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Open Doors Form

Open Doors Mortgage – 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.

Open Doors Mortgage

Open Doors Mortgage

opendoorsmortgage.ca · Website Revamp Discovery Form

Brand & Identity

What 3–5 words best describe the feeling you want visitors to get the moment they land on your site? e.g. warm, trustworthy, modern, no-nonsense, premium

What tone should the website copy feel like?

Warm & conversational Professional & polished Bold & confident Educational & informative Friendly & approachable Straightforward & no fluff

Colours & Visual Style

Do you have existing brand colours you want to keep, update, or start fresh with?

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?

Clean & minimal Bold & graphic Warm & lifestyle-driven Corporate & structured Modern & tech-forward Soft & approachable

Are there any websites whose design you love? Share links or describe what appeals to you.

Services & Specialties

Which mortgage services do you want featured most prominently on the site?

Purchases Renewals & Refinances First-Time Home Buyers Self-Employed / Alt-A Investment Properties Private Lending Pre-Approvals Debt Consolidation

Are there any niche services or unique offerings that set you apart from other brokers? Please describe.

Ideal Clients & Market

Describe your ideal client in a few sentences. Who are they, what are they going through, and what do they need from you?

What geographic areas do you want the website to target? List cities, regions, or provinces – these will be used for SEO and location pages.

What Sets You Apart

What are the top 3 reasons a client should choose you over another mortgage broker?

Do you have any notable credentials, awards, volume stats, or years of experience you would like highlighted?

Do you have client testimonials or Google reviews you would like featured?

Yes – I will provide them Yes – pull from Google I do not have many yet Not at this time

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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