Loan Officer Web StudioMortgage websites + lead management
Resources

Checklist · 7 min read

What Should a Mortgage Website Include?

A checklist-style guide for mortgage professionals reviewing website content, lead forms, calculators, disclosures, SEO, and follow-up.

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

Start with the borrower's problem.

A mortgage website should quickly answer what the borrower can do on the site. The loan officer's background matters, but the first screen should make the next step obvious.

  • Buying a first home
  • Reviewing refinance options
  • Comparing loan programs
  • Estimating payment
  • Requesting a mortgage review

Include useful borrower tools.

A calculator, FAQ, and loan program pages can make the site more helpful before a borrower contacts the loan officer. These tools should use careful educational language and avoid quoting rates or promising payments.

Make compliance elements visible.

Mortgage websites should make room for NMLS, company information, Equal Housing wording, privacy/terms links, lead form consent, and disclaimers. Specific wording should be reviewed before launch.

  • Loan officer NMLS
  • Company NMLS
  • State/license information where required
  • Equal Housing wording or logo/link requirements
  • Not a commitment to lend disclaimer

Plan for follow-up before traffic arrives.

A website that captures inquiries should also give the loan officer a way to review, prioritize, and document follow-up. Otherwise, leads can fall back into a crowded inbox.

Use the full website checklist.

The checklist page gives a more detailed launch review for website, SEO, compliance presentation, and follow-up workflow.

Open Checklist