One source of truth for home loan consultations
Shared ownership mortgage advice firm · Fargo, North Dakota
How a shared ownership mortgage advice firm in Fargo, North Dakota, with 13 staff, reworked how its site is moved, updated and handed over in 10 working days from content approval: the starting point, the build and what the team noticed afterwards.
10working days from content approval
- Client
- Shared ownership mortgage advice firm
- Region
- Fargo, North Dakota
- Team
- 13 staff; one locally managed operation
- Work
- Migration, updates and handover
Where it started
The starting point
Several pages about home loan consultations repeated the same facts. Some had been updated after operational changes; others still carried the previous wording.
The problem
For home loan consultations, every update was a treasure hunt across duplicate pages. Customers quoted old wording with complete confidence, and staff could not blame them.
What we built
A single page is now the authoritative source for loan officer credentials and the consultation process. The handover assigns an owner, schedules reviews and lists every location a change touches.
- Content inventory
- Consolidated reference
- Review schedule
- Change checklist
Timeline
10 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 10
Handover
The work is live and handed over, within 10 working days of content approval.
What changed
Day to day with home loan consultations, updates happen once, at the source, with a checklist for everything connected. The odds of a visitor reading contradictions drop accordingly.
In the client's words
“Our home loan consultations pages used to disagree with each other. Now there is one version, and a named person keeps it true.”
Questions about this project
How long did this project take?
10 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 shared ownership mortgage advice firm?
A single page is now the authoritative source for loan officer credentials and the consultation process. The handover assigns an owner, schedules reviews and lists every location a change touches. The pieces that did the work: Content inventory; Consolidated reference; Review schedule; Change checklist.
Why is the business not named?
On purpose. The client is described as a shared ownership mortgage advice firm in Fargo, North Dakota with 13 staff, which is enough to judge whether the situation is close to yours. The quote is published with permission and attributed to Sanjay Rastogi, advice team 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
- Orderly updates for home loan consultations contentWith home loan consultations, one recorded version connects the requester, the approver and the publisher.
- Answers about home loan consultations, written down onceFor home loan consultations, the FAQ now serves visitors and staff as the same reference.
- Sharper boundaries around home loan consultationsWhen it comes to home loan consultations, expectations now match the process before the first conversation.
Related services
- Multi-branch mortgage websitesMulti-branch mortgage websites with one page model across every location, each branch ranking locally, compliance wording changed once for all.
- Mortgage company website designWebsite design for mortgage companies and lenders: a consistent structure across branches, originators and programs, kept current by us.