CASE STUDY

SMPL MORTGAGE

THE PIVOT

One Company. One Voice.

As increasing competition comes from Consumer Direct apps and services, it is imperative that TG Loans clearly establish itself for the future. A future of diversified products. A future of multi-generational clients. A future of referral erosion. A searchable and memorable brand is important to cut through the clutter of competition, both locally and nationally. To rise above, you must clearly position the brand as ONE COMPANY and ONE VOICE. This means streamlining your channels with a clear and consistent brand and message. John and Kal take the complex world of mortgage lending and simplify it for their clients. That same methodology should apply to the brand of the company. In a sea of complexity, creating a simple solution that potential clients can search, find and prosper from. People, caring about people. The human touch. This is the path forward. A new name reflects the new position. SMPL Mortgage.

THE BRAND STORY

Humanly Possible

SMPL Mortgage builds trust through a confident approach that assures the highest integrity for the complex process of mortgage finance. SMPL Mortgage’s professionalism gives our clients a human touch, empathetic with their needs and goals. Our reputation is is built on trust and honesty.

We are committed to teaching first and earning second. With a passion for education, SMPL Mortgage stands above with a knowledgeable staff that constantly mentors and advises our clients empowering them through webinars and consultations. SMPL Mortgage has built an informative culture that sets us apart.

SMPL Mortgage’s innovative approach maintains our reputation for having our finger on the pulse of the ever-changing mortgage finance market. Through easy-to-use online tools to online webinars, SMPL Mortgage is committed to providing a comprehensive service set that helps our clients evolve with the market.

With our client service, SMPL Mortgage provides a client goal-oriented personal touch. We make mortgage financing HUMANLY POSSIBLE through our caring and passionate professionals. Not only do we understand the evolving market, we empathize with the various life stages our clients go through. We help families make positive financial changes to build their financial freedom.

IDENTITY DEVELOPMENT

THE VISION

To be the leader of generational lending in Southern California

THE MISSION

SMPL Mortgage specializes in generational lending. For clients who need mortgage financing,

we provide a total solution that fits whatever life stage you are in.

THE POSITION

To potential homebuyers and current homeowners, SMPL Mortgage is a generational lending leader in mortgage financing. We simplify this complex process through education, seminars and a personal approach that meets our clients needs whatever life stage they are in because we believe in people and their potential making their dreams of financial freedom Humanly Possible.

THE CREATIVE PLATFORM

The creative platform for SMPL Mortgage is THE CIRCLE OF LIFE. Circles are a great metaphor for the circle of life, which supports the Generational Lending position. They are friendly, they become great devices for backdrops in brochures, picture holders, infographic elements and more. In the timeline of life, SMPL Mortgage can intersect at various life stages to provides solutions to your financial freedom.