Select a location from above to display BDMs
Contact a BDM
Manager, B2B Solutions
Jason Provencher
Phone: 403.472.7340
Toll Free: 1.888.472.7340
Fax: 403.718.3042
jprovencher@bridgewaterbank.ca
Saskatchewan
Laura Cook
Phone: 587.341.4160
Toll Free: 1.844.430.4846
lcook@bridgewaterbank.ca
Manitoba
Steve Leishman
Phone: 403.861.1786
Toll Free: 1.844.861.1786
sleishman@bridgewaterbank.ca
British Columbia
Yvonne Futter
Phone: 604.506.7114
Toll Free: 1.866.867.1777
Fax: 403.718.3042
yfutter@bridgewaterbank.ca
Edmonton, central & northern Alberta
Laura Cook
Phone: 587.341.4160
Toll Free: 1.844.430.4846
lcook@bridgewaterbank.ca
Calgary & southern Alberta
Steve Leishman
Phone: 403.861.1786
Toll Free: 1.844.861.1786
sleishman@bridgewaterbank.ca
Ontario GTA, southwest
John Oliverio
Phone: 905.866.7162
Toll Free: 1.844.734.4762
joliverio@bridgewaterbank.ca
Ontario north, central & Niagara region
Matt Royston
Phone: 705.730.9387
Toll Free: 1.855.730.9387
mroyston@bridgewaterbank.ca
Ontario east
Shannon McCain
Phone: 705.768.0950
Toll Free: 1.888.476.6188
SMcCain@BridgewaterBank.ca
Select a location from above to display BDMs
Contact a BDM
Manager, B2B Solutions
Jason Provencher
Phone: 403.472.7340
Toll Free: 1.888.472.7340
Fax: 403.718.3042
jprovencher@bridgewaterbank.ca
Saskatchewan
Laura Cook
Phone: 587.341.4160
Toll Free: 1.844.430.4846
lcook@bridgewaterbank.ca
Manitoba
Steve Leishman
Phone: 403.861.1786
Toll Free: 1.844.861.1786
sleishman@bridgewaterbank.ca
British Columbia
Yvonne Futter
Phone: 604.506.7114
Toll Free: 1.866.867.1777
Fax: 403.718.3042
yfutter@bridgewaterbank.ca
Edmonton, central & northern Alberta
Laura Cook
Phone: 587.341.4160
Toll Free: 1.844.430.4846
lcook@bridgewaterbank.ca
Calgary & southern Alberta
Steve Leishman
Phone: 403.861.1786
Toll Free: 1.844.861.1786
sleishman@bridgewaterbank.ca
Ontario GTA, southwest
John Oliverio
Phone: 905.866.7162
Toll Free: 1.844.734.4762
joliverio@bridgewaterbank.ca
Ontario north, central & Niagara region
Matt Royston
Phone: 705.730.9387
Toll Free: 1.855.730.9387
mroyston@bridgewaterbank.ca
Ontario east
Shannon McCain
Phone: 705.768.0950
Toll Free: 1.888.476.6188
SMcCain@BridgewaterBank.ca

Use this client’s feedback to secure a referral

While brokers and real estate agents work day after day in familiar worlds, clients only complete mortgage transactions, on average, every seven years. Almost every part of purchasing a home or completing a refinance will feel brand new to them. To help your clients feel at ease, prepare them with a few tips from someone who just went through the buying and selling process.

Hindsight is 20/20 after all.

“There were a lot of surprises along the way,” shares Colleen Clark, Bridgewater Bank’s Marketing Manager, who recently purchased a new home. “Communication around the timeline to supply income and financial documents was great. But we had no idea when we would need to visit the bank, how we would receive proceeds for the sale of our current home and when our first payment would be withdrawn.”

“Our broker was experienced, but they didn’t take time to guide us through the process or set expectations with us. When we asked early in the process about when things happened, we just got vague answers. However, in the two days leading up to closing, we had to rush to squeeze in appointments in the midst of trying to move and coordinate house and carpet cleaners and furniture deliveries and child care. Had our broker taken a few minutes to outline timelines for these key steps right at the beginning, we would have anticipated appointments instead of being surprised and stressed.”

While things often pop up unexpectedly, do all you can to outline the normal steps and their approximate timing right at the beginning of the process. This will give your clients peace of mind and demonstrate that you respect their time and have their best interests at heart. “We don’t want our friends and family to experience what we did, so we won’t be recommending the broker we used,” reflects Colleen (just two short days away from closing).

Citing the old sayings that fortune favours the prepared and communication is king, keep these tips in mind as you work through deals with your clients… and secure yourself a client referral!

© BRIDGEWATER BANK 2019