Website Redesign and Loan Officer Tools for Success Mortgage Partners

Success Mortgage Partners (SMP), a national mortgage company with a focus on fostering strong relationships with clients and loan officers, engaged Media Genesis to redesign their website and enhance the digital experience for their customers and team members. The primary goals included improving website functionality, creating loan officer pages, and integrating essential tools like a mortgage calculator. This partnership was aimed at creating a user-friendly, accessible website while providing tools for prospective homebuyers and loan officers alike.

Challenges and Opportunities

As SMP aimed to upgrade its digital presence, a few specific challenges and opportunities were identified: 

1. Streamlined Loan Officer Pages: SMP needed individual loan officer pages that were easy to update and manage, allowing visitors to find and contact loan officers in different states. The pages needed to be integrated with a mortgage calculator and allow for updates to key contact information​​. 
2. Improved Backend Functionality: SMP’s proprietary CMS limited their ability to make updates quickly. A transition to WordPress was necessary to give the team full access to manage content independently​. 
3. Mortgage Calculator Integration: SMP wanted to offer a mortgage calculator directly on the loan officer pages, enabling visitors to calculate their potential mortgage costs while viewing loan officer profiles​​. 
4. Recruiting Focus: The website needed to effectively support SMP’s recruitment efforts by providing a seamless application process and highlighting career opportunities in a compelling way​. 

Unlocking Success: Next-Level Strategies

To address these challenges, Media Genesis implemented a strategic solution that involved custom development, design updates, and user-friendly features: 

• Loan Officer Page Development: Media Genesis developed a scalable solution for SMP’s loan officer pages, ensuring that each officer could have their own customizable page. These pages included the loan officer’s contact information, NMLS number, and a mortgage calculator, allowing potential clients to calculate their mortgage costs directly from the LO profile page​​. 

• Mortgage Calculator Integration: A custom mortgage calculator was added to the loan officer pages. This allowed users to calculate their mortgage estimates while reviewing the loan officer’s profile, creating a more seamless user experience. The calculator was thoroughly tested to ensure it was functional and accurate​. 

• Backend Functionality and Import Process: To streamline the content update process for SMP, Media Genesis moved the website to WordPress, providing full control over content management. Additionally, Media Genesis automated the import process for loan officer data, ensuring that all necessary information could be updated quickly without manual input from the SMP team​. 
• SEO and Compliance: Media Genesis ensured that the redesigned site maintained strong SEO performance, with appropriate keyword integration and meta tag optimization. Accessibility features, including Userway integration for ADA compliance, were also maintained to ensure the website met modern standards​.
  

Outcomes and Influence

The collaboration between Success Mortgage Partners and Media Genesis resulted in significant improvements to SMP’s online presence: 

• Enhanced Loan Officer Pages: The loan officer pages provided a personalized, easy-to-navigate experience for users looking to connect with a loan officer in their area. The integration of the mortgage calculator made these pages more functional and engaging, helping visitors make informed decisions​​. 

• Increased Efficiency: By automating the loan officer data import process and transitioning to a WordPress CMS, Media Genesis greatly improved SMP’s ability to manage content updates quickly and independently. This reduced manual effort and allowed the team to focus on more strategic initiatives​. 
• Improved User Experience: With a modern design, streamlined navigation, and the integration of key features like the mortgage calculator and career opportunities, SMP’s website offered a more engaging and functional experience for both prospective clients and potential recruits​.
  

Conclusion

Through thoughtful design and development, Media Genesis helped Success Mortgage Partners create a user-friendly, scalable website that supports their business objectives. By focusing on enhancing the loan officer pages and improving backend functionality, SMP is now better positioned to serve its clients and grow its team. 

If you’re looking to enhance your website’s functionality and improve user experience, contact Media Genesis to see how we can support your business.