Website & Marketing

Build, publish, and distribute your borrower-facing presence from one command center.

Setup required
Finish setup

Website publishing needs attention

/api/crm/website/settings returned 401

Open publishing setup

Publishing desk

Website readiness

Each stop opens the system that owns the data.

Content

Create the stories, pages, and approved assets borrowers see.

Website pages
Needs attention

Create, review, and manage borrower-facing pages.

Owner: Website pages Access: Authenticated CRM user
Manage pages
Blog posts
Ready

Draft and publish articles from the shared content workspace.

Owner: Content Access: Authenticated CRM user
Open blog
Customer stories
Ready

Maintain approved case studies for testimonial-style proof.

Owner: Content Access: Authenticated CRM user
Open stories
Media library
Ready

Organize approved images, documents, and creative assets.

Owner: Marketing Assets Access: Authenticated CRM user
Open assets
Careers
Planned

Awaiting a decision between CMS content, recruiting feed, or ATS link.

Owner: Product decision Access: Not yet available
Awaiting decision

Acquisition

Turn website visits into compliant applications and conversations.

Landing pages
Needs attention

Build focused campaign pages using the shared website page model.

Owner: Website pages Access: Authenticated CRM user
Create landing page
Online forms
Needs attention

Configure public lead capture and application destinations.

Owner: Website Builder Access: Authenticated CRM user
Manage forms
Public rate content
Planned

Rate Alerts exist; a compliant public-site projection is still being defined.

Owner: Rate Alert / Compliance Access: Authenticated CRM user
Review rate workflow

Brand & publishing

Control identity, search presentation, and the live site connection.

Profile & branding
Needs attention

Edit contact details, licensing, colors, disclosures, and brand copy.

Owner: Website Builder Access: Authenticated CRM user
Edit profile
Search presentation
Needs attention

Review page search titles, descriptions, and publishing state alongside site defaults.

Owner: Website & Marketing Access: Authenticated CRM user
Review page SEO
Domains & publishing
Needs attention

Provision, sync, and inspect the connected public website provider.

Owner: Website provider Access: Authenticated CRM user
Open publishing
Site navigation
Planned

A governed navigation editor and provider projection are planned.

Owner: Website settings Access: Not yet available
Planned
Public links
Needs attention

Manage validated social, application, download, and calendar links published through the website provider.

Owner: Website Builder Access: Authenticated CRM user
Manage public links

Distribution

Reuse approved content across social and video channels.

Social posts
Ready

Plan, approve, and schedule content in the existing social workspace.

Owner: Social Media Hub Access: Authenticated CRM user
Open scheduler
Videos
Ready

Manage reusable video content without creating a second media store.

Owner: Content Access: Authenticated CRM user
Open videos
Review requests
Planned

Workflow ownership, consent, and delivery rules require discovery.

Owner: Product / Compliance Access: Not yet available
Planned

Operations

Monitor traffic, connections, and publishing health.

Website analytics
Needs attention

Inspect live Cloudflare traffic and visitor metrics.

Owner: Cloudflare Analytics Access: Authenticated CRM user
View analytics
Integrations
Ready

Manage connected services from the existing account settings workflow.

Owner: Account settings Access: Authenticated CRM user
Open integrations
Redirects & permalinks
Planned

A loop-safe, site-scoped redirect registry is planned.

Owner: Website edge Access: Not yet available
Planned