Western Broker Services

Sara and the team at WBS are stand-above other service providers in their ability to not only implement technology-driven solutions, but do so in a way that makes sense to the Canadian mortgage industry.Can't recommend them enough!

I have worked with Liz and her Team at Western Broker Services for over 2 years now and I can honestly say, I don't know what I would do without them! They run my anniversary letters/emails, birthday messages and totally take control of my Filogix database so that I know exactly what is happening with closed files and keep my database running smoothy. More recently they have prepped my Compliance files for signing which was priceless, particularly as I was on vacation at the time and took all the stress away from me. You and your team rock Liz :)

In 2014 I had the opportunity to work with another broker on their book of business which was MUCH larger than mine at the time. I realized that there were so many opportunities being missed by simply staying in contact with clients and providing a high level of contact. I promised myself that I would start keeping my promise to stay in touch with my clients. I contacted Liz and we designed a full marketing plan together. Fast forward to 2020, our book of business has grown to a bigger size than the one I was working on and Liz continues to deliver the highest level of service. Through Liz, our clients receive a minimum of 12 to 20 touch points each year. (Birthday cards, mail out letters, anniversary letters, and emails) In addition to these touch points, our database is completely clean and updated regularly. Liz usually responds to any of our needs within hours, if not minutes. The cost for this service from Liz's team is always under $500.00 per month (excluding postage of course) often cheaper. If you have been thinking of making your clients, past, present, or not even completed a priority and want to stay in touch with them, contact Liz. I guarantee your business will increase. Your ROI from working with Western Broker services will easily be 5 to 10 times what you spend.

Liz is absolutely amazing to deal with! I always struggled with keeping in touch with my database after closing like sending my clients anniversary reminders, letter and Christmas cards. One of my colleagues raved about Liz’s services and I decided to give it a try. Liz is extremely personable, efficient and detail oriented! She now does all the marketing for me. I actually receive compliments from my past clients about how tight my mail campaign is and how much they enjoy letters and hand written Christmas cards from my office. If I was doing it all on my own, it would never be done because I get caught is up in every day business details and marketing becomes secondary. Liz also does a closing gift for me and also thank you cards. She takes care of everything!! I don’t know how she does it but every broker I know who works with Liz say that she is very important for their mortgage business and they don’t know what they’d do without her. I absolutely agree! I am now looking into having Liz do compliance doc packaging for me as well so that I can focus on growing my business.

My client interaction at pre approval, approval period and post approval has developed into 15 touches pre funding and 6 per year post funding. Liz has seamless handled all my requests and has step up to the plate when requesting to embrace changes to our ever changing workflows.

Liz and her team are absolutely amazing. They are so quick to respond to my questions, make changes to my data base as required. They just know how to do it RIGHT! Liz makes the process of staying in touch with your data base so easy, and efficient. Great value for the money spent.

Working with Liz and her team has been a great experience. The team has helped me streamline my processes and operate at the highest level.

Liz is truly Amazing! I've been working with her for a year now and she's helped my business grow leaps and bounds. Her expertise has allowed me to be able to focus on business development and building strong relationships with clients. Liz is a true professional and always gets the job done. Plus... she's just a genuinely nice person to work with. I couldn't recommend her more!

I started working with Liz & Western Broker Services in 2020 and can't express enough what a great value-add service this has been to my business. Keeping my database up to date and using our internal marketing plans has been something that continually moved down my To Do List" for another day. After connecting with Liz