Self-sorting visitors on the home loan consultations page
Green mortgage advice brokerage · Baton Rouge, Louisiana
How a green mortgage advice brokerage in Baton Rouge, Louisiana, with 16 staff, reworked how its inquiries are routed, owned and reported in 15 working days from content approval: the starting point, the build and what the team noticed afterwards.
15working days from content approval
- Client
- Green mortgage advice brokerage
- Region
- Baton Rouge, Louisiana
- Team
- 16 staff; one locally managed operation
- Work
- Routing, ownership and reporting
Where it started
The starting point
The home loan consultations contact route was a single page for every kind of visitor. New business and ongoing conversations arrived indistinguishable.
The problem
With home loan consultations, staff opened each message blind. Sorting new business from ongoing threads required reading everything, every morning, by hand.
What we built
A simple opening choice between a new inquiry, an existing request and a general question now leads visitors to the appropriate route. The new-inquiry path asks for purchase or refinance goal, property state and callback time.
- Contact categories
- Separate follow-up route
- Relevant form fields
- Clear button labels
Timeline
15 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 15
Handover
The work is live and handed over, within 15 working days of content approval.
What changed
When it comes to home loan consultations, the inbox now describes itself. Categories come attached to each message, and follow-ups no longer masquerade as new inquiries.
In the client's words
“New home loan consultations customers and existing ones use different doors, and we can see which is which before opening anything.”
Questions about this project
How long did this project take?
15 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 green mortgage advice brokerage?
A simple opening choice between a new inquiry, an existing request and a general question now leads visitors to the appropriate route. The new-inquiry path asks for purchase or refinance goal, property state and callback time. The pieces that did the work: Contact categories; Separate follow-up route; Relevant form fields; Clear button labels.
Why is the business not named?
On purpose. The client is described as a green mortgage advice brokerage in Baton Rouge, Louisiana with 16 staff, which is enough to judge whether the situation is close to yours. The quote is published with permission and attributed to Rashid Youssef, director, 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
- 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.
- Turning the home loan consultations document into usable pagesWith home loan consultations, people can read the relevant section on screen, and staff can link straight to it.
Related services
- Mortgage broker website designWebsite design for mortgage brokers: a page for every loan type you place, the broker case made plainly, inquiries tagged into your CRM.
- Custom mortgage website developmentCustom mortgage website development built around your actual programs, your team and your LOS, rather than adapted from a theme.