Keeping home loan consultations follow-ups out of the new-inquiry queue

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.

The follow-up route is brief by design: a reference if available, then the question. New requests continue to collect purchase or refinance goal, property state and callback time separately, and staff can tell the streams apart at a glance. The pieces that did the work: Existing-request contact route; Optional reference field; Separate email subjects; New-inquiry form.

On purpose. The client is described as a later-life lending advice firm in Green Bay, Wisconsin with 7 staff, which is enough to judge whether the situation is close to yours. The quote is published with permission and attributed to Luke Corbett, case administrator, but we do not publish the business name, its logo or its web address.

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.