Routing home loan consultations to the right local team

Remortgage advice firm · Frederick, Maryland

How a remortgage advice firm in Frederick, Maryland, with 4 staff, reworked how its inquiries are routed, owned and reported in 20 working days from content approval: the starting point, the build and what the team noticed afterwards.

20working days from content approval

Client
Remortgage advice firm
Region
Frederick, Maryland
Team
4 staff; one locally managed operation
Work
Routing, ownership and reporting

Where it started

The starting point

The home loan consultations information ignored geography entirely. Contact details were listed without any hint of which one served which area.

The problem

Day to day with home loan consultations, every misrouted call cost two conversations. The site had the location information; it simply never connected it to the inquiry.

What we built

Each location's contact information appears next to the relevant description. When someone sends an inquiry, the chosen location travels with it, along with purchase or refinance goal, property state and callback time.

  • Local contact panel
  • Location selection
  • Location-aware notifications
  • Opening hours

Timeline

20 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 20

    Handover

    The work is live and handed over, within 20 working days of content approval.

What changed

For home loan consultations, routing is decided on the page, before anyone lifts a phone.

In the client's words

“People asking about home loan consultations should not need a map of our internal structure. The page now walks them to the right contact.”

Keith LovellClient services supervisor, Remortgage advice firmFrederick, Maryland

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 remortgage advice firm?

Each location's contact information appears next to the relevant description. When someone sends an inquiry, the chosen location travels with it, along with purchase or refinance goal, property state and callback time. The pieces that did the work: Local contact panel; Location selection; Location-aware notifications; Opening hours.

Why is the business not named?

On purpose. The client is described as a remortgage advice firm in Frederick, Maryland with 4 staff, which is enough to judge whether the situation is close to yours. The quote is published with permission and attributed to Keith Lovell, client services supervisor, 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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