Orderly updates for home loan consultations content
First-time buyer mortgage brokerage · Overland Park, Kansas
How a first-time buyer mortgage brokerage in Overland Park, Kansas, with 4 staff, reworked how its site is moved, updated and handed over in 25 working days from content approval: the starting point, the build and what the team noticed afterwards.
25working days from content approval
- Client
- First-time buyer mortgage brokerage
- Region
- Overland Park, Kansas
- Team
- 4 staff; one locally managed operation
- Work
- Migration, updates and handover
Where it started
The starting point
The home loan consultations page changed via hallway conversations and vague emails. What exactly to replace was left to the publisher's interpretation.
The problem
When it comes to home loan consultations, request, approval and publication were three separate versions of the same change, reconciled by memory.
What we built
Each change request captures the page, existing text, new text and approver in one short record. Updates touching loan officer credentials and the consultation process go through the identical review before anything goes live.
- Structured change request
- Named approver
- Before-and-after preview
- Publication check
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, one recorded version connects the requester, the approver and the publisher. Routine edits stop generating clarification chains.
In the client's words
“When something about home loan consultations changes, I want to see the exact wording before it goes up. The approval process is that simple now.”
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 first-time buyer mortgage brokerage?
Each change request captures the page, existing text, new text and approver in one short record. Updates touching loan officer credentials and the consultation process go through the identical review before anything goes live. The pieces that did the work: Structured change request; Named approver; Before-and-after preview; Publication check.
Why is the business not named?
On purpose. The client is described as a first-time buyer mortgage brokerage in Overland Park, Kansas with 4 staff, which is enough to judge whether the situation is close to yours. The quote is published with permission and attributed to Elena Mortimer, office manager, 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
- One source of truth for home loan consultationsDay to day with home loan consultations, updates happen once, at the source, with a checklist for everything connected.
- 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
- Mortgage company website designWebsite design for mortgage companies and lenders: a consistent structure across branches, originators and programs, kept current by us.
- Multi-branch mortgage websitesMulti-branch mortgage websites with one page model across every location, each branch ranking locally, compliance wording changed once for all.