Confidence, Credibility, and Classic Design — All in One Seamless Website

How we helped a top mortgage broker elevate her online presence and streamline her client experience.

Cheri is a talented mortgage broker who has been in the business for over 7 years. She is known for her deep knowledge, accessibility, and ability to secure the best rates. She’s built a thriving business grounded in relationships, referrals, and results.

When Cheri came to me, she was at the point in her business where she was ready to level up. She wanted to create a brand that was her’s, complete with a new business name, a domain she owned and a website that increased incoming clients and brand awareness.

She was saying goodbye to the generic template she had no real control over. It was time to showcase her expertise, her accolades, her heart and passion for helping people realize their home ownership dreams. She was ready to build something of her own: a professional, classic personal brand that reflected the reputation she worked so hard to build.

Cheri’s goals were simple — and powerful:

  • To create a website that gave her full ownership of her brand

  • To highlight her experience as a top 5% broker in Canada

  • To make her process seamless and intuitive for busy clients

  • And to begin generating 2–3 warm leads per month directly from her site

She didn’t just want a pretty website. She wanted one that would work for her — creating more ease, building trust instantly, and saving her time with thoughtful automation.

I first approached Cheri’s website by creating a classic and professional look that flowed effortlessly. I wanted to showcase Cheri’s attention to detail, care and dedication she brings to each and every one of her clients.

To create a timeless and trustworthy feel, I used soft and neutral colours to create a calm and welcoming experience. Then, created contrast with bold navy buttons to draw attention to key actions like “Book a Call” or “Get Started” to prompt visitors to move through her process.

Throughout the site, I incorporated subtle design details that elevated her content and highlighted her expertise as a top broker:

  • Custom icons to break up dense text

  • Bullet-point service sections for easy scanning

  • Strategically placed testimonials and FAQ sections

  • Clear visual hierarchy so users could navigate quickly

Because Cheri often works with busy professionals, we simplified the path to booking, making it possible for a potential client to understand what she offers, how she helps, and how to take the next step in just three clicks.

During our web strategy phase, we uncovered that her clients used their phones to find a mortgage broker they trusted. With that knowledge, I created a mobile-friendly version of her website that was responsive and reflected that classic, user-friendly design. Everything from photo sizes to button placement was optimized for on-the-go browsing.

To further streamline Cheri’s client intake process, we linked directly to her external contact form, saving her both time and energy as her leads would flow into her CRM system with just a touch of a button.

After launching, Cheri shared that for the first time, she feels excited to promote her website. With refreshed branding across all her marketing channels, she now sends people to her site with confidence, knowing it reflects the quality of her work and the level of service she provides.

While the site is newly launched, her goal is to begin generating 2–3 quality leads per month — a number she feels confident she can reach now that her website is strategic, clear, and personalized.

More than just a website, this project gave Cheri:

  • Full ownership over her brand and domain

  • A polished online presence that builds instant trust

  • A streamlined process to help her serve more people without sacrificing her time

And most importantly, a space that reflects how far she’s come in her journey as a mortgage professional.