Unified Brand. Individual Voices. Real Results.
Objective
Develop a unified, modern brand identity that positions Vantage Funding as a trusted, approachable mortgage brokerage. Build four distinct, personality-driven ad groups for each loan officer while unifying them under one consistent strategy.
Deliverables
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BRAND IDENTITY DEV.
Updated Vantage Funding logo
Brand Guidelines including:
– Logo usage and clear space
– Color palette
– Font hierarchy
– Photography and tone direction
– Ad and social layout templates
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CAMPAIGN DEVELOPMENT
Unique creative direction & tone per Loan Officer
Scriptwriting for 4 ad groups (Ryan + 3 LOs)
Shot list and visual plan
Campaign structure and naming
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VIDEO DELIVERABLES
4 Primary ads (45–60 sec each)
4 Retargeting cutdowns (20 sec each)
3 Direct-to-camera clips for each LO (short-form / social use)
Color, sound mix, and graphics for all videos
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PHOTO DELIVERABLES
35 Lifestyle and team photo library
2-3 Individual LO portraits
Behind-the-scenes and brand imagery
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META ADS CAMPAIGN SETUP
Campaign and ad group buildout
Copywriting and creative
Pixel and conversion tracking
Retargeting audience creation
Launch optimization and reporting template
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INTERNAL ASSETS
Shared brand assets folder
Ad delivery folder
Launch checklist
Final project summary/reference sheet
| Phase / Track | Week 1 (Oct 13–17) |
Week 2 (Oct 20–24) |
Week 3 (Oct 27–31) |
Week 4 (Nov 3–7) |
Week 5 (Nov 10–14) |
|---|---|---|---|---|---|
| Kickoff & Team Input |
Week 1 Project kickoff and materials sent LO questionnaires completed by end of week |
Week 2 Final follow-ups with Loan Officers |
— | — | — |
| Brand Development |
Week 1 Refine and clarify logo direction |
Week 2 Logo feedback collected (EOW) |
Week 3 Final logo approved |
Week 4 First look at Brand Guide (EOW) |
Week 5 Brand Guide finalized and ready for use |
| Creative Development |
Week 1 Creative direction & storytelling framework |
Week 2 Script writing & concept development |
Week 3 Script writing & concept development |
Week 4 Present first draft of ad concepts |
Week 5 Creative refinements & final approvals Apply finalized branding |
| Production Planning |
Week 1 Check broad December shoot availability |
Week 2 Coordinate crew & LO schedules |
Week 3 Secure locations & equipment |
Week 4 Finalize production plan & call sheet |
Week 5 Pre-production complete — ready to film |
Week 1: checklist
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Team Input
Send the selected LO’s the onboarding. Request return day by 10/17.
LO Onboarding Questionnaire -
Brand Development
Finalize ideas and thoughts on logo design and brand guidance. (this can be a quick conversation on the phone, make sure we aligned)
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Production Plan.
I need to get a read on how soon we can schedule the shoot days. We’re aiming for a weekend, and I want to confirm what’s realistic and how much lead time we’ll need to get all three LOs on one weekend.