A mortgage website that feels like the credit union your members already trust
A credit union mortgage website works when it matches the member experience of the main site, explains programs in the plain language members expect, and routes inquiries into the team's CRM or LOS without sending members through a third-party portal that looks nothing like you.
What usually goes wrong for credit union mortgage teams
- The mortgage section of the main site is three paragraphs and a PDF.
- Members are sent to a vendor portal that looks like a different institution.
- The mortgage team cannot change anything without the core banking web team.
- Local search for mortgages in your community goes to national lenders.
The pages your site will carry
8 pages at launch, each with the same disclosure block, identifiers and application path.
- Mortgage home for members
- One page per program the credit union offers
- Meet the mortgage team, with NMLS identifiers
- Payment estimator
- First-time buyer guide for members
- How to apply as a member
- Community and homebuyer events
- Contact the mortgage team
Member payment estimator
Styled to the credit union's brand and configured with purchase price, down payment, term and the rate you publish, if any. The result is labeled as an estimate and not a quote, offer or pre-approval, and each estimate is sent to the mortgage team's CRM or LOS with the member's details, ready for a call.
Every figure the estimator shows is illustrative. It is never a quote, an offer, a rate lock, an approval or a statement of eligibility. The wording and the disclosures are approved by your compliance team before launch.
Questions from credit union mortgage teams
Every question, groupedCan the mortgage site live on a subdomain of the credit union?
Yes, and that is usually the right answer. A subdomain such as mortgages.yourcu.org keeps the brand and the trust of the main domain while letting the mortgage team run its own pages and its own update schedule.
How does it fit with our compliance and IT policies?
We work to your policies. The site carries the identifiers, disclosures and equal housing notices your compliance officer specifies, the hosting and security posture is documented for your IT team, and no member data beyond the inquiry itself is held on the site.
Can members apply on the site?
Members apply through the application your LOS or vendor already provides. The site links into it with the program preselected, and any short inquiry form on the site routes to the team rather than replacing the application.
Do the articles suit a member audience?
Yes. They are written as general homebuyer education in the tone credit unions are known for, cite their sources, and say plainly that the member's own loan officer discusses their situation.
See it built for credit unions
A live walk-through, on your screen, of the site you would get. Then you know the plan, the launch date and what we need from you.
Book a demo