Financial Services

Mortgage Pro Shops

A mortgage services business needed a website that made a complex product lineup easy to navigate.

Services
Custom Website
Industry
Financial Services
Year
2022
Technology
PHP Financial Services Lead Capture Service Structure Conversion Design
The Client

Mortgage Pro Shops is a mortgage services business providing multiple loan programs and refinancing options. The business serves both first-time buyers and experienced homeowners with a range of financial products.

The Challenge

A complex product lineup across multiple loan types and customer profiles was creating confusion. Visitors couldn't quickly determine which service was relevant to their situation, leading to drop-off before contact.

Goals
  • Organize loan programs in a navigable, scannable structure
  • Help visitors self-identify the right service for their situation
  • Streamline the lead capture process
  • Establish credibility in a competitive market
Process

How we built it.

Site architecture was built around the visitor's situation rather than the product lineup. Navigation and landing page structure guided visitors by their profile — first-time buyer, refinancing, investment property — rather than presenting all products at once.

Outcomes

What changed.

Visitors navigated to relevant services more directly, reducing drop-off before the contact stage. The situation-first architecture allowed the business to serve multiple customer profiles without creating confusion between them.

Situation-first navigation architecture
Clear product segmentation by customer profile
Streamlined lead capture forms
Professional financial services design
York's Take
"Information architecture for financial products is genuinely interesting because the stakes for the visitor are high. When someone is confused about which mortgage product applies to them, they don't call to ask — they leave. Getting the navigation logic right was the most important part of this project."
York — Founder & Lead Engineer, York Digital Media

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