A home loan consultations site the team can run themselves
Family mortgage and protection practice · Manchester, New Hampshire
How a family mortgage and protection practice in Manchester, New Hampshire, with 16 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
- Family mortgage and protection practice
- Region
- Manchester, New Hampshire
- Team
- 16 staff; one locally managed operation
- Work
- Migration, updates and handover
Where it started
The starting point
An earlier project had delivered a site and then vanished. Every question about updating home loan consultations content depended on reaching someone who no longer worked on it.
The problem
When it comes to home loan consultations, approval routes, update procedures and test steps existed in no written form. When the usual contact was away, the site simply froze.
What we built
The handover includes a page inventory, update instructions, a contact list and a brief check of the route to a conversation with a licensed loan officer. It names an owner and a backup reviewer for loan officer credentials and the consultation process.
- Page inventory
- Maintenance notes
- Backup reviewer
- Form check instructions
- Support contacts
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, the site now comes with its own instructions for keeping it. Cover arrangements are a matter of reading a document, not interviewing former staff.
In the client's words
“Launch-day me was grateful for the home loan consultations pages. Vacation-returning me was grateful for the documentation. The second gratitude lasts longer.”
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 family mortgage and protection practice?
The handover includes a page inventory, update instructions, a contact list and a brief check of the route to a conversation with a licensed loan officer. It names an owner and a backup reviewer for loan officer credentials and the consultation process. The pieces that did the work: Page inventory; Maintenance notes; Backup reviewer; Form check instructions; Support contacts.
Why is the business not named?
On purpose. The client is described as a family mortgage and protection practice in Manchester, New Hampshire with 16 staff, which is enough to judge whether the situation is close to yours. The quote is published with permission and attributed to Isabel Linton, customer inquiries 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.
Related case studies
- Clear ownership for home loan consultations inquiriesFor home loan consultations, ownership, status and backup are visible at a glance.
- Routing home loan consultations to the right local teamFor home loan consultations, routing is decided on the page, before anyone lifts a phone.
- 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.
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