Presentation design – Performance Marketing.
Design project: Presentation design for lenders portal
Short design brief from client related to presentation brochure:
The goal of the presentation:
To introduce the our company to storefront lenders (we work with both, storefront lenders and online lenders). Storefront lenders are the lenders who have stores/finical locations (online lenders don’t have stores, they are only online).
We want to shows them how the process works, where the customers/leads come from (page 2), how they apply (page 4), how the our system processes and sends the leads to storefront lenders (page 3), and what the customers see on their screens after their loan request is approved by any storefront lender (they are being redirected to a page that shows the confirmation page, page 5). We want to show them also the portal for storefront lenders, what kind of info they can see under the “Leads” and “Dashboard” pages (page 6 & 7) and what kind of tools there are.
There is a little info about the technology we use and the filters and validations we can set based on criteria they provide (page 8).
Values and beliefs of the business:
I would say Honest relationships and trust are essential for long-term business success
Target audience: Storefront lenders.
For the Confirmation page, I am sending you below a sample Confirmation page from our system.
So, what happens is a customer applies for a loan on one of our partners websites, then we receive that info/lead to our system and if customer is matched with on of our storefront lenders, then the customer will see this kind of confirmation page. It shows there the lender’s info, the name, the store address (which is in fact the closest store to the customer based on the zip code customer provided while applying for the loan, the phone number, the open hours and the map with the store address on it.
For the address you can use our office address. You can use it for both, the info section and on the map. For the phone you can use our phone number which I sent early.
Avoid the “Send This Information to My Phone” and the below disclosure part, we don’t need it on the presentation.
Also, avoid the photo, we don’t need that kind of photo. So what I need from you is a nice looking confirmation page where the customer can see all that info and the map with the address on it.
Created high quality pdf presentation brochure for a company with turn round – ~6 days.
If you need a presentation designed for your company our studio can help.