What your customers are trying to do
Home buyers and owners refinancing want to book a chat.
A mortgage broker website usually has to handle appointment booking, pre-appointment questionnaires and first home buyer guides.
Appointment booking: buyers want to talk before house hunting or refinancing. Offer phone, video and in-person options.
Pre-appointment questionnaires: income and goals collected early speed up the first chat. Ask for goals and timing, leaving detailed financials for a secure process.
First home buyer guides: first buyers research the process for months. Explain general steps and link to official sources for schemes.