Loan Officer Web StudioMortgage websites + lead management
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Version: change-request-policy-2026-05-29

Change Request Policy

1. Purpose

This Change Request Policy prevents scope creep and confirms how additional work is requested, approved, scheduled, and billed.

2. Initial Scope

The original proposal, statement of work, order form, invoice, or written project description controls project scope. Work not expressly included is excluded.

3. Included Revisions

During the agreed revision period, included revisions may cover minor content revisions, minor visual revisions, and bug fixes related to the agreed scope.

4. Out-of-Scope Work

Out-of-scope work includes new pages, new integrations, new workflows, new CRM connections, additional forms, additional design concepts, significant content rewrites, major redesign requests, custom automation, custom dashboards beyond the included lead management dashboard, paid ad landing pages, blog content, complex SEO content, drip campaigns, and work caused by incomplete or inaccurate customer information.

5. Change Request Procedure

Before out-of-scope work begins, Customer must submit a written request. Loan Officer Web Studio may provide an impact analysis, cost estimate, timeline estimate, and additional invoice. Work begins only after Customer provides written approval and pays any required deposit or invoice.

6. Emergency Requests

Emergency requests may be accepted at Loan Officer Web Studio's discretion and may be billed at $200/hour. Standard additional work outside the agreed scope may be billed at $125/hour.

7. No Verbal Changes

Verbal discussions, calls, text messages, or informal comments do not modify scope unless confirmed in writing by Loan Officer Web Studio.

8. Approval Requirements

All scope changes require written approval by an authorized customer representative. Approval by email, dashboard approval, electronic signature, or written message may be sufficient if accepted by Loan Officer Web Studio.

9. Delay

Change requests may affect project timelines, launch dates, compliance review timing, third-party setup, and cost.