Bringing home loan consultations to the small screen
Online-first mortgage advice firm · Salem, Oregon
How an online-first mortgage advice firm in Salem, Oregon, with 7 staff, reworked its pages, content and mobile layout in 15 working days from content approval: the starting point, the build and what the team noticed afterwards.
15working days from content approval
- Client
- Online-first mortgage advice firm
- Region
- Salem, Oregon
- Team
- 7 staff; one locally managed operation
- Work
- Pages, content and mobile layout
Where it started
The starting point
The home loan consultations content assumed a wide screen and a patient reader. Mobile visitors got a condensed menu and a long scroll before any way to make contact.
The problem
With home loan consultations, visitors opened one menu section after another just to piece together the offer and locate the right contact route. When customers asked where to click, staff could not give a short answer.
What we built
On phones, a stripped-back menu leads with an overview and loan officer credentials and the consultation process, ending at an unmistakable inquiry button. Page sections follow the sequence of real visitor questions rather than internal structure.
- Mobile navigation
- Short page sections
- Visible contact action
- Readable text sizing
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 mobile path now ends where it should: at an inquiry. Guiding callers through the menu has stopped being part of anyone's job.
In the client's words
“I can text the home loan consultations link mid-conversation and know the person will find the button. I used to have to talk them through the menu step by step.”
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 online-first mortgage advice firm?
On phones, a stripped-back menu leads with an overview and loan officer credentials and the consultation process, ending at an unmistakable inquiry button. Page sections follow the sequence of real visitor questions rather than internal structure. The pieces that did the work: Mobile navigation; Short page sections; Visible contact action; Readable text sizing.
Why is the business not named?
On purpose. The client is described as an online-first mortgage advice firm in Salem, Oregon with 7 staff, which is enough to judge whether the situation is close to yours. The quote is published with permission and attributed to Alison Rutledge, consultation bookings lead, 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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