Draft website prepared
The loan officer website is customized with profile, brokerage, NMLS, service area, lead form, calculator, reviews, and disclosures.
Compliance process management
A cleaner path from draft website to approved launch.
Mortgage websites need careful review before launch. This workflow helps collect approval or requested changes from the right person while keeping a record of what was reviewed.
Review link sent
A secure review link is emailed to the brokerage, manager, compliance contact, or other designated reviewer.
Reviewer responds
The reviewer can approve the draft or request changes with notes. No account is required for the first version of this workflow.
Approval recorded
Approval details, reviewer name, role, email, date, and notes are stored before the site is moved toward launch.
Sample review link
See what a reviewer receives before launch.
This demo review page shows the draft site link, compliance checklist, reviewer details, and the approval or requested-changes form using the Alex Morgan sample profile.
Review checklist
Built to support review, not replace it.
The website service can organize the review workflow and update the site with approved changes. It does not provide legal advice, compliance approval, or brokerage sign-off.
- Loan officer and company NMLS display
- State license and advertising disclosure language
- Equal Housing wording and required logo/link usage
- Privacy Policy and Terms of Use links and approved language
- Company, brokerage, address, and website information
- Lead form consent and non-application language
- Not a loan approval, rate quote, or commitment to lend disclaimers
- Calculator, program, testimonial, privacy, and terms language
- Trust indicators and review claims are accurate and substantiated
- Any brokerage or state-specific publishing requirements
Want the website process to feel organized from day one?
The setup fee covers the initial site build and customization. The monthly plan keeps the site hosted, maintained, updated, and supported, including routine updates after approved review notes.