Case study · Craig Adams Mortgage and Protection
A mortgage site that does the qualifying up front.
We built Craig Adams Mortgage and Protection a broker website with a full application wizard and a loan-to-value calculator, so enquiries arrive with the detail a broker actually needs, not just a name and a number.
Overview
A broker whose website should do more than a contact form.
Craig Adams Mortgage and Protection is a Liverpool mortgage adviser covering first-time buyers, remortgages, buy-to-let, adverse credit, bridging and second-charge lending, plus protection and credit repair. Most broker websites stop at a phone number and a "get in touch" box, which means every enquiry starts from zero on the first call.
We built a site that gathers the picture before the conversation starts: a full application wizard and a loan-to-value calculator, presented cleanly and compliantly for a regulated adviser.
The tools
A calculator and a wizard, not just a form.
Loan-to-value calculator
Visitors see their LTV and likely borrowing from a property value and deposit, so they arrive already oriented.
Five-step application wizard
A single "Get started" journey covering the mortgage, the applicant, income, outgoings and the new home.
Address lookup
Postcode-based address entry keeps applicant and property details accurate with less typing.
Conditional questions
Fields appear based on earlier answers, so applicants only see what is relevant to them.
Callback capture
A separate callback request runs alongside the wizard for people who would rather just talk.
Built for a regulated adviser
The regulatory disclosures and permissions are presented correctly for an FCA-authorised firm.
The application
One journey, five clear steps.
Your mortgage
Buyer status, purchase price, deposit, income, term and repayment type.
About you
Residency, address, date of birth, dependents and any joint applicant.
Your income
Employment type, role length, contract, secondary income and retirement age.
Your outgoings
Existing borrowing, credit history, commitments and monthly costs.
Your new home
Property type, tenure, location and how they would like to be contacted.
The result
Better enquiries, less back-and-forth.
- Enquiries arrive with the full picture, so Craig can prepare before the first call instead of gathering basics on it.
- The calculator gives visitors a useful answer immediately, which builds trust and gets more of them to start.
- A clean, compliant site that reflects a professional, regulated adviser, with a callback option for people not ready to fill it all in.
Want a website that qualifies for you?
We could build you a tool or a journey like this. Book a 30 minute discovery call and we will tell you what it would take.