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.

$1,500 setup

$100/month hosting + maintenance

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

Demo intake loaded

The form is prefilled with Alex Morgan sample data so you can submit it, generate JSON, and preview how intake content appears on the site.

Loan Officer Details

First name *Last name *TitleNMLS IDPhone *Email *Service area

Headshot upload or URL

/alex-morgan-portrait.png

Upload Headshot

Bio

Brokerage, Licensing, and Compliance

Brokerage/company nameCompany NMLS IDBrokerage websiteLogo path or URLState license textEqual Housing label

Brokerage addressLicensed statesRequired disclosures

Brand and Content

Theme preset

Coastal Blue

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

#17345c#2f78c4#edf5fb#567766

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.

Passes contrast checks

White CTA text on primary

12.48:1

Sample text

White text on accent

4.97:1

Sample text

Body text on background

14.93:1

Sample text

Primary links on background

11.33:1

Sample text

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 marketsPreferred contact methodsApproved testimonialsFAQs

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 closedGoogle reviews

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.

This creates a JSON profile for the `loan-officer-client-update` skill.