Online Pre-Qualification / Rate-Quote Request Form
Captures income, loan purpose, and timeline, routing straight to your inbox while the borrower is still shopping.
Free Website Build on Annual Plans
Big Banks Have Bigger Budgets. You Have the Relationship. Lead With It.
WorkspaceCMS builds a free site with pre-qualification, loan program pages, and a mortgage calculator to win borrowers away from big banks.
★ Free AI Visibility Check
When someone asks AI for a mortgage brokerage near them, does your name come up?
ChatGPT, Claude, and Perplexity only recommend sites they can read. Most small-business sites fail that test. Scan yours free and see exactly where you stand.
Free · no signup · scores the 15 signals AI uses to find you · ~20 seconds
Free website build included on every plan: build capacity is limited
✦ Always Fresh: a free visual redesign 24 months after your site goes live, on Essentials, Growth, Premium and Ultra.
See it in action
A real site, live on the web
A real site we designed and built, live on the web. This one is our Mortgage Broker build. Explore it, then picture it with your services, your photos, and your words.
Mortgage Broker Demo
Summit Ridge Mortgage
- Loan program pages (conventional, FHA and VA, jumbo, bank statement)
- Live monthly payment calculator with a full calculators page
- Current rates page kept separate from the pre-approval flow
- Loan officer profile pages
- Borrower scenario case studies showing how a file got approved
- Client reviews and an FAQ on soft credit pulls and broker fees
⚡ Fast on every deviceBuilt for Google from day oneAccessible by design
Built for your industry
Every feature your mortgage website needs
WorkspaceCMS ships with tools built specifically for local businesses, not bolt-on plugins.
Loan Program Pages
Dedicated pages for conventional, FHA, VA, jumbo, and refinance programs, each explaining eligibility.
Loan Officer Bios & NMLS License Display
Bio pages with NMLS license numbers, experience, and specialties for every loan officer.
Mortgage Calculator
An interactive calculator keeps borrowers modeling payments on your site, not a bank's.
Document Checklist & Process Explainer
A step-by-step breakdown of the loan process, pre-qual through closing, cuts back-and-forth calls.
Client Testimonials
Real testimonials give borrowers a reason to trust a local, responsive alternative.
Current-Rate Display or Rate-Request CTA
A rate snapshot or request CTA keeps rate-shopping borrowers engaged on your site.
Local SEO for '[City] Home Loans'
Built to rank for 'mortgage broker near me' and '[city] home loans' searches.
Platform featureHow mortgage brokerages get found
SEO and AI readability, built into every plan
Most website builders hand you SEO tools. We do the on-page work for you, then show you how far each step goes.
- Every planSEO and AI level 1 of 3
Built to be found
Every page is optimized for Google and for AI assistants like ChatGPT before it goes live. Your blog is ready for you to write, with AI tools to help polish each post.
- On-page SEO and AI readability on every page at launch
- Clean page titles, descriptions and sitemaps
- Site speed and health monitored every week
- Premium and UltraSEO and AI level 2 of 3
Plus AI blogging
Our AI drafts search-optimized blog posts in your voice, and you approve each one. Content like this usually only comes with a paid SEO campaign.
- AI Blog Writer, drafts in your voice for you to approve
- A monthly AI visibility report: how ChatGPT and others see you
- A monthly progress report from your Search Console and Google Analytics
- Add-on campaign, any planSEO and AI level 3 of 3
The growth campaign
A paid SEO & AI campaign is what grows your rankings month after month, led by a dedicated strategist.
- A dedicated strategist, plus strategy time with our team
- Campaign content written by people, plus high-authority backlinks
- Campaign authority building, technical fixes and ranking monitoring
Every plan includes the on-page SEO foundation, built to be read by Google and AI assistants. Growing your rankings is a separate SEO & AI campaign you can add to any plan, billed monthly on a 6-month term.
How it works
From signup to live site, we handle the hard parts.
We Learn Your Loan Programs and Target Borrowers
We learn the loan programs you offer and the borrowers you serve best, so your site speaks to them.
We Build a Trust-Forward Site With a Pre-Qual Flow and Calculator
Your loan program pages, officer bios, and calculator go live with a pre-qualification form.
We Launch With Local SEO for 'Mortgage Broker Near Me'
Your site is optimized to compete for '[city] home loans' searches from day one.
Update it yourself, or just send a ticket
Update rates and loan programs yourself anytime. Rather not do it yourself? Send a ticket and our team makes the change for you, on every plan. Want ongoing hands-on management? Ask about our managed add-on.
Included vs. add-on
For mortgage brokerages: the foundation is included, a growth campaign is your call
Included on every plan
The foundation
- Every page set up for Google and AI assistants before launch
- Titles, descriptions and a sitemap on every page
- Speed and health checked every week
- Your blog, ready for your first post
Optional
Campaign add-on, 6-month term
The growth campaign
- A campaign strategist who plans the work with you
- Human-written campaign content and backlinks from respected sites
- Technical fixes and rank tracking as the campaign runs
Simple, flat pricing
Flat pricing. No agency games.
No setup fees. Free site build included. Billed monthly (annual optional).
Essentials
$89/mo
Up to 10 pages
100 AI credits a month
about 3 full-length blog posts or 50 SEO rewrites a month
For an independent loan officer building their first professional site.
- Up to 10 pages, every page managed. Blog posts are unlimited and never count as pages.
- AI + SEO-ready structure & optimization
- Unlimited managed updates
✓ Free 6-page website: 3 pages designed for your business + blog, T&C & Privacy styled to match
Growth
$199/mo
Up to 25 pages
400 AI credits a month
about 13 full-length blog posts or 200 SEO rewrites a month
For an established brokerage with multiple loan officers.
- Up to 25 pages, every page managed. Blog posts are unlimited and never count as pages.
- Blog + local landing pages
- AI-powered content tools + unlimited managed updates
✓ Free 10-page website: 7 pages designed for your business + blog, T&C & Privacy styled to match
Most Popular
Premium
$449/mo
Unlimited pages
1,200 AI credits a month
about 40 full-length blog posts or 600 SEO rewrites a month
For brokerages with real loan volume on the line: every program and market, plus the full AI toolkit.
- Unlimited pages, every page managed. No page cap on Premium, and blog posts are unlimited too.
- Deep content coverage + multi-location support
- AI SEO tools (Visibility Tracker, Site Audit, Blog Writer, Brand Voice) + managed updates
✓ Free 15-page website: 12 pages designed for your business + blog, T&C & Privacy styled to match
Ultra
$749/mo
Unlimited pages
1,600 AI credits a month
about 53 full-length blog posts or 800 SEO rewrites a month
Many loan programs across many markets each need their own explanation. Each quarter brings two more integrations, whether that is application intake, a loan officer CRM or e-signature, and a monthly working hour keeps content tied to what is selling.
- Everything in Premium, at Premium's service levels, with no page cap
- Choose from 3 homepage mockups before we build, generated from your questionnaire
- Unlimited revision rounds, until you approve the design
- 2 new integrations a quarter, plus a monthly working session with the team
✓ Free 15-page website: 12 pages designed for your business + blog, T&C & Privacy styled to match
Every plan: unlimited updates made for you, break-fix included, hosting + SSL handled, and a real team on every ticket.
Managed platform
When something breaks, you do not go looking for a developer
On WordPress and other open platforms, the host blames the plugin, the plugin blames the theme, and everyone tells you to hire someone. There is no one whose job it is to fix your site. Here there is exactly one, and fixing it is not a line item.
What is covered: anything that breaks on our side. The platform, the hosting, the code, the templates, security patches.
What is not: brand-new work such as a new integration, a new template, or a redesign, and outages at a vendor you own such as your registrar or your MLS feed. Those get scoped and quoted.
New: lead generation
We host it, we optimize it, and now we help bring the leads in
Our lead generation tool, Signal, reads public conversations on Reddit, community forums, YouTube, LinkedIn and X, finds people asking for what you sell, and puts them in your dashboard while the conversation is still live, with a note on why each one is worth a reply. It never posts or messages anyone for you.
An add-on for Growth, Premium and Ultra, not part of the plan price. Your first scan is free. After that it is $20 a scan, or 15 scans for $249/mo.
See how lead generation worksEnterprise is a different process: full custom design, Figma mockups first, and a dedicated project manager from kickoff to launch. See Enterprise, from $999/mo →
Billed monthly (annual optional). Free site build included. See full pricing details →
AI features use AI Credits from your plan’s monthly allowance, and each AI action shows its cost before you run it. Anything you do by hand, without AI, doesn’t use credits. See the AI Credit Schedule.
FAQQuestions,
Questions,
answered.
Can borrowers get pre-qualified through the site?
Yes. A structured pre-qualification form captures income range, loan purpose, property type, and timeline, giving you a qualified lead to follow up on rather than a vague 'contact us' message. WorkspaceCMS builds this form into every mortgage broker site with submissions routed directly to your inbox.
Should NMLS license numbers be displayed?
Yes. Displaying NMLS license numbers on loan officer bio pages is both a regulatory expectation and a trust signal. Borrowers researching a broker want to verify licensing before sharing financial details. WorkspaceCMS includes NMLS display on every loan officer profile.
Is a mortgage calculator expected on these sites?
It's quickly become a baseline expectation. Borrowers want to model monthly payments before talking to anyone, and a calculator keeps them engaged on your site instead of leaving for a generic bank tool. WorkspaceCMS includes an interactive mortgage calculator as a standard feature.
How do mortgage brokers rank locally against big banks and online lenders?
Local mortgage SEO is built on loan-program-specific pages, a well-maintained Google Business Profile, and a fast, mobile-friendly site, the areas where large bank sites are often generic and slow. WorkspaceCMS builds every site to a 90+ Lighthouse target (typical builds clear it; specific scores vary by content and integrations) and structures your site with code that helps Google understand your business.
What loan programs should get dedicated pages?
At minimum: conventional, FHA, VA, jumbo, and refinance, each with its own page explaining eligibility and typical borrower fit. Google ranks pages, not sites, so a single generic 'loan programs' page won't rank for 'FHA loan [city]' and 'VA loan [city]' at the same time. WorkspaceCMS builds each program its own optimized page.
How fast does the site launch?
Most mortgage broker websites launch within a few business days of onboarding. We gather your loan programs, officer bios, NMLS numbers, and service area during a structured intake, then build, optimize, and launch. Ongoing updates, including rate changes and new programs, are handled by our team on your plan's turnaround (4, 2 or 1 business days).
Agency bolt-ons
Your CMS comes with an agency that has worked since 2012 behind it.
Your CMS is the foundation. Bolt on our agency’s SEO, PPC, LSA, and social campaigns whenever you’re ready to accelerate.
SEO Campaigns
Rank for the keywords that bring paying customers.
What’s included
Ongoing organic search campaigns: keyword targeting, link building, technical audits, and monthly reporting. Built on agency data going back to 2012.
PPC / Google Ads
Paid search managed by specialists, not generalists.
What’s included
Full-funnel Google Ads management: search, display, Performance Max. Every campaign is conversion-tracked and tied to real revenue.
LSA Campaigns
Own the Local Services Ads pack in your market.
What’s included
Local Services Ads setup and management. Google-screened badge, lead verification, bid strategy, built for service-area businesses that live and die by local calls.
Social Campaigns
Meta, Instagram, TikTok: wherever your customers scroll.
What’s included
Paid social strategy, creative, and media buying across Meta, Instagram, and TikTok. Retargeting, lookalike audiences, and creative that converts.
Grow your practice
Guides for growing your mortgage brokerages
Practical guides to get found on search, book more appointments, and win new patients.
- Get found on searchShow up first when borrowers search for a mortgage broker
- Get more leadsTurn website visitors into rate-quote and consultation leads
- Win new clientsWin new borrowers with campaigns run by a real team
- See examplesSee a real brokerage site built to generate leads
- Agency vs DIYWhy DIY sites rarely rank or convert, and what to do instead
Ready to get your Mortgage Brokerages website built, free?
Annual plan includes a free semi-custom website build: 3 to 12 pages, depending on your plan.
No setup fees · 12-month term, then month-to-month · 30-day money-back guarantee