replies
Where it started
The starting point
Sending the home loan consultations form simply returned visitors to the homepage. Nothing confirmed receipt or explained what would happen next.
The problem
When it comes to home loan consultations, uncertainty produced extra work on both sides: repeated submissions from visitors and reassurance calls for staff who would rather have been answering real inquiries.
What we built
A summary page and follow-up email now meet every submission, explaining the path to a conversation with a licensed loan officer, how to amend details and when a reply should be expected.
- Confirmation page
- Acknowledgment email
- Correction contact
- Opening-hours guidance
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, the sender leaves knowing the message arrived and what happens next. Staff handle a single thread per customer instead of matching duplicates.
In the client's words
“Our home loan consultations confirmation says plainly what happens next. Nobody should have to telephone to find out whether a form worked.”
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 independent mortgage advice practice?
A summary page and follow-up email now meet every submission, explaining the path to a conversation with a licensed loan officer, how to amend details and when a reply should be expected. The pieces that did the work: Confirmation page; Acknowledgment email; Correction contact; Opening-hours guidance.
Why is the business not named?
On purpose. The client is described as an independent mortgage advice practice in Overland Park, Kansas with 13 staff, which is enough to judge whether the situation is close to yours. The quote is published with permission and attributed to Michael Wakefield, appointments 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.
Related case studies
- A clearer first reply for home loan consultationsDay to day with home loan consultations, replies now start from substance rather than from questions.
- Bringing home loan consultations to the small screenWhen it comes to home loan consultations, the mobile path now ends where it should: at an inquiry.
- Setting up better home loan consultations conversationsDay to day with home loan consultations, the first conversation now starts on firm ground.
Related services
- Mortgage website developmentHow a mortgage website is actually built: hand-coded pages, 90+ PageSpeed, live in 7 days, no page builder underneath it.
- Custom mortgage website developmentCustom mortgage website development built around your actual programs, your team and your LOS, rather than adapted from a theme.