2026: Website Needs Analysis | Centennial Lending

2026: Website Needs AnalysisNick Klausner2026-04-07T16:37:25+00:00

2026 Website Needs Analysis Questionnaire

Survey results will be used to help define requirements for a refreshed or redeveloped website. Our current website is primarily a place our borrowers go to click the links to log into their accounts and consumers use to complete residential loan applications. Otherwise it is largely informational; what I would consider a brochure website. It may be that it is all it needs to be, but it could be so much more! I am looking forward to your feedback.

Name(Required)

First Last

Which roles / tasks should the website prioritize in the next phase? (Drag and drop the roles/tasks with your highest priority at the top.)

Choices are currently in alphabetical order.

Consumer / Borrower Focused
Growth Focused / Lead Generation
Informational
Partner / Credit Union Focused
Transactional (List specific transaction types below)
Other (Include details below)

Why did you prioritize the roles / tasks as you did?(Required)

What functionality would compel you to use and/or refer partners and consumers to the website?(Required)

Rank the importance of the following audiences (Drag and drop the audiences with your highest priority at the top.)

Choices are currently in alphabetical order.

Commercial Borrowers
Consumers
Credit Union Partners
Industry Partners: Title, Insurance, Dealerships, Realtors
Internal Staff
Lesees
Residential Borrowers

These audiences should experience... (Drag and drop preferred audience experiences with your highest priority at the top.)

Choices are currently in alphabetical order.

One Unified Site
A Segmented Journey
Completely Separate Portals

What information or tools should be limited to specific audiences and why?(Required)

What content is outdated, under‑used, or should be eliminated?(Required)

The organization should commit to publishing more articles, white papers, and/or recorded trainings.

Who should be responsible for creating this material?

I'd be interested and willing to help generate this content.(Required)

Yes.

No.

What are the top three actions the website should drive, and why?(Required)

The residential APPLY NOW button should be...(Required)

Persistent: Appearing in a high visibility area on every page.

Contextual: Appearing in variety of places, but only when it makes sense.

Audience Specific: Visible only to a specific audience regardless of context.

What capabilities do you consider mandatory?(Required)

Please check all that apply.

Please detail any additional capabilities you consider mandatory.(Required)

Live chat with a real person is...(Required)

Required

Pilot Worthy

Not a Priority

What manual processes would you like the website (or other tech) to reduce or eliminate?(Required)

What analytics / performance metrics matter most?(Required)

For example: completed applications, partner engagement, borrower engagement, new lead generation, training engagement, survey results.

How often would you like to be informed about site analytics and performance?(Required)

Weekly

Monthly

Quarterly

Only Upon Request

Who should be responsible for content accuracy and updates, compliance, and technical updates?(Required)

This should be centralized with two or three individuals.

Department heads should be responsible for their subject areas.

A newly formed website maintenance committee.

This should be largely outsourced.

What would you like to see the website do in the next 3-5 years that it cannot do now?(Required)

What should the website never become?(Required)

What must be true for you to say "This website is working for me!"(Required)

Wishlist!(Required)

You may have already communicated your wish list items, but this is your opportunity to go big. What have we missed? What would make your life easier? Don't be bashful. This is the dream world.