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Brokers Squared Form

BrokerSquared – Website Revamp Questionnaire

Deploy.Mortgage

Website Revamp Questionnaire

Please fill out the form below. Your answers will guide the design, content, and strategy of your new website.

BrokerSquared

BrokerSquared

brokersquared.ca · Website Revamp Discovery Form · Brokerage Network Brand

Brand Strategy & Positioning

Your site currently speaks primarily to brokers you want to recruit. Should the new site continue that focus, or also speak to consumers (home buyers)? This is the most important strategic decision — it shapes the entire site structure.

Broker recruitment only Consumer-facing only Both — separate sections Primarily brokers, secondary consumers

What 3–5 words best describe the feeling you want visitors to get the moment they land on your site? e.g. elite, collaborative, growth-focused, welcoming, cutting-edge

Your current tagline is "Exponentially Better Together." Do you want to keep this, refine it, or explore something new?

Keep it as-is Refine the wording Open to something new Let's discuss

What tone should the website copy feel like?

Inspirational & vision-driven Professional & credible Community & culture-first Bold & industry-disrupting Warm & collaborative No-nonsense & results-focused

Broker Recruitment Focus

What are the top 3 reasons an experienced mortgage broker should choose to join BrokerSquared over another brokerage?

What type of broker are you trying to attract?

New brokers just starting out Experienced brokers switching brands Solo brokers wanting community High-volume production brokers Brokers building their own team All of the above

What tools, tech, or support do you provide member brokers that you would like highlighted on the site? e.g. GHL access, marketing support, lender relationships, mentorship, compliance tools

Do you want individual broker profile pages on the BrokerSquared site, or should brokers link out to their own personal sites?

Keep individual profiles on B² site Link out to their personal sites A combination of both Haven't decided yet

Are there broker testimonials or success stories you would like featured? Social proof from existing members is powerful for recruitment.

Colours & Visual Style

Do you want to keep, evolve, or completely refresh your colour palette?

Keep the current palette Evolve it — add an accent colour Full refresh — start over Open to suggestions

Pick colours you are drawn to for the new site Use the pickers as inspiration or note hex codes below

Primary

Secondary

Accent

Are there any colours you absolutely do NOT want on the site?

What design feel are you going for?

Premium & sleek Bold & corporate Community & lifestyle feel Clean & editorial Modern tech brand vibes Warm & people-first

Are there any brokerage, franchise, or B2B websites whose design you admire? Share links or describe what resonates.

Geography & Growth

What provinces or regions does BrokerSquared currently operate in, and where are you looking to grow? This helps us build location-relevant pages for broker recruitment SEO.

Do you want the site to reflect a national brand, or stay focused on specific provinces for now?

National positioning BC-focused for now Multi-province, specific regions Let's discuss growth plans

Content & Features

Are there specific pages or features you know you want on the new site? e.g. a blog, a broker application form, a resources hub, event announcements

How important is social media integration to the new site?

Very – embed feed or highlights Somewhat – just link icons Not a priority right now Depends on the design

BrokerSquared is powered by Tango Financial. How prominently do you want that relationship displayed?

Prominently — it adds credibility Subtly — footer mention only Not at all on the new site Let's discuss

Anything Else

Is there anything specific you loved or hated about your current website, or anything you want to make sure we include?

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