Free checklist

Loan Officer Website Checklist

Use this checklist to review what a personal mortgage website should include before investing in design, ads, SEO, or lead generation.

This is educational business-planning material only. It is not legal, compliance, marketing, financial, or mortgage advice. Final website copy and disclosures should be reviewed by the appropriate compliance/legal team before launch.

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Borrower-Facing Website

Clear homepage message focused on the borrower problem, not only the loan officer bio.
Professional headshot, contact information, service area, and NMLS details.
Simple mobile navigation with obvious ways to request help.
Loan program pages that explain options without promising approval, rates, or outcomes.
FAQ content that answers real borrower questions in plain language.

Lead Capture

Lead form asks for name, email, phone, city, loan purpose, timeframe, and message.
Consent language covers phone, text, and email follow-up where applicable.
Success message sets expectations without implying a loan application or approval.
Lead notification email routes to the right inbox.
Spam protection such as Cloudflare Turnstile or similar protection is enabled.

Borrower Tools

Mortgage calculator provides educational estimates only.
Payment breakdown includes principal and interest, taxes, insurance, and HOA when relevant.
Calculator disclaimer is visible near the estimate.
Calculator CTA invites a mortgage review without creating a loan-offer impression.

Compliance Presentation

Loan officer NMLS and company NMLS are visible where required.
Brokerage/company name, address, and license details are included when required.
Equal Housing wording/logo/link follows company and state requirements.
Privacy Policy and Terms of Use links are available.
Disclaimers clarify that the site is informational and not a loan commitment, approval, quote, or financial advice.
Final copy is reviewed by the loan officer, brokerage, compliance team, or legal counsel before launch.

Local SEO Basics

Page titles and descriptions mention the loan officer, service area, and mortgage topic naturally.
Sitemap and robots.txt are available after launch.
Structured data supports organization, website, FAQ, and local business context where appropriate.
Google Search Console is configured and the sitemap is submitted.
Google Business Profile and public profiles link to the new website where allowed.

Reviews and Trust

Testimonials are approved for website use before publishing.
Placeholder testimonials are clearly marked as demo content if used in a sample site.
Trust indicators such as years of experience, reviews, or loans closed are only used when accurate and substantiated.
No claims imply guaranteed approval, savings, closings, leads, or search rankings.

Follow-Up Workflow

New leads are stored in a dashboard or organized system, not only sent to a crowded inbox.
Lead status, notes, and contact history can be reviewed after submission.
Text, email, call, voicemail, and appointment activity can be logged.
Do-not-contact requests are respected in the follow-up workflow.
Automation, SMS drips, and CRM integrations are reviewed separately before use.

Launch and Reporting

Domain is connected and the primary domain is consistent in metadata.
Forms, emails, captcha, dashboard login, scheduling link, and mobile layout are tested.
Analytics is configured with a valid GA4 Web stream measurement ID if the client wants traffic reporting.
A post-launch checklist is completed before broader promotion.

Next step

Want this checklist turned into a working website and dashboard?

Loan Officer Web Studio can build the borrower-facing website, lead form, calculator, dashboard workflow, hosting setup, and launch checklist around the loan officer's approved information.

$1,500 setup + $100/month

Final pricing may vary depending on customization, copywriting, integrations, compliance requirements, and optional upgrades. Results are not guaranteed.

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