branded holiday ecards case studies

Client Case Study: Berkadia Commercial Mortgage LLC

Berkadia Commercial Mortgage LLC, is a leading real estate company offering a comprehensive suite of services to clients across the United States with over 1,000 employees. Berkadia is a joint venture of Berkshire Hathaway and Jefferies Financial Group, which started operations in 2009. Berkadia provides a wide range of services including lending, mortgage banking, investment sales, and servicing. With its deep industry experience and network of experts, Berkadia aims to provide superior service and deliver outstanding results for its clients.

The management team at Berkadia recognized the need for a strategic approach to build and strengthen personalized, meaningful relationships with their contacts, including clients and customers. This need was particularly amplified during the festive season, when they aimed to deliver a uniquely engaging and memorable experience to their diverse audience, further fostering these relationships.

Portal Facts

Type: Enterprise (English)

Number of Users: 750+
Number of Admins:

eCards Delivered: 18,500+
View Rate: 70%

Design Examples


The challenges for this project encompassed various aspects, namely:

1. User Engagement: One of the main challenges was creating a platform that would encourage user engagement. The platform had to be intuitive, interactive, and user-friendly to ensure a smooth user experience. Additionally, it needed to cater to the varying technological proficiencies of Berkadia’s diverse clientele.

2. Data Security: The platform was to handle a significant amount of sensitive user data. Ensuring the utmost data security and privacy was a significant challenge. Compliance with data protection regulations and implementation of robust security protocols were mandatory.

3. Customizability: The project demanded a high level of customization to reflect Berkadia’s unique brand identity accurately. Implementing a system that accommodated the creative designs provided by Berkadia’s team, while ensuring the overall aesthetic was consistent with their brand image, was a considerable challenge.

4. Scalability: As Berkadia continued to grow, so too would the user base of this platform. Therefore, the system needed to be scalable and capable of accommodating an expanding number of users without compromising on performance or reliability.

5. Timely Implementation: Given the aim to have the platform ready for the holiday season, time was of the essence. Completing all the necessary development and testing processes within a tight timeline was another major challenge.


Berkadia chose Zone1 because of their extensive experience in building and managing customized eCard platforms, their high level of customer service, and their commitment to helping their clients effectively nurture relationships with their contacts.

The solution for this project was a comprehensive eCard portal created by Zone1. The following features of the solution addressed the project’s challenges:

1. Customized eCard Portal: Zone1 built a unique eCard portal for Berkadia, which incorporated their branding and facilitated the sending of eCards to their clients and customers. This platform was designed with an intuitive user interface to enhance user engagement and ensure a seamless experience for all users.

2. Data Security: Understanding the importance of data security, Zone1 implemented robust security measures, ensuring the utmost protection of sensitive user data. These measures complied with all relevant data protection regulations.

3. Integration of Berkadia’s Creative Work: Zone1’s platform was built to be highly customizable, accommodating the artwork provided by Berkadia’s design team. This ensured the eCards reflected Berkadia’s unique brand identity while maintaining a consistent aesthetic.

4. Scalability: The Zone1 platform was designed with scalability in mind. It could easily accommodate an expanding number of users as Berkadia grew, without compromising on performance or reliability.

5. Timely Delivery: Given the tight timeline, Zone1 was selected for their track record of delivering projects within specified timelines. They worked diligently to have the portal up and running for the holiday season.


The process for this project unfolded through a series of organized, sequential steps:

1. Requirements Gathering: The first step involved meeting with the Berkadia team to understand their specific needs and expectations for the eCard portal. This included discussions on user interface, desired features, data security protocols, and the integration of their own creative designs.

2. Design and Development: Once the requirements were clearly defined, the Zone1 design and development team began creating the eCard platform. This step involved developing the user interface, implementing the necessary features, and incorporating Berkadia’s creative designs into the platform.

3. Security Implementation: At this stage, the team implemented robust security measures to protect user data. This included encryption protocols, secure login systems, and compliance checks with data protection regulations.

4. Testing: The platform underwent rigorous testing to ensure all functionalities were working correctly, the user interface was intuitive, and the security measures were robust. Any issues identified during this stage were addressed and rectified.

5. Training: Zone1 provided training sessions to Berkadia’s team, ensuring they were comfortable using the eCard platform and could troubleshoot basic issues. This step was crucial to maximize the platform’s effectiveness.

6. Deployment: After successful testing and client approval, the eCard portal was launched and made available for use by Berkadia’s team.

7. Maintenance and Support: Post-launch, Zone1 provided ongoing maintenance and support, addressing any technical issues, making necessary updates, and ensuring the platform’s continuous optimal performance.

Through this process, Zone1 ensured the delivery of a custom eCard portal that met Berkadia’s needs and facilitated their goal of nurturing relationships with their contacts in a personalized and meaningful way.


The successful completion of the eCard portal project led to several noteworthy results:

1. Improved Client Engagement: The use of personalized eCards significantly enhanced Berkadia’s client engagement. The unique and thoughtful gesture of sending eCards for various occasions was appreciated by clients and helped foster a stronger relationship with them.

2. Increased Brand Awareness: The consistent use of Berkadia’s creative designs in the eCards led to increased brand awareness and recognition among their clients.

3. Robust Data Security: The implementation of robust security measures ensured that user data was securely handled, reinforcing trust among clients and upholding Berkadia’s reputation for data protection.

4. High User Satisfaction: Berkadia’s team reported high user satisfaction with the eCard portal. The platform’s intuitive interface, seamless user experience, and the ability to create personalized eCards were particularly appreciated.

5. Timely Completion: The project was successfully completed within the set timeline, ensuring Berkadia’s team could send out holiday eCards as planned.

6. Scalable Solution: The scalable nature of the eCard portal made it easy for Berkadia to accommodate more users as their business grew.

In conclusion, the successful implementation of this project greatly enhanced Berkadia’s client engagement, brand awareness, and overall customer relationship management strategy. It demonstrated the power of personalization in communication and the effectiveness of Zone1’s eCard platform in enabling such communication.