Mining Your Database for Gold

Course #: 1354
CE Credit Hours: 1
Date: April 23, 2026
Time: 11:30AM -1:00PM
Location:
12600 SW 72nd Ave.

Tigard, OR 97223

Course Description:

PRESENTER: Dawn Carter, Sr. Mortgage Specialist with Directors Morgage

Turn your database into a steady source of repeat business while staying compliant with Oregon advertising rules. Learn how to organize and maintain a valuable client database with the following discussion points:

• Identify the key client and transaction details you should be tracking
• Discover how to group contacts for smarter, more effective follow-up
• Build a simple year-round marketing plan to stay top of mind
• Create meaningful messages that provide value to your clients
• Understand best practices for email outreach and database marketing
• Review Oregon advertising rules to help keep your marketing compliant

Lunch will be provided at 11:30, and class begins at noon.

QUESTIONS? Contact Mel Lautenbach, Sales Executive: 503.534.4926 or MLautenbach@ortc.com

Register for this Course