Futureone agency

Kickoff Consultation

An independent, proud agency for everything brand design + Marketing

Team Introductions

Client Dashboard

Project Roadmap

Project Overview

MLO / Branch Database

Team Introductions

FutureOne team member 4

Dani Maatouk

President, Co-Founder

3+ years in the industry

FutureOne team member 1

James Wong

Chief Creative Officer, Co-Founder

12+ years in the industry

Anna FutureOne team member professional portrait

Anna Becil

Brand Director

1+ years in the industry

Mariana team member about page photo

Mariana Perez

Creative Director

8+ years in the industry

FutureOne team member portrait

Mark Madsen

Lead Website Architect

20+ years in the industry

Professional team member portrait photo

Paulina Herrera

Customer Success Manager

1+ years in the industry

FutureOne team member 6

Barbara Leon

Website Designer

2+ years in the industry

FutureOne team member 7

Laura Morales

Website Designer

2+ years in the industry

FutureOne team member 8

Sirela Roci

Web Developer & Designer

2+ years in the industry

FutureOne team member 2

Nenad Popadic

Web Developer

2+ years in the industry

FutureOne team member professional photo

Iris Liu

Brand Designer & Web Developer

3+ years in the industry

Client Dashboard

Anna FutureOne team member photo

How we work process visual step 2

How we work process visual step 3

Website design elements showcase 1

Website design elements showcase 3

Website design elements showcase 2

Project Flow

1

Onboarding Call

Project Scope & Objectives

2

Design Call

Theme Style & Content Outline

3

Roadmap Call

Intro To Client Dashboard, Set Tasks & Timelines

4

Profile Directories

Setup MLO / Branch Database

5

Client Dashboard

Approve Design & Assign Tasks

6

Content

Submit Content & Digital Assets

7

Development

Build Demo Site For Client Review

8

Integrations

Connect Reviews, Tools, Forms, Media

9

Pre-Launch

Final QC, Page Redirects, Site Settings

10

Post-Launch

Customer Success & Implementation

Project Overview

Loan officer branch website mockup

LO / Branch Database

Technology integrations showcase mockup

Integrations

Technology integrations showcase mockup

Content / Pages

Mortgage website homepage mockup preview

Design

How do you manage your MLO / Branch profile info?Ex: Excel, Google Sheets, Custom Database

Notes:

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MLO/Branch Database

Machine learning mortgage technology image

What CRM do your loan originators use?

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INTEGRATIONS

CRM

CRM system mockup for mortgage companies

How do you collect and showcase company reviews?Ex: Experience.com

Notes:

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INTEGRATIONS

Review Engine

Mortgage review mockup interface

Client review system mockup

Mortgage review system mockup preview

What service do you use for your POS / Applications?

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INTEGRATIONS

Application/ POS

Mortgage application form mockup

Do you have custom calculators on your current site?

YES

NO

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INTEGRATIONS

Calculators

Mortgage calculators feature mockup

Mortgage calculator tool mockup

Do you have a customized Chatbot on your site?

YES

NO

Notes:

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INTEGRATIONS

Chatbot

Chatbot integration mockup for mortgage sites

AI chatbot feature mockup for lending

Will you be including custom analytics or custom audience pixels on your site?

YES

NO

Notes:

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INTEGRATIONS

Pixel/Analytics

Website analytics reporting mockup

Analytics dashboard mockup for mortgage websites

Do you want custom feeds from Instagram or Youtube?

YES

NO

Notes:

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INTEGRATIONS

Social Feeds

Social media content mockup for lenders

Social media marketing mockup for mortgage

Do you have other pages that you would like included in your site?

YES

NO

Notes:

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Content

Mortgage content management mockup

Will we need a custom design?

YES

NO

Does client have their own style guide?

YES

NO

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Design

Website design process mockup

Next Steps

Provide Team Contact Info

Who will FutureOne be working with on this project? Ex: Design, Content, Compliance, Tech…

Setup Design Consultation

Let’s schedule our design and content call to review your custom branding and website goals.

MLO / Branch Directory

Provide your current MLO / Branch databases for us to start building your team directories.