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Get Started
Step
1
of
5
- Your Info
20%
Your Name
*
First
Last
Your Email
*
Phone Number
NMLS Number
*
How did you find out about us?
If someone told you about us, enter their name here
Website business name
*
Tagline (optional)
Do you own your domain name already?
e.g. mywebsite.com
Yes
No
Current website or domain
If you don't own a domain yet, enter the one you want here
Application URL
If you have a 3rd party POS or application link, enter it here
Do you have your web content ready?
Yes, take it from my existing website
Yes, it's in documents ready to go
Nope, use the standard Loan Officer X content
How long have you been in business?
Are you a single LO or do you have a team?
*
Single loan officer
I have a team or branch
How many staff do you have?
*
1-4
5-10
10+
Which loan programs do you provide?
*
Conventional Loans
FHA Loans
VA Loans
Jumbo Loans
Reverse Mortgages
How do you want to be perceived? (e.g. professional, fun)
Enter any URLs to competitor websites that you like
Who are your ideal customers?
Ex: Are you a veteran that specializes in VA loans? Do you like(or dislike) working on DPA files? If you service a rural area and do USDA, etc.
Anything else you can tell us about the people that you want to visit your site?
Why do you need a new website?
What do you like about your old website?
What don’t you like?
Describe your ideal website in 1-2 sentences
What is your ideal lead process?
Ex: Do you want to push people straight to an app? Do you have a third party scheduler? What happens after they reach out?
What is the MOST important single thing that a visitor to your site should do?
Ex: Call you, send you an email, book an appointment, complete an application, etc.
Any secondary goals?
Ex: Sign up to a newsletter, send you an email, etc.
Tick any of the following sections you would like on your website
*
Loan Programs
Blog
Mortgage Calculator
Home Value Report
Testimonials
Landing Pages for Ads
List out any additional pages you want on your site
If you don't know what you want, don't stress too much, we can add more later.
Any other technical details or features we need to include?
What's in your head... what do you want the website to do? Let loose here
Copy in the URL of 3 to 5 websites you like, describe what you do and don’t like with each one
What is the primary colour of your branding?
What is the secondary colour?
Upload your current logo
Max. file size: 4 MB.
Do you have any concerns or worries?
Don't hold back. We want to know it all so that we can make this a good experience for everyone
Comments
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