A mortgage broker site has one job that a normal service site does not: it has to give someone a number before they will talk to you. People start with "what would this cost me a month", and they will run that figure on whichever site answers first. If your site sends them to a lender's calculator to find out, the conversation carries on over there.
This is how to build the whole thing on HubSpot CMS — the pages, the calculator, the rate tables, the enquiry path, and the schema that gets you into search and AI answers.
Brokers tend to over-build the "about us" side and under-build the part that answers questions. The set that earns its keep:
Each mortgage type gets its own page because that is how people search. "First time buyer mortgage advisor" and "buy to let remortgage broker" are different searches by different people, and one combined services page ranks for neither.
A repayment calculator is the highest-intent thing on a broker site. Someone moving sliders is further along than someone reading your about page, and the number they land on is the reason they pick up the phone.
Two things make the difference between a calculator that converts and one that decorates:
It recalculates as they drag. No submit button, no reload. The payment updates while they move the slider, so trying "what if I put down more" costs nothing.
It shows where the money goes. The monthly figure on its own invites a second search. Total interest over the term, and a year-by-year balance, answer the follow-up question before they leave to ask it somewhere else.
You do not need a developer and you should not embed a third-party widget that loads external scripts and takes the visitor's data with it.
Our Loan & Mortgage Calculator is a HubSpot module you drop onto a page and configure in the editor. It ships with four presets — loan payment, mortgage with property tax and buildings insurance, savings growth, and the cost of switching — and the formulas are built in, so there is nothing to write.
The parts that matter for a broker:
Put the repayment preset on the home page and mortgage type pages, and the switching-cost preset on the remortgage page. Same module, different configuration.
Brokers publish rates, lender panels and fee schedules, and they usually do it as a screenshot or a static table nobody can use. If a visitor wants to see the lowest two-year fix and your table will not sort, they open a comparison site instead.
Data Table Pro handles this. Each column carries a data type — text, number, currency, date or boolean — and sorting runs on that type, so rates order by value and dates by calendar rather than alphabetically. Search filters as you type, the header follows down long tables, and the first column stays put while the rest scrolls sideways on a phone.
It works for the lender panel, product rate tables, and your fee schedule. Status pills are useful here too — one column marking which products are still available.
The gap between "I have my figure" and "I have your details" is where most broker sites lose people. What works:
On HubSpot this is worth doing properly, because the enquiry lands as a contact record with the page they came from attached. When someone books after using the buy-to-let calculator, that context is on the record before you speak to them.
Brokers work under rules about what a calculator may imply. The practical approach is to treat the disclaimer as part of the module rather than something bolted underneath — an editable line that sits with the result, so it cannot be separated from the figure it qualifies. Your compliance team owns the wording; the site just has to keep it attached and readable.
Plenty of broking happens over video call now, but a large share of searches still carry a place name. That means a real address in your schema, a Google Business Profile that matches it, and location pages that say something specific rather than swapping the town name in a template.
If you cover several areas, one page per area only works when each page has genuine local content on it — local lender quirks, typical property prices, the stamp duty position. Ten thin pages with the town name swapped will be treated as what they are.
A growing share of "how much can I borrow" starts in an AI assistant. Those systems read structured data and clearly written pages, and they cite sources that answer the question directly.
What helps: FAQ schema on your mortgage type pages, plain answers near the top of each page rather than after the story, and a calculator whose output is visible in the HTML rather than locked behind an interaction. Review schema on your testimonials, and Organization schema with your real registration details, both give an assistant something to point at.
Your mortgage type pages catch people ready to enquire. The guides catch them months earlier, and there are far more of those.
Write the questions you answer on the phone every week. What deposit do I need. What do lenders count as income when I am self-employed. What happens to my rate when the fix ends. Each one is a page, each one links to the relevant calculator, and together they carry the site.
Everguard is the HubSpot CMS theme closest to this. It was built for insurance agencies, which is the same shape of business — an intermediary selling on trust, quotes and clarity about cost. Its templates map across directly: comparison becomes rate comparison, service detail becomes mortgage types, appointment becomes book a call, and the team, testimonials, FAQ and pricing pages are already there.
It is $399 one-time on the HubSpot Marketplace, with the drag-and-drop page templates, blog and system pages included.
The two pieces it does not cover are the ones a broker needs most, and both work on any theme: the Loan & Mortgage Calculator for repayment and switching figures, and Data Table Pro for rates, lender panels and fees. If you are already on a theme you like, you can add both without touching it.
For a broker with existing copy and brand:
Three weeks with a theme as the starting point, against a few months and a much larger number for a bespoke build. If you want a hand with the setup or the migration, get in touch — or browse the rest of the HubSpot modules if you are assembling it yourself.