Project scope
Categories
Digital marketing Lead generation Product or service launch Marketing strategySkills
web traffic business metrics performance metric marketing materials interest rates marketing calculators relationship building sales mortgage loansThe Interest Rate Widget is a strategic tool designed to enhance My Broker Pro's CRM offerings by increasing website conversion rates and improving client retention. The previous team established its potential impact, and now the focus shifts to preparing for its successful launch. This project aims to finalize the rollout strategy, develop a seamless onboarding experience, and create compelling marketing materials to drive adoption among Canadian mortgage brokers. The widget is intended to facilitate conversations, build trust, and convert website traffic into clients. By making the widget "plug-and-play," the project seeks to ensure that brokers can easily integrate and utilize the tool to its full potential.
Students will:
- Review the previous student proposal and recommendations for the Interest Rate Widget
- Refine and finalize the widget onboarding experience, including copy, visuals, and tech handoff materials
- Create broker-facing marketing assets such as landing pages, videos, FAQs, and setup guides
- Help build out a simple, conversion-focused web funnel or sequence to generate leads and direct traffic into the widget experience
- Draft support materials and answer bank for internal team or broker users (e.g., how to embed, what to say on a sales call, how to train their team)
- Build out the performance tracking plan so we can measure adoption, engagement, and conversions
By the end of the project, students should demonstrate:
- An understanding of how digital tools (widgets, calculators, integrations) drive growth in service-based businesses
- Confidence in building out a full adoption plan from marketing, onboarding, support, and measurement
- Experience writing clear technical and promotional content for a business audience
- Awareness of how small product features can create big value when tied to a strategic user experience
Bonus steps would include:
- Creating a demo landing page or walkthrough video for the widget
- Building a FAQ bank or live help script for support team use
- Recommending widget add-ons for future phases (calculators, rate alerts, personalization)
- Interviewing one or two brokers about what would make them more likely to use it
Final deliverables should include:
- A fully designed and written onboarding flow or setup guide for brokers using the widget
- A marketing asset package including at least:
- Landing page or course-style walkthrough
- Email or ad copy to promote widget use
- Broker-facing one-pager
- A mapped conversion flow or funnel (how a lead interacts with the widget and becomes a client)
- A performance metrics tracking plan (what gets tracked, how often, and why it matters)
Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
My Broker Pro (MBP) is a Canadian company dedicated to empowering mortgage brokers with comprehensive marketing, business development, and technology solutions. Founded by a licensed broker who achieved $44 million in sales during her first year MBP offers an all-in-one platform designed to streamline and enhance brokerage operations.
Key Features:
Multi-Tool CRM: MBP's platform integrates essential tools such as a website builder, funnels, automated booking, CRM, pipeline management, and more, consolidating multiple functionalities into a single membership
Marketing Resources: The platform provides a variety of marketing materials, including social media templates, email campaigns, and promotional content, tailored specifically for Canadian mortgage brokers
Automation and Efficiency: By automating tasks and centralizing workflows, MBP enables brokers to save time, reduce the complexity of managing multiple platforms, and focus on client relationships
MBP's mission is to assist mortgage brokers across Canada in automating and accelerating their path to success, offering a unified platform that addresses the diverse needs of modern brokerage businesses.