Mortgage Broker portfolio templates and a live example
A free personal website for mortgage brokers: your services, fees, results and reviews in one place. Below is a real example written for the job, what to include, and the designs that suit it. Edit without code and publish in minutes.
Start with ProspectusExample: a mortgage broker portfolio
Prospectus design · sample content for mortgage brokers · scroll inside it
The essentials
What a mortgage broker portfolio should include
01
What you do, in one line
Example · The right mortgage, found and handled from offer to keys.
02
Services and prices
Example · Mortgage advice (£499) · Remortgage (£299) · Protection review (Free)
03
Results in numbers
Example · 1,100 mortgages arranged · 90+ lenders · 4.9★ from 480 reviews
04
Proof from people you’ve worked with
Example · “Self-employed, with two years of accounts. Henrik found us a mortgage when the bank said no.”
05
Skills people search for
Example · First-time buyers · Remortgages · Self-employed mortgages · Buy-to-let · Protection insurance
06
One clear way to contact you
Example · Email, WhatsApp or a booking link, on every screen
5 free mortgage broker portfolio designs
Each one opens with sample content written for mortgage brokers. The pictures show the design.
Prospectus
PreviewA fund prospectus: key facts box, contents with dot leaders, a track-record table, fee schedule and footnoted references.
Counsel
PreviewQuiet authority in motion: headlines that unmask line by line, a ticker of outcomes and matters that stack like files as you scroll.
Open House
PreviewA featured listing with a swinging price tag, filterable listings with sold stamps, your neighbourhoods as street signs.
Practice
PreviewA calm, trustworthy practice site: services with prices, proof, and one clear way to book a call.
Annual Report
PreviewA company annual report about you: a letter, the year in numbers, milestones and the board you sit on.
Questions mortgage brokers ask
What should a mortgage broker portfolio include?
Lead with what you do and who it’s for, then your services (for example mortgage advice, remortgage and protection review), your credentials (CeMAP), key skills such as First-time buyers, Remortgages, Self-employed mortgages and Buy-to-let, reviews from people you’ve worked with, and one clear way to contact you, like WhatsApp or a booking link.
Do mortgage brokers need a personal website?
It helps. A website is the one link you can share everywhere, it shows up when people search your name, and it says more than a CV or a social profile: what you offer, what it costs and why people trust you. Kitefolio makes one in minutes, written for mortgage brokers.
Is a mortgage broker portfolio website free?
Yes. Every design is free, and your website stays online at a free Kitefolio address. Pro puts it on your own domain for AED 35 a month, or AED 299 a year with the first year’s domain free (up to AED 60).
Can I edit it without coding?
Yes. Click any text or photo to change it, pick colours and fonts, and publish. The sample content for mortgage brokers gets you most of the way; you replace it with your own.