MORTGAGE WEBSITE PAGE APPROVAL RECORD
Use with any website designer. Repeat the page record for each page or journey.

This is a project aid, not a compliance assessment or regulatory approval.
Follow your firm or network's required review process. The firm or network
decides which wording, reviewers and approvals apply to the project.
Keep client records, passwords and account access out of this document.

PROJECT
Firm:
Website coordinator:
Markets the website will serve:
Responsible reviewer / network contact:
Required review process and where its records are kept:

PAGE OR JOURNEY
Page title and intended audience:
Page address / preview reference:
Version or dated copy being reviewed:
Related form, tool or linked journey included in the review:
What has changed since the last review:

SOURCE WORDING AND FACTS
Firm-supplied wording / source reference and date:
Person responsible for business facts:
Items the reviewer needs to check or supply:
Relevant third-party content or destination:
Anything still awaiting confirmation:

REVIEW RESPONSE
Reviewer name and role:
Date and reference for the response:
Decision in the reviewer's own words:
Conditions or changes requested:
Items still open:
Person responsible for each change:

REVISED VERSION
Revised page / preview reference and date:
Changes made and anything not resolved:
Reviewer confirmation of the revised version, where required:
Reference to the actual review decision:
Anything that still prevents publication:

PUBLICATION AND LATER CHANGES
Firm's final publication approval and the version it covers:
Who confirms linked destinations and the enquiry route:
Person responsible for keeping the content current:
When or why this page should be reviewed again:

Completing this record does not itself approve a page or authorise publication.
Keep it with the actual source material, review decisions and agreed scope.

UpOnUp: https://uponup.com/websites-for-mortgage-brokers/