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
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
4075 Vilas Road
Cottage Grove, WI 53527

Phone: 608-255-4180