Case Study: Insignia Mortgage – Integrated Marketing Strategies


Insignia Mortgage is a leading Southern California specialist in mortgages for hard-to-fund, foreign and high-net-worth real estate investors. We are their online partner to manage print advertising, digital marketing, website and other branding efforts.



  • Email marketing
  • Design
  • Development
  • Mobile QA
  • List migration and segmentation
  • Campaign strategy & implementation
  • Website Interface Design
  • WordPress / PHP / HTML / CSS
  • Custom development to pull proprietary rates as well as market indexes
  • Integrate with SalesForce and MailChimp
  • Digital Marketing Strategy & SEO
  • Social Media profile creative & implementation
  • Advertising Campaigns
  • Print ad campaigns and PR
  • PowerPoint Deck design


Insignia Mortgage came to us with a legacy website built in WordPress and some solid branding. Their old home page was cluttered and there was little focus on their main product offerings. We created focal areas using icons, brand colors and calls-to-action. We have iterated the website several times. The latest version is mobile responsive and restructured for better content management. You can also see details on this client in our portfolio.

 insignia mortgage_old and new_homepage design


We implemented custom code to pull mortgage rate calculations from a Google spreadsheet to minimize opportunities for human error that could occur when entering in weekly rates to three decimal points. We also took advantage of rate feeds from the Federal Reserve to display market indexes.


We expanded their services section to showcase six main categories of specialized mortgage programs. This will help provide more information to interested site visitors, and should help their SEO as well. We streamlined the CTAs focused on conversions and integrated SalesForce so that leads will be captured in their current CRM. Email subscriptions are integrated with MailChimp, tying into their various email campaigns. The backend structure was rebuilt to handle content better so that site administrators will be able to update the site more efficiently.


Print Advertising

We worked with Insignia Mortgage to create compelling print ads for trade publications as well as for the LA Times.



Integrated Marketing

We serve as Insignia’s marketing partner across all platforms. Ads link to the landing pages, which we design and build. Email marketing delivers weekly relevant content. We are researching niche opportunities to create tailored cross-platform campaigns specific to those audiences. We apply our SEO expertise to the holistic plan to ensure trackable and actionable analytics and optimization. Our designs and programming support a superb user experience. We ensure consistent branding and messaging across all efforts. Insignia Mortgage relies on our digital marketing expertise so that they can focus on their core strengths: serving clients with unique mortgage needs. If you would like additional information on our packaged services for the mortgage industry please contact us.

Richard Parr
by Richard Parr
Posted: October 28, 2017