Mortgage Lender (Intranet)
Overview
- Hero and lending channels: A full-width hero announces the current lending season and the newly published loan limits, with a row of lending channel tiles underneath for retail branch, consumer direct, wholesale and broker, construction and renovation, and reverse mortgage teams.
- Company News and Countdown Timer: Company News carries origination system changes, monthly lock volume results, loan limit updates, and regulatory data collection changes, with a Countdown Timer running to the new origination system go-live date and time.
- Pipeline at a Glance: Pipeline at a Glance shows pull-through rate by channel, pipeline mix by loan purpose, and locked volume by month as bar and donut charts.
- Upcoming Events: Upcoming Events lists the year-end closing push huddle, the go-live command center, the top producer awards dinner, and the start of the spring purchase season.
- Loan Officer Toolkit: The Loan Officer Toolkit links to the daily rate sheet, the product and guideline matrix, the loan origination system, a pre-qualification calculator, condo project approval lookup, and marketing co-branding requests.
- Ask the Agent and Compliance Reminder: Ask the Agent opens a guideline agent that answers product, overlay, and documentation questions in plain language, and a Compliance Reminder banner keeps the Loan Estimate delivery deadline in view with a button to the disclosure timeline tool.
- Leadership Team and Our Offices: Leadership Team shows the executives with their titles, and Our Offices displays current weather for each operations center.
Benefits
- Everything in one toolkit: Loan officers reach the rate sheet, pricing, guidelines, and the origination system from one toolkit instead of hunting through bookmarks and emails.
- Live pipeline visibility: Sales leaders and branch managers see pull-through, pipeline mix, and locked volume on the homepage without waiting for a monthly report.
- One conversion date: The go-live countdown and command center event keep every branch focused on the same system conversion date.
- Faster guideline answers: The guideline agent answers overlay and documentation questions on the spot, cutting the back-and-forth between loan officers and underwriting.
- Compliance in plain sight: The compliance reminder puts a disclosure deadline where everyone sees it, which lowers the risk of a reportable finding.
- A path for every channel: Lending channel tiles give each team a direct path to its own resources while sharing one company homepage.
- Connected across offices: News, events, and the leadership directory keep a multi-office lender connected across time zones.
Common Questions About This Mortgage Lender Intranet
What is this Mortgage Lender Intranet built with?
The homepage uses standard SharePoint web parts: Hero, News, Countdown Timer, Quick Chart, Events, Quick Links, Agent Link, Call to Action, People, and Weather. A custom theme and custom fonts give it the warm, professional look, and the layout uses flexible sections. There is no custom code and no third-party tools – the kind of clean, maintainable intranet Greg Zelfond builds for mortgage lenders and financial services firms.
What is included on the Mortgage Lender Intranet homepage?
The page opens with a seasonal hero and lending channel tiles, then moves into Company News, a go-live Countdown Timer, and Pipeline at a Glance charts. Below that sit Upcoming Events, the Loan Officer Toolkit, Ask the Agent, a Compliance Reminder, the Leadership Team, and Our Offices with live weather for each operations center. Every section is a standard SharePoint web part configured for a lending audience.
Does this design use any custom code or third-party tools?
No. Every part of this intranet is built with out-of-the-box SharePoint, which matters in a regulated business. Nothing breaks when Microsoft updates the platform, there is no vendor add-on to renew or patch, and the IT team can maintain it without specialized developers. Out-of-the-box is the only way Greg builds, because it keeps the intranet stable, secure, and easy to hand off.
Can this design be customized for our mortgage company?
Absolutely. The lending channel tiles, toolkit links, news categories, and chart data are all meant to be tailored. Greg adapts the layout to the channels you actually run, the systems your loan officers use every day, and the compliance reminders your team needs to see, whether you are a retail lender, a wholesale shop, or a bank mortgage division.
How does the guideline agent on this intranet work?
Ask the Agent uses the SharePoint Agent Link web part to open a Copilot agent grounded in the lender’s own product guidelines, overlays, and documentation checklists. Loan officers type a plain-language question and get an answer drawn from those approved documents instead of searching a matrix. It is an out-of-the-box Copilot capability, configured rather than coded, and it can be scoped to the libraries your team trusts.
Can Greg build this Mortgage Lender Intranet for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint consultant and Microsoft MVP, he designs and builds out-of-the-box intranets like this one for lenders, banks, and other financial services firms, from the homepage layout to the toolkit links and pipeline charts, with training for your site owners. Reach out through the contact page to talk about your intranet.
