Turning a Complex Product Into a Marketing System
I designed a ready-to-use marketing toolkit that helps brokers promote DSCR loans—a specialized financing option for real estate investors.
THE CHALLENGE
Make complex information easy to market.
DSCR lending comes with its own terminology, qualification requirements, and use cases. The challenge wasn't simply explaining the product. It was giving brokers a way to turn that information into marketing that people could actually use.
The kit needed to:
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Make DSCR easier to communicate
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Give brokers content they could immediately use
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Work across multiple marketing channels
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Be customizable to each broker's personal brand
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Provide enough structure to support an ongoing campaign
THE SOLUTION
Rather than creating a single piece of collateral, I designed the kit as a mini marketing system.
It includes:
30-Day Content Strategy
A structured calendar outlining what to post, email, promote, and follow up on throughout the month.
Customizable Marketing Flyers & Social Posts
A library of promotional and educational content that brokers can personalize with their headshot, logo, and information.
Video Scripts
Short-form scripts designed to help brokers translate the product into approachable social video content.
Product Reference Guide
A quick-reference section covering the company's DSCR guidelines so brokers can better understand the product while creating their own content.
30-day content strategy
White Label Social Post
Audience-Specific Email Campaigns
White Label Flyer
THE DESIGN
I extended the Newfi Wholesale brand into a cohesive visual system across print, email, social, and digital, with customizable assets that brokers could easily make their own.
THE LAUNCH
We distributed the marketing kit as gated content, using an email campaign and Predictive Send to reach brokers at the most effective time for engagement. The campaign drove traffic to a landing page where users could access the full toolkit after submitting their information.
Turning content into leads.
from a single campaign
600+ leads generated
Email Campaign
Gated Form to Receive Kit
Marketing Kit