Guide to Creating & Improving Your Website for Brokers

Posted by Hannah Lapin on Jun 14, 2022 12:04:08 PM

laptop with Visio's website

If you are looking to grow your broker business, step one should be revamping your website. When executed properly, a business website provides a way for potential customers to find you on the internet, establishes authority, and serves as your 24/7 customer service representative. If that doesn’t convince you, here is some pretty compelling data from HubSpot on the powerful uses of a business website.

broker websites infographic

Websites are also affordable and easy to maintain. In this guide, we’ll take a closer look at what brokers should put on their websites, as well as how they can create one.

Elements of a Successful Broker Website

If you already have a website, congratulations! You’re ahead of the game. Let’s take some time to make sure your website is fully serving your business. We’ll go page by page and give you the essentials for each. If you do not have a website, feel free to skip to the next section to learn how to set up a new website.


Think of your homepage as your virtual front door. This is the main page to draw visitors into your website, and therefore needs to give an overview of your business and offerings, as well as provide guidance on where else to look.

Visio's homepage

A homepage should include:

  • Logo: Place your logo in the upper left-hand corner. This will clearly identify your brand. Further, most companies place their logos in the same spot, so users will expect to see it there.
  • Navigation: Also at the top of the page should be a navigation menu to your other pages. Remember, with your homepage you are inviting users in and showing them where else to go.
  • Header: HubSpot marketing platforms say users should be able to tell what your business does in under three seconds. Make your header short and sweet and really hone in on your message. Our is "Nation's Leader in Rental Loans."
  • Key-Business Selling Points: This is essentially your elevator pitch. List out what makes your business stand out and why customers love you.
  • Sub-Headers: Now that you have your business initiatives summed up in a few keywords, you can break the rest of the information into sections with sub-headers. We have sections featuring our loan programs, our experience, and our testimonials.


About Page

This is the page that tells your story and establishes your credibility.

Visio's About Us page

Here are the main points you want to convey on your About page:

  • Tell Your Company Story: How long have you been in business? What is your experience? What do you bring to the table?
  • Establish Credibility: What do your customers say about you? Are you accredited with any trusted organizations, such as the Better Business Bureau? Have you won any awards?
  • Share Your Mission and Values: Websites make it hard to connect on a personal level, but sharing your mission statement and the values you hold as a business can help.


Contact Page

This is the page that tells your customers how to get in touch with you.

Visio's Contact Us page

Here is what you need to put on your contact page to give your audience ample opportunities to reach you:

  • Contact Form: Put a form on the page so people can fill it out, and share their contact information with you.
  • Address: Even if you run a business where people do not visit you in the office, putting an address adds credibility.
  • Contact Information: Include an email address and phone number where people can reach you. People especially appreciate a phone number if they want to reach you immediately.
  • Social Channels: If you have a social media presence, link your channels on your contact page.


Product & Services Page

This is the page that shares the product and services you have to offer.

Visio's Loan Programs page

Here is what you should aim to put on this page:

  • List of your products or services: Simply put what it is you bring to the table and provide your clients.
  • Description of your products and services: Add a brief description to each so they are clear.
  • Ways to engage: Include a way to learn more or to contact you to learn more about your products and services.


FAQ Page

Answer the frequently asked questions you get as a mortgage broker.

Visio's FAQ page

Some ideas of questions to ask include:

  • Questions about mortgage brokers
  • What is a mortgage broker?
  • Why should I use a mortgage broker?
      • How do mortgage brokers get paid?
      • Does a mortgage broker save me time?
      • What qualities and credentials should I look for in a mortgage broker?
  • Questions about the loan process and rates
  • What will my rate be?
  • What is the difference between fixed rates and adjustable rates?
  • What is a rate lock?
  • What are closing costs?
  • What do I need to complete a loan application?



Use a blog to help search engines find you and to establish industry authority.

Visio's blog page

Starting a blog is a big undertaking, but we have a full guide to walk you through the process.


Creating Your Broker Website

For those of you without an existing website, we are going to walk you through setting up a new website on the user-friendly platform, Wix. We really like Wix for small businesses because of its affordability and ease of use. Wix further offers step-by-step guidance and an interactive website-building tool. Here's how to get started with your brand new Wix website.

1. Create your account & answer key questions about your website & experience

Visit Wix, and click "Start Now."

Wix "start now" screen


First, fill out your email address and create a password. Next, Wix will ask you to share some things about your business and website needs. We encourage you to take your time with these, because Wix will provide targeted guidance based on your answers.

Wix questions for your site


Wix will ask you about the purpose of your website, your past experience creating websites, and what kind of website you will need. When you get to the part about the kind of website, use the search feature. It might surprise you how specific it will become, and will suggest purposes as detailed as "mortgage broker," "real estate agent," or "mortgage lender."

Wix asking what kind of website you need


2. Use the Wix ADI (Artificial Design Intelligence) to create your unique website design

Wix will ask you if you want to design your own website from scratch or use their interactive tool. If you are new at building websites, we suggest using their tool. Get started by clicking the blue "Start Now" button.

Wix ADI interface


Then, Wix will ask you which features you’ll need for your site. You can explore from several options, but we recommend at a bare minimum selecting "Subscribe Form" and "Blog."

Wix features for your new site


3. Start putting in your business information

The first step is providing your business name.

Inputting your business name for Wix


Then you have the option to pull content from an existing website and to find your business on Google. If you have a website with the basic information you need, it might be a good idea to input it. Otherwise, you can always start from scratch. Adding your business information by searching in Google always helps add credibility, but this is also optional. Click "Next" once you have inputted your information or "Skip" to move on to the next step.

Inputting your business address


Next, review and edit your business information. You can also upload your logo if you have one, or check out the Wix Logo Maker if you need one.

List of business info you've provided Wix before confirming


4. Design your website

Now comes the fun part. Wix will show you six templates with themes. Pick the one that resonates with you and represents your business the most.

6 site themes that Wix offers


Based on your theme and business needs answered previously, Wix will show you three different homepage designs. Select the one you like best.

3 homepage designs


Congratulations! You now have your very first draft of your website.

Example first draft of a website

Your next steps are to publish your site and connect your domain.


Partner with Visio Lending to Grow Your Broker Business

If you’re a broker looking to expand your business, we can help. Visio Brokers closed over $500 million in rental loans in 2021. Our Broker Program Highlights include:

  • The ability to earn up to 2 pts YSP, 5 pts total
  • Designated AEs and in-house processing to keep your workload down
  • No license requirements (Except in CA and AZ) for multiple state opportunities

Become an Approved Broker Today


Topics: Brokers, Broker Marketing

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Disclaimers: Please note that our blog contains affiliate links, and at no additional cost to you, Visio Lending will earn a commission if you decide to make a purchase after clicking through the link. As an Amazon Associate, I earn from qualifying purchases. Please understand that we have experience with all of the companies we recommend, and choose to refer our borrowers and partners because they are helpful and useful, not because of the small commissions we make. Please do not spend any money on these products unless you feel you need them or that they will help you achieve your goals.


The information in this blog has been prepared solely for informational purposes. The contents are based upon or derived form information generally believed to be reliable although Visio accepts no liability with regard to the user's reliance on it. For legal advice, please contact your counsel.