Build an AI website in 60 seconds

Considering how crowded the mortgage industry is, one of the challenges a professional mortgage broker faces is competing for attention. To attract potential clients, a mortgage business should come across as professional and trustworthy, particularly online. It also pays to have a site that lets you easily communicate with your visitors.

If your mortgage website feels dated, confusing, or untrustworthy, visitors won’t spend another minute on your site. They’ll go to your competitors.

In this article, we will discuss how mortgage and financial businesses are using AI website builders to succeed in this space. You’ll also learn practical tips on how you can create a professional mortgage site that helps your business grow.

The growing competition in mortgage & financial services

The mortgage and financial services industries are more crowded than ever. According to LendingTree’s data (graphs shown below), U.S. mortgage originations alone totaled $884 billion in Q2 2025.

They’re all spread across different players: banks, credit unions, and independent mortgage companies. The result? A highly competitive landscape where brokers and advisors fight for attention online.

But here’s the challenge: many mortgage and financial firms still struggle with outdated websites. Clunky designs, poor mobile layouts, and the absence of lead-generation tools can result in lost trust, website traffic, and ultimately, lost business. Also, it doesn't help that there’s a growing number of mortgage broker sites, tax advisors, and financial consultants, each trying to claim the top spot on search engines.

That’s where an AI mortgage website builder like B12 comes in. Instead of months spent with expensive agencies or enduring headaches from DIY templates, B12 helps financial professionals launch a site that’s fast, compliant, and optimized for conversions. B12 also helps create a successful mortgage website that gives you the edge to win in today’s financial services market.

Why use an AI website builder for financial businesses?

Using AI website builders offers several benefits, especially when it comes to creating your own mortgage or financial business.

Offers a professional and compliant website design for financial businesses

With AI site creators, you don’t start from a blank page. The website builder instantly creates a layout that appears tailored for a professional mortgage broker or financial advisor. The templates already follow responsive design practices, so your site works smoothly on phones, tablets, and desktops. For industries built on trust, first impressions matter, and a professional mortgage website that feels buttoned-up from day one can make all the difference.

Boosts credibility with secure, SEO-ready, and ADA-compliant websites

Nothing scares off potential clients faster than a security warning or a website that’s hard to read. Many AI website builders offer HTTPS, TLS hosting, and ADA-compliant design standards so you can build credibility from the first click.

You’re also provided with SEO-ready content, allowing you to rank in search engines when local borrowers seek a mortgage broker in your area. That said, by boosting visibility and improving credibility, you’re more than likely to get more deals.

Provides essential integrations for finance and mortgage brokers and advisors

For finance advisors and professionals, a successful mortgage website isn’t just about creating a stunning platform that attracts new clients; it’s also about having reliable functionality. AI website builders make it easy to connect integrations like Calendly for appointments, secure payments and invoicing, and gather financial details upfront with client intake forms.

These integrations allow mortgage brokerages and loan officers to run services online smoothly and effectively. This will offer your clients a smoother customer experience and help you and your team save time and resources.

Human + AI-powered website builder for accuracy and compliance

In the finance world, compliance isn’t something that should be taken lightly. If you get a word wrong, you risk confusing or even misleading clients. That’s why AI website builders combine automation with expert human review to keep your messaging clear and compliant.

These professionals polish your site, making sure your company's tone remains consistent with your branding and that your messaging aligns with industry practices. This combination helps make your site remain personalized and accurate, and not generic or strays from ethical standards.

Step-by-step: How to build your mortgage/financial website with B12?

Creating your own mortgage or financial website with B12 only takes 5 steps. Here’s how you can build your own professional service site:

Step 1: Enter your business description

Start by typing a simple description of your business. The website builder instantly creates a draft structure for your site, pulling together relevant pages and layouts that fit your field. If you’re looking for industry templates, you can head over to B12’s prompt gallery and search for an industry-specific design that fits your preference.

Step 2: Customize your brand messaging

Next, refine the messaging to reflect your unique voice. This is where you can show you’re a professional mortgage broker who understands compliance while keeping the tone warm and approachable. With B12’s AI Agent, you can create prompts that personalize your layouts and use AI-generated images to strengthen your messaging or help you stand out.

Step 3: Add must-have features

Use built-in integrations on your AI-generated mortgage website, such as contact forms, online scheduling, and intake forms. These add-ons help ease operational workflows, encourage and streamline client interactions, and help your site gain more leads.

Step 4: Review your site with B12's experts

You can use the technical and creative services of B12’s team of experts to polish and double-check your mortgage website. With their help, they can ensure your site maintains its branding while communicating trust, professionalism, and compliance before launch. It’s like having an editor who knows the mortgage industry inside out.

Step 5: Launch quickly, then refine

Imagine the missed opportunities if you’re forced to launch later than sooner. With B12’s AI website builder, your site can go live fast and refine over time after gathering client feedback. With this approach, you’re ensured your mortgage brokerage’s online presence remains fresh and effective. Along the way, you add images, swap or improve text or landing pages, and adjust design elements—all without stress or even coding experience.

Success stories: Mortgage & financial businesses that grew with B12

AI website builders like B12 have helped many mortgage and financial businesses thrive in their respective industries, optimizing their conversion rates that lead to overall growth. Here are 3 examples of businesses that succeeded with B12.

Mortgages by Jill

Mortgages by Jill owner, Jill Burgess, struggled with an outdated site that couldn’t showcase her expertise or capture more leads. With B12’s website builder, she launched a modern site that gave her business personality and intuitive navigation. The results were clear: a 300% increase in loan volume, allowing her to turn visitors into clients and manage triple the number of monthly applications.

B12’s built-in features also helped Jill streamline routine admin tasks, saving her over five hours a week. The new site highlights client testimonials, builds trust, and makes it easier for prospective clients to discover her services.

The Bell Group

Operating in Southern California’s competitive real estate market, The Bell Group needed to stand out online. With their old site, they were struggling to fulfill their objective. However, their B12-generated site proved successful, thanks to newly added tools designed to engage visitors more effectively, such as live chat, client testimonials, and online scheduling.

The difference was dramatic: a 40–50% boost in clients within months, all without extra ad spend. By pairing local SEO with professional design and intuitive navigation, they captured more conversions and closed deals faster, often in as little as 15 days. The ability to add images and showcase success stories also gave them credibility from the first click.

TaxStudio

As an international tax consultancy, TaxStudio wanted a more efficient online presence to manage cross-border clients. Their old Wix site lacked the specific qualities they’re looking for in a business website. Thankfully, B12 gave them a professional look, optimized web performance, and enhanced client workflows.

Now serving over 300 active clients across the U.S., Europe, and Australia, TaxStudio has expanded its base through its online presence. The new site uses client testimonials and clear service breakdowns to establish credibility, while intuitive navigation helps prospects find the right services. Their polished design continues to focus on credibility, ensuring every new lead gets a professional first impression.

Must-have features for mortgage & financial websites

When building a mortgage or financial website, it’s important that you include features that will help transform your online business into a fully functional platform. Here are 5 features you need to consider:

1. Secure hosting & HTTPS for client data protection

Building trust starts with safety, and secure hosting through HTTPS helps protect sensitive client data. It reassures visitors that their information is safe while signaling that your platform is professional, reliable, and committed to client security.

2. Online scheduling tools for appointments

Loan officers and financial advisors often lose time juggling calls. To avoid losing prospects, let potential clients schedule mortgage consultations with ease through built-in online scheduling integrations. Online booking cuts down back-and-forth calls and speeds up client onboarding.

3. Integrated payments & invoicing systems for smoother transactions

Collect fees directly through your website with B12’s built-in payment and invoicing gateways. You can accept service fees online and manage invoicing in the same place, streamlining the entire process. Everything runs smoothly on one platform, making things simple yet secure for both you and your clients.

4. Client intake forms for faster processing

Intake forms help mortgage brokers gather financial details right away, making the process faster and more efficient. They also cut down on endless email exchanges and allow you to filter potential clients before moving forward.

5. SEO & compliance-ready content for financial websites

For your mortgage website to appear in search results, it needs to be optimized for platforms like Google. B12 integrates local SEO signals so potential clients in your area can easily discover your services. At the same time, your content stays aligned with financial compliance standards, helping you build trust and position yourself as a reliable authority in the industry.

6. Mobile-optimized templates for increased conversions

Most people research loans and taxes on their phones, so a mobile-responsive design is essential. With B12, your site stays accessible on any device, helping you reach more visitors and convert them into clients.

Conclusion

The mortgage industry thrives on trust, and the fastest way to build that trust online is through a modern, professional website. With B12, you don’t just get a template — you get a mortgage website builder designed to help you turn visitors into new clients.

Whether you’re a solo loan officer or running a growing mortgage brokerage, B12 gives you the tools to stand out, win more deals, and grow confidently online.

Launch your mortgage or financial website with B12 today to reach more clients and grow faster.