Mountain Financial
A mortgage advice website with an application journey and a working lead board for each adviser.
From an application to a working list
A nine-step form supports buying and remortgaging. Applications and ordinary enquiries become records in the same list of leads, meaning people who have asked the firm for advice.
A view for each adviser
Each adviser sees their own leads and moves them through the board. Email alerts bring new entries to their attention. The record links the public website to the team’s next action.
Project details
What they had before They were a new firm, so there was no site to replace. We started from their team and their two ways in, buying and remortgaging, and built everything towards the one list each adviser would work from. What it did The site went live on its own domain, secured, in May 2026, and the email alerts were live and checked on the live site from July. No lead figures are on record. The parts A web front end, a small server and one database, with separate logins for the partners and the advisers, hosted on our server. Email goes out from an address of its own, kept apart from the firm's mailboxes. And one design choice that keeps it a working tool: each adviser sees only their own leads, so the board is a list to work through, not a shared inbox to argue over. What it took us The build was finished in spring 2026 and went live in May, with the alerts following in July. No further development is planned for now; the site is hosted and looked after. What exists Mountain Financial is a new mortgage advice firm in Warrington, run by two partners. They needed a public site and a way to capture and follow up mortgage enquiries from their first day. Keeping the site's email apart from their own mailboxes, and keeping to hosting once it was built, were their decisions. This page shows what we built, what it has done and the parts it runs on. The thinking behind it An application and an enquiry are the same thing: a lead. Keep them in one table and every adviser works from one list. What it does Home, about and contact pages, with the team and the firm's public reviews brought in automatically. A nine-step application with separate paths for buying and remortgaging, ending in a branded confirmation. One table of leads, holding applications and enquiries alike. An admin lead dashboard with filters, summary figures and team management. A team portal: a board where each adviser sees their own leads and moves each one on. An email alert on every new lead, with replies going straight to the person who enquired.