Owners First

Site Editing Guide

Welcome! This internal guide explains what you can update yourself in WordPress and what to hand to the developer. It is set to noindex, so search engines won’t list it.

What’s editable in WordPress vs. by a developer

The marketing pages (Home, New Purchase, HELOC, FHA, VA, Refinance) are built as polished theme templates. On those pages you can self-serve SEO meta and images; the body copy/layout is template-driven and changed by the developer.

You can edit yourself

  • SEO — page title, meta description, and social/share settings (every page) via Rank Math.
  • Images — each page’s feature image and hero background via the Media Library.
  • Copy on content pages — pages that use the WordPress editor (like this guide, and any About/Contact/legal pages built that way).

Ask the developer

  • Headline/body copy and section layout on the marketing landing pages.
  • The navigation menu and footer links.
  • The pre-qualification forms and the chat widget.
  • Displayed rates, stats, and adding brand-new landing pages.

1. Edit SEO meta (Rank Math)

  1. Go to Pages and open the page.
  2. Scroll to the Rank Math SEO panel (or click the Rank Math icon top-right) and choose Edit Snippet.
  3. Set the Title and Description — watch the live Google preview. Keep titles ~50–60 characters and descriptions ~150–160.
  4. Use the Social tab to set the Facebook/Twitter share image and text.
  5. Update the page to save.

Site-wide defaults live under Rank Math → Titles & Meta. The XML sitemap is at /sitemap_index.xml — submit it in Google Search Console.

2. Swap a page’s images

Open the page under Pages. In the right sidebar:

  • Featured Image — the framed image beside the copy. Recommended size ~1000×750 (4:3).
  • Hero Background Image (just below) — the faint photo behind the hero. Click Choose image. Recommended ~1600×900 (wide). Click Remove to revert to the theme default.

Both pull from the Media Library. Always set the image’s Alt Text (in the Media Library) for accessibility and SEO. Leaving an image empty falls back to the built-in placeholder automatically.

3. Edit copy on a content page

Content pages (like this one) use the normal WordPress editor — just type in the body and Update. Headings, lists, links, and quotes are styled automatically to match the site.

4. Forms, chat & leads

The “Get pre-qualified / Get Pre-Approved” buttons open multi-step forms that send leads to your LeadConnector webhooks. The chat bubble is the LeadConnector widget. These are managed in code / LeadConnector — not in the page editor.

Need a change we don’t cover here?

For copy/layout on the marketing pages, new pages, menu changes, or rate updates, contact your developer with the page name and exactly what you’d like changed.