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PCL

By industry

Website for a mortgage adviser

People orient themselves months before they call. A calculator showing roughly what they can borrow brings appointments with people who are already warm.

In short

  • Calculator for maximum mortgage
  • Book a slot in your calendar
  • Costs and process clear in advance

How it works in this industry

People start calculating months before buying. They google what they can borrow, compare rates and only then look at advisers. Being present at that first moment with a calculator puts you at the top of the list when it becomes serious.

After that convenience counts. Booking an advice session without email exchange and supplying documents in advance saves a week on both sides. The client also arrives better prepared, so the first meeting is about substance instead of paperwork.

What usually goes wrong

  • Visitors who only look and never make contact
  • Advice sessions scheduled by email
  • Confusion about advice fees

What Plaincodelab builds

01

Calculator with income, debts and fixed-rate period

02

Booking with a choice of free slots

03

Explanation of the journey, from orientation to notary

04

Document checklist filled in beforehand

This is what a mortgage adviser usually needs first — not a fixed list. Want something else, Plaincodelab builds that just as well: a webshop, a client portal with logins, a quote calculator, an extra language, a link to the system you already use or an app alongside your site. Describe what you have in mind and PCL will tell you what it costs and what it returns.

  • Add a webshop
  • Client portal with logins
  • Quote calculator
  • Online payments
  • Extra languages
  • Link to your current system
  • Vacancies and applications
  • Newsletter
  • App alongside your site
  • Multiple locations

What it delivers

  • Contact with people still orienting themselves
  • Appointments that schedule themselves in your calendar
  • Meetings that start on substance because documents arrived

What clients search for

These are the questions and searches people in this industry use to find a builder. Every Plaincodelab page is written in that language, not in jargon.

  • mortgage calculator maximum borrowing
  • mortgage adviser [town] advice fee
  • remortgage compare rates
  • first-time buyer mortgage options
  • mortgage advice for freelancers

What to look for when choosing

  1. 01Is there a calculator with a clear disclaimer?
  2. 02Can clients book a meeting themselves?
  3. 03Is there a secure upload for documents?
  4. 04Are advice fees stated up front?

Frequently asked questions

May I offer a calculator?

Yes, as an indication with a clear disclaimer. It is not advice, but it does start the conversation.

Can clients supply documents in advance?

Yes, through a secure upload. That saves a meeting spent purely on paperwork.

Is a calculator legally risky?

Not if you make clear it is an indication and not advice. PCL includes that wording by default.

Does a document checklist really help?

Yes. Clients supply faster on average when they see exactly what is needed and why.

Mortgage advisers

Discuss your project

Describe what is on the table. Plaincodelab replies personally with a proposal for a first talk.

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