Instead of treating the brand as something controlled entirely at the corporate level, we started with a simpler question:

What if the brand reflected how the business actually works?

In the mortgage industry, trust starts with one person: the Loan Officer.

That became the foundation for what we called LO First.

Rather than placing the corporate identity at the center, this model elevated the individual, with the company in a supporting role.

The idea itself was straightforward.

Making it work across hundreds, and eventually thousands, of individuals, platforms, and touchpoints was not.

I led the team through a rapid rebrand that unfolded alongside the rollout of a new marketing automation platform.

We rebuilt the visual foundation of the brand, establishing a clearer, more modern identity through typography, layout systems, and a refined color palette. This created a shared language that could scale across channels without losing consistency.

At the center of the work was the LO First identity system.

Each individual would have their own branded presence, with their name taking the place of the corporate logo, while still remaining visually tied to the parent brand. It was a structural shift, not just a visual one.

To make that scalable, we developed an automated production workflow using custom InDesign actions, allowing hundreds of personalized brand identities to be generated and deployed in minutes rather than weeks. Within the first year, more than 800 were created and integrated across multiple marketing platforms.

The concept extended into the digital experience through what we called a “website takeover.”

Rather than maintaining fragmented personal sites, the corporate website adapted to the individual a visitor first connected with. From that point on, the experience reflected that relationship, carrying their identity and contact information throughout.

In effect, the corporate platform became personal.

It gave individuals the benefit of a fully customized presence, while leveraging the depth, resources, and governance of a national brand.

Concept & Model Development
Helped define and shape the LO First approach, reframing the role of the brand from a centralized identity to a system designed to scale trust through individuals.

Creative Direction & Rebrand Leadership
Led the rebrand, establishing a modern visual system and guiding its application across digital, marketing, and sales touchpoints during a period of rapid organizational change.

Systems Thinking & Scalable Design
Directed the development of the LO First identity system and automated production workflow, enabling hundreds of personalized brand assets to be created and deployed efficiently across multiple platforms.

Digital Experience Strategy
Partnered on the design of a dynamic website experience that adapted to individual relationships, transforming the corporate site into a personalized, scalable marketing tool.

Cross-Functional Leadership
Worked closely with executive leadership, marketing, sales, and compliance teams to ensure the model aligned with business priorities and could be implemented effectively at scale.

Team Building & Development
Built and led a multidisciplinary creative team of 20+ individuals, creating the structure, processes, and environment needed to support a rapidly growing national organization.