Frequently Asked Questions

Our base website package is $650 upfront and $195/month. This includes your mortgage website build, hosting, ongoing website support, website customization, content/page updates, technical support, and general website management.

This gives mortgage professionals, teams, and companies a professional, lead-focused website without having to manage the technical side themselves.

LoanSites offers several add-on packages for mortgage professionals who want additional marketing, automation, and growth support.

• Advanced SEO: $895/month on top of the website package
• LoanSites Ai Chat: $125/month on top of the website package
• LoanSites CRM: $97/month
• Unlimited Graphic Design: $550/month

These packages can be added based on your company’s goals, whether you want more organic traffic, better lead conversion, CRM tools, or ongoing design support.

The base website is built with a clean, SEO-friendly structure, including proper page organization, WordPress setup, mobile responsiveness, and the ability to customize important SEO elements.

For clients who want ongoing SEO growth, keyword research, blog content, city pages, optimization, and a more aggressive search engine strategy, we recommend adding the Advanced SEO package, which is $895/month on top of the website package.

Website-related design and customization are included as part of the website package.

For clients who need ongoing marketing graphics, social media graphics, flyers, print materials, ads, branded collateral, presentations, and other design work, we recommend the Unlimited Graphic Design add-on, which is $550/month.

AI chat is available as an add-on.

Our LoanSites Ai Chat can be added to your website for $125/month on top of the website package. This is a great option for mortgage companies that want to better engage website visitors, answer common questions, and help convert more visitors into leads.

The LoanSites CRM is available separately for $97/month.

The website can support lead capture forms, tracking, and integrations, but if you want to use the LoanSites CRM to help manage leads and follow-up, that can be added as a separate monthly service.

The best package depends on your goals. If you need a professional mortgage website with ongoing support, the base website package is a strong starting point. If you want to drive more organic traffic, the Advanced SEO package is usually the next best add-on. If you want better visitor engagement, LoanSites Ai Chat can help. If you want help managing leads, the LoanSites CRM may be a good fit. If you need consistent marketing materials, the Unlimited Graphic Design package is ideal.

We recommend scheduling a call so we can learn more about your goals and recommend the best setup for your company.

Yes. Our websites are built on WordPress, which gives you a flexible, widely used, SEO-friendly platform that can grow with your business over time.

WordPress also makes it easier to add pages, optimize content, integrate third-party tools, manage blog content, and maintain control over the structure of the website.

Yes. We can provide backend/admin access if you would like your team or SEO representative to make updates directly.

Many clients prefer to send update requests to our team so we can handle them properly, but we are also comfortable giving appropriate access to your team.

Yes. Clients can have backend access if they want to make edits directly. Many clients prefer to send updates to LoanSites so our team can handle them properly, but we can provide access for your internal team if desired.

You own your domain name and any materials you provide or add to the website. This may include your logo, branding assets, images, written content, page copy, blog posts, SEO content, disclosures, and other client-provided materials.

LoanSites provides the website build, hosting, support, customization, platform setup, licensed tools, plugins, templates, design framework, and ongoing website management as part of our monthly website service.

To keep the website live, hosted, maintained, supported, and managed through LoanSites, the monthly website service must remain active.

In simple terms: the content and materials you provide belong to you, while the website build, hosting environment, platform configuration, and ongoing management are part of the LoanSites service.

Yes. Your website content, page copy, images you provide, branding assets, page structure, and SEO structure belong to you.

Because the website is built on WordPress, the core website content can be exported or migrated if you ever decide to move platforms.

WITH that said, some licensed plugins, hosting configurations, custom tools, premium systems, or LoanSites-specific functionality may not transfer exactly as-is to another provider. But the core content and structure of the website are yours.

You own your domain name and any content, blog posts, SEO content, images, branding, and other materials that you provide or add to the website.

If you ever decide to move to another platform, you are able to export or copy the content you own, including written page content, blog posts, SEO posts, and other client-owned materials.

With that said, the LoanSites website build itself, including the design framework, layouts, custom styling, platform configuration, licensed tools, plugins, templates, and proprietary setup, is part of the LoanSites service and is not transferred for clients to duplicate, self-host, or manage independently outside of LoanSites.

In simple terms: your content belongs to you, but the LoanSites website system and build structure remain part of the LoanSites platform.

No. LoanSites is designed to be flexible and practical for mortgage companies. Our website support is typically month-to-month, unless otherwise stated in your specific agreement.

Yes. We strongly recommend that clients own and control their own domain name.

If we assist with DNS or domain setup, we can help configure everything properly, but the domain itself should remain under the client’s ownership.

Yes. We can build the new website on a development link first and then launch it on your existing domain when everything is approved.

LoanSites websites are custom-built for mortgage professionals using our proven WordPress framework, mortgage website tools, pre-built page structures, themes, plugins, and design systems.

This allows us to build professional, lead-focused mortgage websites efficiently while still customizing the website around your brand, colors, logo, content, services, loan programs, markets, team, and business goals.

Because we specialize in the mortgage industry, some pages, layouts, tools, plugins, and content structures may overlap across websites. This is intentional because we use proven mortgage website elements that are designed to work well for loan officers, mortgage brokers, and mortgage companies.

With that said, your website can be fully customized to your brand and be unique to your company. The goal is to give you the benefits of a custom mortgage website without requiring the cost, timeline, or complexity of building every single element from scratch.

Yes. We can use your existing logo, brand colors, fonts, photography, messaging, and design direction.

If you do not have a complete brand style, we can also help guide the visual direction.

Yes. In many cases, we can either rebuild the existing website in a cleaner, faster, more SEO-friendly way or create a completely new design while preserving important content and SEO value.

They are highly customizable.

City pages can include unique local content, service area details, mortgage program information, calls to action, FAQs, internal links, maps, reviews, and SEO metadata.

Loan program pages can be customized by product type, borrower need, eligibility details, benefits, FAQs, and conversion goals.

Loan officer pages can include bios, photos, contact information, application links, NMLS details, licensing information, reviews, service areas, specialties, and unique SEO content.

We recommend making these pages as unique and useful as possible so they have a better chance of performing well in search results.

Yes. Individual loan officer pages can include their bio, photo, contact information, license information, application links, reviews, service areas, loan specialties, and SEO-focused content.

Yes. Branch or location pages can be created and optimized for local SEO, including city-specific content, address information, team members, maps, reviews, and local calls to action.

There is no strict limit on the number of pages your website can have.

You can add loan program pages, branch pages, loan officer pages, blog posts, landing pages, resource pages, recruiting pages, and other content as your business grows.

For SEO purposes, we recommend creating pages strategically so each page has a clear purpose, unique content, and a strong structure rather than simply adding large numbers of thin or duplicate pages.

Yes. Pages can be published without being added to the main navigation, which allows them to remain accessible by direct link.

If you do not want a page indexed by search engines, we can also set the page to noindex when appropriate. This is useful for private landing pages, ad campaign pages, partner pages, internal-use pages, or pages that are not intended to appear in Google search results.

Yes. You can create dedicated landing pages for paid ads, email campaigns, referral partners, recruiting, loan programs, or specific calls to action.

Yes. We recommend building out your website first, and then adding Advanced SEO, CRM, and/or Ai Chat after the site is live on your domain name.

Yes. LoanSites websites are built with an SEO-friendly foundation, including clean WordPress structure, mobile responsiveness, SEO-friendly pages, customizable URLs, headings, metadata capabilities, and strong content organization.

With that said, there is a difference between having an SEO-friendly website and running an activate SEO campaign.

For clients who want more aggressive organic growth, keyword research, blog content, city pages, local SEO strategy, backlink acquisition, press releases, local citations, and ongoing optimization, we recommend our Advanced SEO package, which is $895/month on top of the website package.

Yes. These can be customized for key pages, blog posts, city pages, loan program pages, landing pages, and other important website content.

Yes. Blog functionality is supported on LoanSites websites, and the website can be used for long-form educational content, SEO content, borrower resources, and mortgage updates.

If you want your team to write and publish your own blog content, the website can support that.

If you want LoanSites to handle ongoing SEO-focused content creation, keyword research, and blog posting for you, we recommend our Advanced SEO package, which is $895/month on top of the website package.

Yes. LoanSites can help create mortgage-focused SEO content, including city pages, loan program pages, blog posts, FAQs, resource pages, and long-form educational content.

Ongoing SEO content creation is typically handled through our Advanced SEO package, which is $895/month on top of the website package. This package is designed for mortgage professionals who want to improve search visibility, attract more visitors, and build long-term organic traffic.

Yes. Existing content can usually be migrated into the new website.

We can also improve formatting, internal linking, and SEO structure during the migration.

Yes. Redirects can be set up from old URLs to the appropriate new pages to help preserve SEO value and prevent broken links after launch.

Yes. We can add or support schema markup where appropriate, including organization, local business, FAQ, article, review, and loan-related structured data.

Yes. We can create SEO-focused city pages, state pages, loan program pages, and local landing pages depending on your licensing, service areas, and SEO strategy.

Yes. We can structure pages so they are more useful, specific, and unique rather than simply duplicating the same generic mortgage content across multiple pages.

Yes. We’ll do custom keyword research through our Advanced SEO package. This helps identify relevant mortgage keywords, local search opportunities, loan program topics, borrower questions, and content ideas that can support long-term organic growth.

Yes, in many cases. Lead forms can often be connected to CRMs through email routing, Zapier, webhooks, API integrations, or native third-party tools.

The exact setup depends on the CRM you use and what type of integrations it supports. If your CRM provides webhook support, Zapier support, an API, or an email parsing option, we can usually find a practical way to send lead data into the system.

LoanSites also offers its own LoanSites CRM for $97/month for clients who want a mortgage-focused CRM option that works alongside their website.

We’ll build out most lead forms for you, but we can essentially add any form customization that you’d like. This could include purchase inquiry forms, refinance inquiry forms, pre-approval requests, contact forms, consultation requests, loan officer contact forms, recruiting forms, and custom lead capture forms.

Yes. Form notifications can usually be routed based on the page, loan officer, branch, form type, or other submitted information.

Yes. A form can send email notifications, store entries in the website backend, trigger webhooks, connect to Zapier, or push data into compatible CRMs and marketing systems.

We do not recommend your borrowers upload documents through your website due to compliance complications.

For sensitive borrower documentation, we recommend using secure systems and making sure the process aligns with your compliance requirements.

In essentially every case, yes. Integration options do depend on whether your CRM or LOS provides API access, webhook support, Zapier support, embed codes, or third-party integration options.

Yes. Lead forms can often include hidden fields, tracking parameters, page source data, or campaign information to help identify where the lead came from.

Yes. Through our Advance SEO add-on, we will support conversion tracking through Google Analytics, Google Tag Manager, Meta Pixel, Google Ads, call tracking platforms, and other tracking tools.

If you are not subscribed to our Advanced SEO add-on and want to add your own tracking, just send us your tracking pixel and we’ll add it to the site.

Yes. The website can support better lead capture, notifications, tracking, and CRM handoff. For clients who want a LoanSites-managed lead follow-up system, the LoanSites CRM is available for $97/month.

Yes. Most third-party tools can be integrated as long as they provide a WordPress plugin, embed code, script, API, iframe, webhook, or similar integration method.

This can include chat widgets, AI tools, ChatGPT/OpenAI-powered tools, lead capture tools, call tracking, analytics platforms, CRMs, marketing tools, and more.

LoanSites also offers its own LoanSites Ai Chat add-on for $125/month on top of the website package. This is a good option for mortgage professionals who want an AI chat experience directly on their LoanSites website.

There is no blanket limitation, but API integrations and custom development depend on the specific tool, documentation, authentication requirements, data flow, security considerations, and project scope.

Simple integrations are often straightforward. More complex integrations may require custom development, testing, and a separate quote depending on the amount of work involved.

Before committing to a custom integration, we would review the technical requirements and confirm what is possible, what is recommended, and whether there are any limitations from the third-party provider.

Yes. Most third-party chat widgets can be added using scripts, plugins, embeds, or Google Tag Manager.

LoanSites also offers LoanSites Ai Chat for $125/month on top of the website package if you want a built-in AI chat option for your mortgage website.

Yes. AI chat can be added to your LoanSites website.

We offer LoanSites Ai Chat for $125/month on top of the website package. This can help answer common visitor questions, guide users toward the right next step, and improve lead conversion on your website.

If you want to use a different AI tool, we can usually integrate it as long as the provider supports website installation through a script, plugin, embed, API, or webhook.

Yes. LoanSites has developed a full suite of mortgage calculators that can be added to your website.

Our calculators are designed for borrower engagement and lead generation, with built-in calls to action that allow users to email or save their calculator results.

Available calculator options include:

• Repayment Calculator
• Affordability Calculator
• Early Payoff Calculator
• Rent vs. Buy Calculator
• Seller Net Profit Calculator
• Rate Buydown Calculator
• HELOC Calculator
• Mortgage Comparison Calculator
• Refinance Comparison Calculator
• DSCR Investor Calculator
• Adjustable Rate Mortgage Calculator
• VA Calculator
• Jumbo Calculator
• FHA Calculator
• Conventional Calculator
• USDA Calculator
• 203k Renovation Calculator

Yes. We can add application buttons, embedded forms, iframe tools, or external links depending on how your application system is designed.

Yes. Google Tag Manager can be added so your team or marketing agency can manage tracking scripts, pixels, and conversion events more easily.

Yes. These tracking tools can be added directly or through Google Tag Manager.

Yes. We can support custom scripts, tracking pixels, schema markup, Zapier connections, webhooks, Google Tag Manager, Google Analytics, Meta Pixel, Google Ads tracking, LinkedIn Insight Tag, call tracking scripts, and other similar tools.

Basic script placement and standard tracking setup can often be handled as part of website support.

More advanced integrations, custom API work, complex automation, or deeper CRM workflows may require additional setup, custom development, or one of our add-on packages depending on the scope.

Yes. Google Reviews can be displayed on the homepage or other pages using review widgets, WordPress plugins, or third-party review tools.

These can often be shown as a carousel, slider, grid, or scrolling review section depending on the design style you want and the tool being used.

Yes. Testimonials can be added manually to the homepage, landing pages, loan officer pages, city pages, or dedicated review pages.

Yes. Video testimonials can be embedded from platforms like YouTube, Vimeo, or other supported video tools.

Yes. Trust badges, partner logos, lender relationships, awards, certifications, association logos, and other credibility elements can be added where appropriate.

Yes. NMLS numbers, licensing disclosures, state licenses, equal housing language, and other required mortgage disclaimers can be added throughout the website.

Yes. Individual loan officer pages can include their personal NMLS number, contact details, licensing information, and required disclosures.

Yes. We can add your provided compliance language to the footer, disclosure pages, loan officer pages, state pages, landing pages, or other required areas.

We can help format and place compliance language, but final compliance approval should come from your internal compliance team, legal counsel, broker, lender, or licensing/compliance representative.

Yes. Specific pages can include unique disclaimers, licensing language, rate disclaimers, calculator disclaimers, product-specific compliance language, or state-specific notices.

Yes. Hosting is included as part of the LoanSites website service.

Hosting is included as part of our website service, and we manage the technical environment for performance, reliability, and security.

We build with website speed and Core Web Vitals in mind, including clean page structure, image optimization, caching, mobile responsiveness, and performance-conscious design.

Website speed can also be affected by third-party scripts, tracking pixels, chat widgets, embedded tools, large images, videos, and external plugins. We help balance functionality with performance so the site remains as fast and user-friendly as possible.

For clients running SEO campaigns, website performance is also an important part of the overall strategy, which is one reason many clients pair the website package with our Advanced SEO package.

Yes. We maintain backup processes as part of the website hosting and management environment.

Yes. LoanSites manages WordPress, plugin, and website maintenance so clients do not have to handle the technical side themselves.

Yes. We use SSL, secured VPS hosting, Wordfence-based firewall, hosting-based firewall, security best practices, and monitoring tools to help keep websites secure.

If there is a website issue, our team can investigate and work to resolve it.

Most issues are related to hosting, DNS, plugin conflicts, third-party scripts, or external services, and we help troubleshoot accordingly.

Yes. We can help point the domain, update DNS records, configure launch settings, and coordinate with your domain provider when needed.

Ongoing website support typically includes website updates, content edits, page edits, image swaps, form updates, plugin maintenance, technical support, troubleshooting, and general website assistance.

This is included in the base website package, which is $650 upfront and $195/month.

For services beyond regular website support, such as ongoing SEO content, advanced search optimization, AI chat, CRM tools, or ongoing marketing graphics, LoanSites offers add-on packages.

Clients can send requests to the LoanSites team through our support form located here: http://support.loansites.com/

We review the request and complete it based on scope, complexity, and priority.

Simple website updates are typically completed within 1-48 hours, depending on the request queue and the complexity of the update.

Examples of simple updates include text changes, image swaps, button/link updates, adding disclosures, updating contact information, or making small page edits.

Larger requests, such as building new pages, setting up integrations, creating custom functionality, troubleshooting complex issues, or making design changes, may require more time. We can usually give a better estimate once we review the specific request.

Our goal is to provide reliable ongoing support so your team does not have to manage the technical side of the website alone.

Yes. LoanSites includes unlimited website support and customization with the base website package.

This includes routine website updates, content edits, page changes, image swaps, form updates, and general website support.

With that said, separate services such as Advanced SEO, LoanSites Ai Chat, LoanSites CRM, Unlimited Graphic Design, major custom development, complex integrations, or full rebuilds may require an add-on package or separate quote depending on the request.

Yes. New pages can be added after launch, including loan program pages, blog posts, landing pages, team pages, recruiting pages, and resource pages.

We typically build the initial development website within 10 business days. Once the development site is ready, we present it to the client for review, make any requested edits on the dev site, and then take the website live once we have the client’s approval.

Most websites go live within about one month of signup, depending on how quickly feedback, content, domain access, and approvals are provided.

With that said, websites can often go live much faster when needed. In some cases, we can launch within one week or sooner, depending on the scope of the website and how quickly everything is approved.

Yes. The website is built on a development link first, so your team can review it and request changes before it is launched on your live domain.

Typical items include your logo, brand colors, team information, licensing details, application links, and any content or examples you want us to reference.

LoanSites focuses specifically on mortgage websites and marketing solutions for mortgage professionals. We build custom websites with unlimited support and unlimited customization.

Instead of simply building a nice-looking website, we build mortgage websites designed to support credibility, lead generation, SEO, conversion, and long-term growth.

We also offer add-on services that help mortgage companies grow beyond the website itself, including:

• Advanced SEO: $895/month
• LoanSites Ai Chat: $125/month
• LoanSites CRM: $97/month
• Unlimited Graphic Design: $550/month

This allows clients to start with a strong mortgage website and then add the marketing tools and support they need as they grow.