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 Lite – 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: $39.00 (plus tax) – billed out in 15-minute increments
COMPLIANCE / SIGNING PACKAGE
$30.00 Package – Includes
Full document package in PDF to one document – highlighted signing areas
- MPP – or another insurance carrier
- Consent/and or Client Agreement
- Form 10 (BC Only)
- Insureline – If applicable
For each of the items below, please add on $5.00 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)
SOCIAL MEDIA PACKAGE
- Up to 3 posts a week on all your social media platforms (this includes a Monday motivational post, Wednesday highlighting your business, Friday would be weekend or funny types of posts)
- Customized pre-set timing
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.
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 18 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’.
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 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
British Columbia, Canada