Are you leaving money on the table because you lack a reliable client follow-up system? In today’s competitive market, a database is your greatest asset. Join us to transform your client relationships from scattered contacts into a predictable, revenue-generating machine.
Featured Speaker: Jeremy Drobeck, Treadstone Mortgage Jeremy Drobeck isn’t just a loan officer; he’s a productivity master who has built a top-tier business on the back of his advanced CRM strategy. Having guided thousands of homebuyers to success, Jeremy will pull back the curtain and show you the exact CRM architecture and campaign secrets he uses to close more sales with less effort.
(Note: This is a content-rich session relevant to ANY CRM platform you currently use—or plan to start using!)
This is more than a lunch; it’s a foundational training session that will equip you to:
Space is strictly limited for this exclusive Lunch & Learn. Register now to secure your spot!
LIVE EVENT
Date: Tuesday, November 11th, 2025
Time: 12:00 – 1:00
Location: Oshtemo Community Center – 6407 Parkview Ave, Kalamazoo, MI 49009 <——–
Limited Seating. RSVP required. Lunch will be provided.
Did your mortgage lender suddenly go radio silent, request the same bank statement for the fourth time, or drop a last-minute loan denial right before your scheduled closing date?
Yesterday, a panicked real estate agent called my office from Portage. Their buyer had been under contract for three weeks on a home near Milwood. The closing date sat just nine days away.
Out of nowhere, the buyer’s out-of-state call-center lender issued a denial letter. The call-center underwriter miscalculated self-employment write-offs, panicked over an unpermitted porch repair on the appraisal, and threw the entire transaction into the trash can.