Wisconsin Mortgage Bankers Association

Wisconsin Mortgage Bankers Association

  
WMBA Milwaukee Chapter presents:

 
Organizing and Planning 101
 
presented by:  Roger Ilsely, Sr Sales Trainer, Essent Guaranty
 


Who’s the customer?

Intended Audience: Loan Officers seeking to improve their current system of prospecting. This session covers multiple ways to enhance your prospecting skill level.

Description: Learn how to build a prospecting system. This practical, hands on session covers specific ways to expand your current prospecting “comfort zone”. Participants will learn creative tips on prospecting to potentially increase their pipeline production.
  

Getting Your Name Out

Intended Audience: Loan Officers looking to improve their networking skills.
 
Description: Fun, interactive session targeted for Loan Officers seeking networking skill enhancement.

  

Organizing and Planning a More Effective Day and Week

 How to be more strategic throughout your day
  • Create mental separation between work and home (closing each day)
  • Get off to a fast start daily using the "veggie" principle
  • Have a powerful morning (getting more done by noon)
  • How to prepare a Daily List
  • Develop a more effective weekly plan
  • Q&A

Roger has 12 years experience spanning the mortgage insurance, banking, and financial services industries.  Prior to joining Essent, he worked as a Senior Training Instructor for a national financial services company delivering relationship sales and coaching workshops.  Roger's mortgage insurance background includes 8 years delivering business skills workshops to mortgage lenders in the US.
Location:    Midway Hotel & Suites
                      1005 S Moorland Rd
                      Brookfield, WI 53005
                      (262) 786-9540

Date:             Wednesday, February 10, 2016
 

Time:             1:00 pm – 4:15 pm
 
 
Agenda:
 
Time Function
1:00 PM Registration
1:30 PM Who's the Customer?
2:15 PM Getting Your Name Out
3:15 PM Organizing & Planning a more Effective Day & Week
4:15 PM Cash Bar for Networking
 

 

 
           

Contact Us

Wisconsin Mortgage 
Bankers Association
PO Box 1606
Madison, WI 53701

Phone: 608-255-4180
Fax: 608-204-9818
info@wimba.org

 

 

The WMBA and the MBA have teamed up to bring you access to the education components you need to stay current in the Mortgage Banking Business.
For every product purchased through the WIMBA-MBA store WMBA receives a percentage back.