Case Studies

Lessons Learned from California MBA

Lessons Learned from California MBA

“We liked the appearance of the MemberSuite portal and its functionality. We wanted something web-based that our members could access from anywhere to interact with our association online."

- Susan Milazzo, CEO

Implementing MemberSuite’s user-friendly association management software (AMS) allowed the California Mortgage Bankers Association to save money by bringing reporting in-house, automating manual processes and creating operational efficiencies for their five staff members.

MemberSuite was also able to customize its CRM to accommodate California MBA’s company-based membership structure, as well as provide them with a portal that allowed their members to access their information and interact with the organization online.