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by Metamode
Publishing standards

A practical review checklist before a broker page goes live

Give claims, disclosures, sources and enquiry handling a responsible reviewer.

By Tom Egan · · Editorial standards

Check what the page actually claims.

Read headlines, examples, buttons and tool outputs together. A qualification buried elsewhere may not explain the impression created by the main message. Record evidence and review responsibility for material claims.

Do not treat fluent draft copy as verified advice. Lending, legal and tax statements need the appropriate review and scope.

Check business details and the enquiry route.

Confirm the brokerage identity, service scope, relevant disclosures and the destination of enquiries with the nominated reviewer. Make privacy information available at the relevant collection point.

Website publication should not be the first time someone examines data access or the purpose of a form. Test only with authorisation and avoid triggering real customer messages unintentionally.

Keep the review record.

Record the version, reviewer, date and outstanding questions. A change to a claim or tool may need a new review. The absence of an objection is not the same as a recorded approval.

A marketing team can organise this process and flag concerns. It should not describe a checklist as legal certification.

Make maintenance part of the agreement.

Give time-sensitive content and calculator assumptions a review owner. Set a practical refresh schedule and correct identified errors. A site that was reviewed at launch can still become outdated.

BrokerMint’s ongoing scope includes review prompts and approved content production. The brokerage remains responsible for providing accurate information and the required specialist sign-off.

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