Websites · branch & team
One mortgage team website, a profile for every loan officer.
A branch or team site gives each LO their own page and link, keeps every license line correct, and routes leads by your rules into one CRM — launched in 5 business days.
LO 1
English · SpanishNMLS ID ••••••
LO 2
VA specialistNMLS ID ••••••
LO 3
First-time buyersNMLS ID ••••••
LO 4
Investors (DSCR)NMLS ID ••••••
LO 5
RefinanceNMLS ID ••••••
Site structure
The four layers of a team site
- L1
Branch or team home
Who the team is, where you lend, the programs you share, one application.
- L2
Our loan officers
A grid of profiles, filterable by state, language and specialty.
- L3
LO profile pages
Photo, bio, NMLS ID, licensed states, reviews and a personal apply/booking link.
- L4
Join the team
A recruiting page for LOs considering your branch — what you offer, how to talk to you.
Rollout
How do you launch a site for a whole team at once?
One profile form per LO, one compliance packet for the team, one review round, one launch day. The spine shows the order.
Day 0
Collect every LO's details in one form
Each LO fills a short profile form: NMLS ID, states, bio prompts, photo. The branch manager approves.
Day 1–2
Compliance pass across all profiles
Every profile checked for NMLS lines, state wording and Equal Housing. One packet for your compliance team, not five.
Day 3
Team review
Each LO previews their own page; the manager previews the whole site.
Day 5
Launch with routing on
Rules switch on, LOs get their links and the reviews engine starts for everyone.
FAQ
Team website questions
What is a mortgage team website?
One site for a branch or team: a team home page, a page listing all loan officers, a profile page per LO with their own NMLS ID and licenses, shared calculators and one application — with leads routed to the right LO.
Is one team site better than separate LO sites?
For most teams, yes: one domain builds search authority faster, compliance reviews happen once, and the manager sees every lead. LOs still get their own shareable profile and link.
Can we add a recruiting page?
Yes — a "join the team" page is common on branch sites. We keep it factual (no income claims) and route enquiries to the manager only.
How many LOs can a team site hold?
Own Shop includes 5 profiles; each extra LO is $19/mo. There's no hard cap.
How does lead routing work for a team?
Rules in the CRM included with your plan: round-robin, state license, language, referral source or a mix. Each LO gets alerts for their own leads; the manager sees everything.
Can LOs keep their own pipelines private?
Yes — permissions can limit each LO to their own contacts while managers see all.
What happens when an LO joins or leaves?
Joining: a profile form and a compliance check, usually live in a business day. Leaving: profile removed, URL redirected, leads reassigned.
How much does a branch website cost?
Own Shop at $229/mo plus $649 setup (waived yearly). Larger branches can contact us for a multi-office setup.
Can we add the AI receptionist for the whole team?
Yes. One AI Engine answers the team line and website chat and books into each LO's calendar. See the AI Engine.
Launch day in 5 business days
Every LO on one site, every lead in one place.
Tell us how many LOs and which states. We'll map profiles and routing on a 15-minute call.
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