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Suite 501 · Onboarding & migration

Move in without losing a lead

Mortgage website and CRM migration, done for you: we inventory every old URL and contact, rebuild on the suite, redirect everything that ranks, import your pipeline, register texting and train your team, on a launch date we agree in writing.

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The migration path

Six stages from kickoff to go live

From Kickoff to Launch: Kickoff call, Content and data, Build and review, Approvals, Go live. Infographic with Tolly the puffin.
From kickoff to launch: kickoff call, content and data, build and review, approvals, go live.

  1. Stage 1 of 6 · day 1

    Kickoff call

    We meet the owner or manager, the compliance contact and whoever runs your current tools. We agree the launch date in writing.

    • Org chart and roster
    • Current vendors and logins
    • Who approves what

  2. Stage 2 of 6 · days 2–5

    Crawl and inventory

    We crawl your current sites and list every URL, title and form, plus every LO personal site, so nothing that ranks today is lost.

    • URL inventory spreadsheet
    • Forms and lead sources list
    • Rankings snapshot for top pages

  3. Stage 3 of 6 · week 1–2

    Content and data

    LO questionnaires and photos, brand assets, disclosure text, and a CSV export from your current CRM.

    • Field mapping agreed before import
    • Consent records preserved
    • Duplicates merged

  4. Stage 4 of 6

    Build and test import

    Sites, funnels and pipeline built; a test import of a few hundred contacts so you can check stages, tags and owners.

    • Your team reviews in the staging site
    • Fixes before the full import

  5. Stage 5 of 6

    Approvals and training

    Compliance signs off in the approval queue; managers and LOs get short role-based training sessions, recorded for new hires.

    • Manager session
    • LO sessions in small groups
    • Recordings and cheat sheets

  6. Stage 6 of 6

    Go live

    Domain pointed, every old URL 301-redirected in one hop, texting registered, automations switched on, launch report sent.

    • Redirect test of every old URL
    • Measured PageSpeed scores
    • 30-day check-in booked

What we need from you

Your side of the checklist

  • A decision-maker at kickoff
  • Your compliance contact
  • Logo, brand colors and fonts
  • LO questionnaires and headshots
  • CSV export of your CRM contacts
  • DNS access or your IT contact
  • Disclosure text and license matrix
  • Review profile links
A planning notebook beside a keyboard on a desk

A plan on paper before anything moves: every URL, contact and consent accounted for.

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Questions about switching

  1. YouHow long does onboarding take?
    Funnel Suite team

    We agree the date in writing at kickoff. Typical timelines: 21 business days for a Team Suite, 30 for a Branch Suite and 45 for a Company Suite. The biggest variable is how quickly content, data and approvals come back.

  2. YouWill we lose our Google rankings when we switch?
    Funnel Suite team

    We map every existing URL to its new equivalent and set one-hop 301 redirects before launch, keep titles that already rank, and resubmit sitemaps. Rankings can fluctuate for a few weeks after any migration, but redirects carry the signals over.

  3. YouCan you import contacts from our current CRM?
    Funnel Suite team

    Yes, from a CSV export: contacts, stages, tags, owners, notes and consent records. We agree the field mapping first and run a test import before the full one.

  4. YouWhat about LOs’ personal websites and domains?
    Funnel Suite team

    We redirect them to the LO’s new page so business cards, email signatures and old links keep working. If the domain belongs to the LO personally, they keep ownership.

  5. YouDo we have to switch every branch at once?
    Funnel Suite team

    No. Companies often launch the company site and a pilot branch first, then roll out branches in waves.

  6. YouWhat do you need from us?
    Funnel Suite team

    A kickoff attendee who can make decisions, your compliance contact, brand assets, LO questionnaires and photos, a CRM export and access to your domain’s DNS (or your IT contact).

  7. YouWhat happens to text messaging during the switch?
    Funnel Suite team

    We register your business texting (A2P 10DLC) early, because carrier vetting can take days to weeks. Until it is approved, follow-up runs on email and call tasks.

  8. YouIs training included?
    Funnel Suite team

    Yes. Manager and LO training sessions are included, recorded and available for new hires.

  9. YouWhat if you miss the launch date?
    Funnel Suite team

    If we miss the launch date we agreed in writing, your monthly fee pauses until the site is live.

Book a migration planning call

45 minutes with your current tools on screen. You leave with a URL inventory plan, a data map and a draft launch date.

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