Before you request a website, gather five things: your branding, the services you actually offer, your public contact details, your domain arrangements and a plan for answering enquiries. You do not need a finished design brief.

Use this checklist for an individual practice or a team. Keep unknowns marked “to confirm”; a useful question is better than an invented answer. Copy the checklist into your notes to mark items complete.

1. Branding: make it recognisably yours

  • Public business name and the name you want visitors to see.
  • Approved logo and a clear headshot, with permission to use both.
  • Brand colours, if your brokerage specifies them.
  • A short introduction: who you help, where you work and what makes your approach useful.
  • Your preferred website demonstration, plus one design choice you like.

Use real credentials and approved business details. If your brokerage needs to approve the logo, wording or photography, identify that person before the design review.

Example brief: “Use my brokerage’s approved logo. I want my own name prominent, a short introduction and a clear way to contact me.” This is an illustrative brief, not a customer quote.

2. Services: choose the questions your site should answer

  • The services you currently provide, described in plain language.
  • The places you genuinely serve.
  • The next step a visitor should take: ask a question, request a conversation or use an existing approved application link.
  • Any existing pages or tools that should be linked rather than rebuilt.

A mortgage professional’s marketing website should explain the practice and help someone make contact. It should not quietly become a place to upload financial documents. If you need an application system, confirm how your approved provider will be linked.

For real estate agents, decide whether you need a personal introduction and service pages or a property-search experience. MLS/IDX feeds and customer portals are separate requirements to confirm, not assumptions about the design.

3. Contact details: make the next step unambiguous

  • Public business email and phone number.
  • Business location or service area you are comfortable publishing.
  • Approved brokerage and licensing details to display.
  • A booking or application link, if you already use one.
  • A person who will verify every public detail before launch.

List which details belong on the website and which are for setup only. Use the provider’s secure access process for credentials; never paste passwords into a design brief.

4. Domain: establish who controls the address

  • Your preferred domain, or the domain you already own.
  • The registrar or person who manages it.
  • Who is responsible for renewal.
  • Whether business email uses the same domain.
  • Who will approve the connection and check that existing email still works.

Connecting a domain and buying a domain are different tasks. Wix’s explanation of domains and site plans is a useful example of why those costs should be checked separately.

AgentReach includes domain connection. Confirm domain registration, renewal and business email costs separately. If you use a brokerage website, first review whether you need a separate site.

5. Enquiry handling: decide what happens after the click

  • Who receives website enquiries.
  • A backup person when the main contact is unavailable.
  • Which basic details are needed for the first conversation.
  • Where you will record the enquiry and its outcome.
  • Who will check the contact path after launch and after an email change.

For a team, write down whether enquiries should go to one shared inbox or to a specific person. Tell us the requirement in your demo request so we can confirm the scope; automatic routing is not implied.

Record whether enquiries turn into useful conversations, so you can see whether the contact path is doing its job.

Turn the checklist into a short demo brief

Copy this outline into your notes:

Business: my public name, brokerage and service area.
Website’s job: what visitors should understand and do next.
Design: my preferred demonstration and what I like about it.
Content: approved branding, introduction and services available now.
Domain: existing domain or help needed; who controls it.
Enquiries: destination and person responsible.
To confirm: team structure, integrations, approvals or missing material.

Then request your website demo using our existing form. Start with the essentials and include the most important notes in the branding field; we can clarify the rest during review. No payment is needed to request a demo.

Read the service details for mortgage brokers and US loan officers or real estate agents and teams, and review current pricing. Newsletters remain available separately or as part of a combined plan.