Here is an opportunity for our members to learn success principles from leading members of the broker community!

INTRODUCING:

Your Best Advice
A mentorship series presented by, and exclusively for, CMBA-BC Members.

This mentor series is for MEMBERS ONLY
Please click here for your free 90 day trial membership

FIRST IN THE SERIES: HOW TO EFFECTIVELY SET UP AND USE YOUR CRM
Most mortgage brokers keep a client list (at minimum) or invest in a high performance CRM tool, but how can you consistently transform your insights about clients into new files? In this first presentation, CMBA-BC Member, Bill Macklem, will be reviewing how he has set up his CRM to manage passive and active tasks, describe the reports and clues he uses to identify potential sales targets among his database, and explain why the curation of client data might be the most valuable time investment you can make.

WEDNESDAY, JUNE 17, 11:00AM
A link for the meeting will be sent to you prior to the event.

PRESENTER

Bill Macklem
President, DLC Macklem Mortgages

• Has funded more than $1 Billion of mortgages during his career
• Inducted into the MB Funding Roll of Honour in 2018
• More than 30 years of experience as a Mortgage Broker
• Taught money management at the University of Alberta
• Host of Mortgage Talk with Bill Macklem on AM650