+1 (800) 594-8856 Liz@WesternBrokerServices.ca

Our Services

OUR SERVICES – WHAT WE DO FOR YOU

  • Compliance / Signing package preparation with uploading to your payroll portal
  • Upload your payroll package to your payroll system
  • Handwritten Birthday, Referral and Seasonal Cards
  • Social Media – contact us to discuss and see below
  • CRM Management
  • Closing Gifts, Referral Gifts
  • Closing, Anniversary and Maturity letters/cards
  • Data Base Management
  • Maintain your email blast system (Auto Pilot, Mail Chimp etc.)
  • Customize your brokerage newsletter for sending to clients – email and regular mail
  • Mass Mail Outs
  • Realtor Feature Sheets

PRICE PER HOUR STARTING AT: $49.00 (plus tax)  – billed out in 15-minute increments

PACKAGES AVAILABLE

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COMPLIANCE / SIGNING PACKAGE

$50.00 Package – Includes

Full document package in PDF to one document – highlighted signing areas

  • Commitment
  • MPP – or another insurance carrier
  • Consent/and or Client Agreement
  • Form 10 (BC Only)
  • Disclosure
  • Document renaming and sorting
  • Insureline – If applicable
  • Other

For each of the items below, please add on $10.00 per file

  • The 3rd person on the file
  • The 4th person on the file
  • Upload to Electronic Signature Program
  • Upload to your payroll system after signing
  • Fixed and Open
  • Update your CRM system (this is only for manual updates)

Document Uploading and Sorting

$40.00 per file – Includes

  • Document uploading to your Dropbox, Google Drive or other like program
  • Use your naming system

SOCIAL MEDIA PACKAGE

Tier # 1 - $50 per month

$50.00 per month

  • (Each custom/substituted item) will add a further $25.00 per month)
  • 3 posts per week on your Facebook and Instagram Accounts (this includes Monday Motivational post, Wednesday Highlighting Your Business, Friday, Celebrating the Weekend or funny types of posts, Canadian Commemorative Days)
  • Customized Pre-set Timing

* You must already have existing accounts for Facebook and Instagram

Tier # 2 - $100 per month

$100.00 per month

  • (Each custom/substituted item) will add a further $25.00 per month)
  • Diversify your Social Media Platforms Facebook, Instagram, Twitter and Linkedin. If you do not have these platforms, we will create the accounts for your business.
  • 3 post per week on all Social Media Platform Accounts (this includes Monday Motivational post, Wednesday Highlighting Your Business, Friday, Celebrating the Weekend or funny types of posts, Canadian Commemorative Days)
  • Each Post will include branded logo (if you have a specific Logo please email admin)
  • Customized Pre-Set Timing

*Note the Business Highlight posts will have generic Information included in Customized Visual Post. Unless you wish to highlight an award or insider mortgage tid bits.

Tier # 3 - $250 per month

$250.00 per month
Executive package – It’s All About Management

  • (Each custom/substituted item) will add a further $25.00 per month)
  • If you do not already have these Social Media Platforms Ex: Facebook, Instagram, Twitter, and Linkedin we will create the accounts for your business.
  • 3 post per week on all social media platform Accounts (this includes Monday Motivational post, Wednesday Highlighting Your Business, Friday, Celebrating the Weekend or funny types of posts, Canadian Commemorative Days)
  • Each Post will include branded logo (if you have a specific Logo please email admin)
  • Managing and updating information on your Google Business page in accordance with your business. (if you do not have a google business page, we will create one for you)
  • Managing all your social media platforms daily. Keeping track of how your different content pieces are preforming engagement-wise. Attaching links for easy access and directing leads straight to your email account.

*Note the Business Highlight posts will have generic Information included in Customized Visual Post. Unless you wish to highlight an award or insider mortgage tid bits.

Looking for a bit more? Try an interactive Weekly Contest

Extra $25.00 per month to your Social Program

  • Increase your engagement on your Social Media Platforms! Make a Wowed impression on your audience by adding a desirable prize. Contests can pull double the amount of interaction by utilizing the engagement of “Liking” or “Commenting” on your post. Adding an Interactive Contest Post to your Social Media Program is a great way to gather High-quality Leads. Contests will highlight your business and get people talking!
  • A Giveaway will be drawn weekly for a $25 E-Gift Card of your choice of vender, example Tim Horton’s Card or Starbucks Card.
  • Posting of the contest will be each Monday with a draw on the Friday. Giving your audience time to react.

Rates

Western Broker Services’ rates vary depending on the nature of the work and/or scope of the project. Hourly (by the quarter hour) custom jobs, piece work, you design your needs.

Package pricing available… feel free to give us a call.

Supplies

Western Broker Services will purchase supplies needed to support your business and charge you the price from the supplier.

We Work For You When You Need Us. Keeping Your Costs To A Minimum Always!

 

No need to hire a Full-Time person when you work with Western Broker Services.  You don’t pay for coffee breaks, lunch breaks, sick days or holidays.  No more paying for benefits or training. At Western Broker Services we have over 20 years of service in the Mortgage Broker Industry. Our goal is to help you succeed in your business, looking after the Administration tasks you don’t have time for, or that you just don’t want to do. All our clients are billed in 15-minute increments and only charged for ‘time-on-task’.

 

Complimentary Consultation

All new clients will receive a complimentary consultation prior to the commencement of work. Consultations can be held over the phone/webinar, via email or face-to-face if local.

Clients are billed in 15-minute increments and are charged only for “time-on-task”, meaning you do not pay for lunch and coffee breaks, non-productive time, vacation and sick time.

Project Contracts

Project pricing is recommended for one-time projects. The scope of the project will be discussed and a project quote will be provided by Western Broker Services for approval by the client before commencing work.

Are these services you want for your business?…

Call Today – +1(800) 594-8856

Donating 2% of all earnings to
BC Children’s Hospital Foundation

Reach Us

Vancouver,
British Columbia, Canada

+1 (800) 594-8856

Liz@WesternBrokerServices.ca

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