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Pilot Mortgage Group: selling the partnership, not the rate

Pilot Mortgage Group wanted more realtors to refer clients. We designed a partnership pitch that starts with the realtor's pain points and ends with a 15-minute meeting.

Client
Pilot Mortgage Group
Industry
Mortgage & real estate
Service
Sales presentation design
Deliverables
Partnership sales deck
Platform
PowerPoint, 16:9
Title slide of a realtor partnership deck: a smiling couple holding house keys beside a coral title panel

The challenge

Realtors hear the same promises from every mortgage broker. Pilot's real advantages (automated updates, a client retention specialist, referrals sent back to partners) were operational details that are easy to skim past.

The deck had to make those advantages concrete, back them with proof and end with one clear next step.

  • Sales story
  • Morph motion
  • Proof points
  • Clear call to action

Inside the deck

Pain points slide: realtors’ frustrations answered around a row of connected hexagon icons

Eight ways Pilot removes realtors' frustrations, connected on a single slide.

Our approach

  1. 01

    Problem first

    We opened with the pain points realtors recognise, then answered them on a single connected slide.

  2. 02

    Proof you can see

    Bold figures do the convincing: 350+ families helped in 2021 and 250+ five-star Google reviews, then 75 closed deals referred to top partners in 2023.

  3. 03

    Built to close

    A recap of three benefits (less stress, more deals, higher earnings) leads straight to one action: book a 15-minute meeting.

Proof slide: families helped and five-star reviews in navy and coral circles
Referral slide: client photos in circles beside an agent holding a small model house
Recap slide: less stress, more deals and higher earnings, each with a photo
Lead generation slide: closed deals referred to partners, with lead sources in photo cards

The visual system

The palette, type and structure used throughout the deck.

Palette

  • Navy #1C1B42
  • Coral red #D0484A
  • Light grey #F4F4F4
  • White #FFFFFF

Typefaces

  • Josefin Sans Headlines
  • Lato Body

Design craft

  • Problem-first storytelling

    The deck opens with the realtor’s frustrations, then answers each one.

  • Proof that stands out

    Results and reviews set large and easy to scan, so the evidence does the selling.

  • Motion toward the ask

    Morph transitions and builds lead naturally to one next step.

What we delivered

  1. 01

    A pitch built around the client

    Realtors see their own problems solved before they see the offer.

  2. 02

    Credibility at a glance

    Results and reviews presented as clear proof points.

  3. 03

    One clear call to action

    Every section leads to booking a meeting.

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