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Case Study

National wholesale and retail commercial real estate lender

Challenge

  • Start-up division within a larger corporate entity with a shared marketing services team
  • Too many one-off transactions with mortgage brokers
  • Lacking established sales funnel through which they could systematically move clients
  • Brand was out-dated and required a refresh to help distinguish it in a crowded market

Engagement

  • Rebranding and Website Design and Development
  • Sales and Marketing Team Alignment
  • Change Management
  • Team Recruiting, On-boarding and Management
  • Pardot Implementation within Salesforce
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Building recognition of a retail commercial mortgage brand required a brand identity that has stopping power in a crowded market.

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  • Brand Identity, Brand Voice and Messaging Blueprint
  • Automated Marketing Programs
  • Strategic Partnerships
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Results

  • Designed and built new marketing organization
  • Rebranded wholesale channel to better outline benefits and increase calculator usage, resulting in more deal submissions
  • Defined sales funnel and deployed tactics to move broker community through it
  • Aligned sales force with marketing teams, creating in-market support and generated significant increase in submissions
  • Rebranded consumer lending channel to speak to customer need with nurture campaigns and increased transactions