Services · Website development · Financial services websites
Codeeo handles financial services website development in Dallas for mortgage lenders, wealth advisers, insurance agencies, consumer finance companies and credit unions across the Metroplex. We build websites that capture loan, quote and consultation requests from the families and businesses moving into North Texas, with the disclosures Texas regulators expect and the privacy handling the Texas Data Privacy and Security Act may require for parts of your business. Marketing edits the site; compliance approves before it publishes.
DFW keeps adding households and headquarters, and many of those newcomers choose a lender, an adviser or an agent online before they know a single local name. Your website is often the first and only comparison they make. We build it to win that comparison honestly.
200+ companies across the US and the UAEFrom a first store to a listed developer
What goes into the site
The Dallas market rewards speed. A relocating family under contract on a house in Frisco wants a preapproval conversation this week. A newly promoted executive in Las Colinas wants to understand stock compensation before the next vesting date. A small business owner in Garland wants a commercial auto quote today. Your website has to qualify these people quickly, route them to a licensed person and avoid anything a Texas regulator or a federal examiner would question.
Texas regulates financial firms through several agencies: the Department of Banking, the Office of Consumer Credit Commissioner, the Department of Savings and Mortgage Lending, the State Securities Board, the Department of Insurance and the Credit Union Department. Which ones read your website depends on your licenses. We design around the ones that apply to you, alongside federal rules from the SEC, FINRA, the CFPB and the FTC that sit on top of state oversight.
Separate entry points for purchase, refinance and home equity, each asking only what a loan officer needs to call back, and handing serious applicants to your loan origination system's secure application. Rate pages carry the Truth in Lending conditions your team defines, and every loan officer page shows the NMLS identifier. Calls to action stay visible on small screens, because most first visits happen on a phone.
More complete inquiries reach the right loan officer the same day.
Footer and page level disclosures driven by your license records, whether you hold a mortgage company license through the Department of Savings and Mortgage Lending, an OCCC license for consumer lending or a TDI agency license. The Texas mortgage consumer complaint notice can be placed where your counsel directs.
Disclosures stay current when licenses are renewed or added.
Many DFW households prefer Spanish for financial decisions. We build parallel Spanish pages for products, calculators, forms and disclosures, with the advertising and its required statements in the same language, and hreflang tags so search engines show each audience the right version. Spanish speaking staff can be featured on the pages so visitors know who will answer.
Spanish speaking borrowers and policyholders reach you directly.
The TDPSA exempts financial institutions covered by Gramm Leach Bliley, but marketing affiliates, lead generation arms or software companies under the same brand may still be in scope. We set up consent, opt out and universal opt out signal handling for the parts of your website that need it.
Each entity's website data handled under the right legal regime.
Mortgage payment, refinance break even, retirement income and insurance needs calculators with clear assumptions, editable defaults and labels explaining that results are estimates. Inputs are not stored unless the visitor asks to be contacted. Every assumption is approved by compliance and can be updated without a developer.
Visitors engage longer and understand the numbers before they call.
Pages for offices in Uptown, Preston Center, Plano, Frisco, Southlake or Fort Worth, with accurate addresses, structured data and the advisers or loan officers based in each. Content is written for each area rather than copied, which protects your local search rankings. Driving and parking notes help clients who are new to the area.
People searching in their own suburb find the nearest office.
If your digital application uses face or voice verification, Texas law on capturing biometric identifiers requires notice and consent and limits how long data is kept. We place the notice in the flow and confirm your identity vendor can meet those limits before you go live.
Faster identity checks without a biometric compliance gap.
Inquiries go straight to Salesforce, HubSpot, Dynamics 365 or your loan origination system with source, product and location attached, and are assigned by territory, language or license. Managers see response times by person so no Dallas lead waits overnight. Duplicate inquiries from the same person are merged rather than assigned twice.
Every inquiry has an owner within minutes.
Encrypted forms, minimal data collection, access logging and documented hosting controls. If a security incident affects Texans, state law sets a short deadline to notify the Attorney General once enough residents are affected, so we make sure logs can show quickly what was exposed.
You can answer the hard questions fast if an incident happens.
Where clients pay advisory fees, premiums or loan application costs online, the website hands them to a PCI DSS compliant processor with Apple Pay, Google Pay, card and ACH options. Your servers never store card numbers, which keeps your own PCI scope small and your audit simple.
Clients pay in a few taps while card data stays with the processor.
Who this is for
We do our best work with Dallas firms that see the website as a working sales channel and accept that a regulated business needs structure behind the design. North Texas firms also tend to grow by opening new offices quickly, so we plan the site to absorb a new location or product line without a redesign. These four profiles cover most of the firms we speak with in North Texas. If yours sits somewhere between them, the discovery call will show which parts of the approach fit and which do not, before any commitment.
Lenders and brokerages whose pipeline depends on buyers moving to Collin, Denton and Tarrant counties. They need landing pages by area and loan type, strong Spanish language support, a quick inquiry path on mobile and disclosure placement that satisfies both Texas and federal rules. Integration with the loan origination system matters more than visual flourish. Rate pages refresh from your pricing source so advertised figures never go stale.
Home builder partnership pages are common here; we keep the RESPA questions with your counsel.
Advisory firms in Uptown, Preston Center and Plano whose clients have equity compensation, closely held businesses or energy interests. They need content that shows depth on those topics, adviser profiles with clear registrations, and Marketing Rule controls on testimonials and performance. State registered firms answer to the Texas State Securities Board. Insights on Texas specific topics such as the absence of state income tax give visitors a reason to stay.
Agencies writing home, auto, commercial and life coverage for a growing population. They need quote request forms by product, carrier pages, agent profiles with license numbers and a structure that ranks in each suburb they serve. We keep quote forms short and route them by product line and language. Agents can update their own bios within the limits compliance sets.
Agency sites often carry carrier logos; we confirm brand usage permissions before launch.
Institutions with branches across the Metroplex that need branch locator pages, rate tables updated daily, product comparison pages and member education. Regulatory statements such as FDIC or NCUA insurance and equal housing lender language are built into the templates. Members can find the nearest branch or ATM on a map from any page.
Working with Codeeo
We have delivered 200+ projects across the UAE and the US, and our team of 80+ works from Dubai, Riyadh and Karachi. Dallas clients work with us remotely, by video call, with every scope decision confirmed in writing. Most choose a fixed price first build and then a monthly retainer. Firms rolling the website into a larger digital program sometimes take a dedicated team instead. Ownership of everything we build sits with you from the start. We hold a 4.7 rating from 23 Google reviews.
A defined build with a deadline
We agree what the product has to do, write it down with a price and a date, and build exactly that. Changes are priced before they are made, not discovered on the invoice.
A product that keeps evolving
Named engineers who work your hours, join your standups and stay on the codebase. You direct the backlog; we own the quality of what ships.
Something live that needs looking after
A monthly block of hours for improvements, fixes and the small requests that otherwise wait months. Unused hours carry for a quarter.
Technology
We build on WordPress or a headless CMS with a Next.js front end, hosted on infrastructure with backups, logging and multifactor access. Integrations cover your CRM, loan origination system, scheduling tool and consent platform. Each choice is documented for your vendor review.
01Web
02Commerce
03Data and cloud
04Marketing and tracking
Timing depends on scope, integrations and compliance review.
A single office advisory site moves faster than a multi branch lender with Spanish pages and a loan system integration. After discovery we write down the scope, the milestones and the review windows your compliance team needs. Launching the core site first and adding area and branch pages afterwards is usually the quickest way to see results. Gathering bios, photos and license data early shortens the schedule more than anything else.
Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.
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