Starter Platform Package

Start Your Mortgage Website + Lead Management Subscription

Provide the details needed to customize your mortgage website, lead forms, dashboard settings, scheduling links, and follow-up experience. The form creates a structured JSON intake file that can be used to update the platform safely and consistently.

The goal is to help turn borrower interest into real inquiries and make follow-up easier once those inquiries come in.

$1,500 setup

$100/month hosting + maintenance

Final pricing may vary depending on customization, integrations, copywriting, and compliance requirements.

Start with real profile details

This intake starts blank so real loan officer sites do not inherit sample service areas, testimonials, licensing, or demo contact details. Load demo data only when intentionally testing the sample workflow.

Loan Officer Details

First name *Last name *TitleNMLS IDDRE #Phone *Email *Service areaShort public-facing summary used near the top of the website. Keep this concise; do not paste the full city/metro list here.Requested website domain *

Headshot upload

Upload a JPG, PNG, or WebP headshot up to 200 KB. If you want us to resize or adjust the image, email it to hello@loanofficerwebstudio.com.

Upload Headshot

Bio

Brokerage, Licensing, and Compliance

Brokerage/company nameLoan Officer DBAOptional. If provided, this name will be used in the website copyright notice.Company NMLS IDBrokerage DRE #Brokerage website

Company logo upload

Upload a JPG, PNG, or WebP company logo up to 200 KB. If you want us to resize or adjust the image, email it to hello@loanofficerwebstudio.com.

Upload Company Logo

State license textFormal license/disclosure wording approved by your company or compliance team, if applicable. This is different from the marketing service area.Equal Housing label

Brokerage addressLicensed statesStates where you are licensed to originate loans. Use one state abbreviation or full state name per line.Required disclosures

Brand and Content

Theme preset

Coastal Blue

Pick a preset, customize each color, or generate a fresh accessible palette.

Primary color

Secondary color

Background color

Accent color

Color accessibility check

Checks common text/background pairings against a 4.5:1 contrast target for normal text.

Needs review

White CTA text on primary

Invalid

Sample text

White text on accent

Invalid

Sample text

Body text on background

16.45:1

Sample text

Primary links on background

Invalid

Sample text

I understand one or more selected color pairings may need adjustment before launch for accessibility.

Brand toneVisual styleBalanced cards, familiar buttons, and a traditional mortgage-professional feel.

Visual style preview

Classic Professional

This sample uses the selected corner radius, shadow, field border, and button styling.

SpecialtiesLoan programsLocal marketsOptional detailed cities/metros for market sections and SEO. Enter one market per line. Use commas only inside a market name, not as separators. Keep the short summary in Service area.Preferred contact methodsTestimonialsFAQs

Optional trust indicators

These are public marketing claims. Only enter numbers that are accurate, substantiated, and approved for use by the loan officer's company or compliance reviewer.

Years experienceLoans closedTotal funded loan volumeGoogle reviewsReviews URL

Lead Flow

Lead notification emailPreferred CTAScheduling linkInclude homebuyer checklist lead magnet

Social Links

Optional public profile links. These should be reviewed with brokerage or compliance if they are used for mortgage marketing.

LinkedIn URLFacebook URLInstagram URLYouTube URLX / Twitter URL

Legal Acceptance

These acknowledgements create the first electronic acceptance record for the intake. Formal signed documents can still be sent separately through DocuSign, Dropbox Sign, PandaDoc, or another e-signature provider.

Signer full name *Signer titleSigner company

I have read and agree to the Terms of Service, Privacy Policy, and User Agreement.I agree that my mortgage website and lead management platform setup and subscription are governed by the Master Service Agreement, Website And Lead Management Platform Setup Agreement, Hosting and Managed Services Terms, and Change Request Policy, subject to final written terms and any signed statement of work.I understand the Lead Generation Disclaimer: Loan Officer Web Studio does not guarantee leads, appointments, applications, closed loans, revenue, SEO rankings, traffic, conversion rates, approvals, rates, or business results.I understand the Compliance Responsibility Acknowledgement: final copy, licenses, disclosures, privacy/terms, testimonials, Equal Housing details, state disclosures, and company-specific rules must be reviewed by my brokerage, compliance team, or legal counsel before launch.I consent to use electronic records and signatures. By submitting this intake, I intend this electronic acceptance to be associated with my submitted website request.

Your information is stored securely for website setup and review.