Marketing Production · Loan Officer

Rebrand
Intake

Tell us about you, your market, and the brand you want to build. The more honest and specific you are, the sharper we can make the final product. Take your time.

01About You

Full Name*

NMLS Number*

Email*

Phone*

Branch / Market

Languages Spoken

Years as a Loan Officer

Years in Current Market

02Your Market

Target Cities, Neighborhoods, or Zip Codes

The more specific the better. We brand hyperlocal whenever possible.

Specific Neighborhoods or Communities You Specialize In

Property Types You Focus On

Luxury First-time buyer New construction Condos Investment VA Manufactured Renovation Other

Community Involvement, Local Boards, or Causes You Support

This fuels authentic, hyperlocal storytelling.

03Your Clients

What Type of Clients Do You Work With Most? Any Niche?

Where Does Most of Your Business Come From Today?

Real estate agents Builders Past clients Referrals Database Social media Online leads Other

3 to 5 Words That Describe You and the Value You Bring

This shapes voice, taglines, and visual direction.

What Sets You Apart From Other LOs in Your Market?

04Your Story

What Drew You to the Mortgage Industry?

Hobbies and Interests Outside of Work

Especially anything that shows up in how you connect with clients.

Certifications or Designations

05Your Current Brand

What Do You Like About Your Current Branding?

What Do You Dislike, or Feel Isn't Working?

Existing Assets You'd Like to Keep

Logo, colors, headshots, taglines, anything we should preserve.

06Visual & Style

Style Preference

Pick the direction that feels closest to you. We'll refine from there.

Sans-Serif

JANE DOE

Loan Officer · Phoenix

Modern, bold, confident. Reads clean on every screen.

Serif

Jane Doe

Loan Officer · Phoenix

Classic, sophisticated, editorial. Feels established.

Sans-serif Serif Mix of both Not sure, you decide

Preferred Brand Colors or Colors to Avoid

If Open to Updating Your Logo, Any Ideas or Elements to Incorporate

07Goals

Where Do You Feel You're Losing Right Now?

Leads Visibility Referrals Agent partners

Platform You Want to Focus on Most

What Does a Successful Rebrand Look Like to You?

LOs, Agents, or Brands Whose Look or Vibe You Admire

Anything Else Relevant

Prefer email? Send your answers to fairwaywestmarketing@fairwaymc.com

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Equal Housing Opportunity

RebrandIntake

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Rebrand
Intake