Mortgage Broking: Sunny Funding

Mortgage Broking

Executive Summary
Sunny Funding is a competitive mortgage brokerage company providing various lending and
financial services to fulfill the demands and requirements of young adults, families, as well as
middle and old aged families seeking educational loans, housing loans, personal loans, etc. The
company has access to a wide variety of mortgaging sources and is dedicated towards searching
for the right loan services for the customers with the best terms, costs and rates for meeting their
unique demands. The organized is capitalized by two primary investors, Aston Williams and
Chris Rogers, both of whom are licensed brokers and possess experience in the broking and
finance industry for more than 25 years.

Table of Contents
Situational Analysis.........................................................................................................................4
SWOT..........................................................................................................................................4
PEST............................................................................................................................................4
Marketing Goals..............................................................................................................................5
Marketing strategy...........................................................................................................................6
Market segmentation.......................................................................................................................6
Market positioning...........................................................................................................................6
Evaluation........................................................................................................................................7
Reference List..................................................................................................................................8