Aegis Realtor

The Challenge

Aegis came to us with four decades of relationships and almost no digital footprint — no website, no logo, no live social channels, no CRM. The book of business was real and the reputation was earned, but none of it existed in a form a modern buyer or seller could find, share, or refer.

What We Built

• Brand identity from zero — logo design, color and typography system, and a full brand identity document anchored on the Aegis name: shield, advocacy, long-term partnership
• Custom website launch with a brand-true design system, sub-second load times, and structure built to scale as the business grows
• Social channel launch across four platforms — Google Business Profile, Facebook, Instagram, and TikTok — all configured, branded, and connected to the broader marketing stack
• Preferred lender lead form built into the site to capture and route co-marketing referrals between Aegis and partner mortgage brokers
• Full AI suite — voice receptionist, conversational chat, social DM responses, and reputation management — all answering in the brand’s voice and routed into a single CRM
• CRM build-out with manual import of 40+ years of relationships from a paper-and-memory book of business into a searchable, segmented, marketing-ready system
• Full legal stack authored and deployed — Terms & Conditions, Privacy Policy, SMS Policy, and Accessibility Statement

The Result

Four decades of trust now lives in a digital presence that can carry it forward — a brand customers can find, a system the agent can run, and a marketing engine that treats every relationship like the long game it is.