Case Study - Kahla Gerard
Operating from her home close to tropical Newport Beach, Independent broker since 1999, Kahla started using Vision’s Super Back Office in 2006.
“SBO has been great for my business and for me. Running a profitable business is paramount, but equally important is lifestyle. Super Back Office has given me back a healthy work - life balance.” says Kahla.
Kahla uses the Total Office package, which includes loan processing, answering service, software and aggregation. Coming from a financial planning background Kahla gets a great deal of job satisfaction seeing her client's set up with efficient and manageable loans. “The greatest satisfaction for me in this job is seeing my clients happy” she admits.
With over 150 current clients in her portfolio, that makes a lot of happiness and with a well recognized brand name of her own in the area she gets most of her new business from referrals. “Not having to spend excessive amounts of time talking to lawyers and lenders I can devote more time to my clients, I better understand the needs and spend more time finding solutions that best meet their situations.”
As a people person she really appreciates being part of the team. “It's wonderful to be able to bounce ideas around with the guys at SBO, they are very knowledgeable but also have a great sense of humor which makes the process more fun”
And when asked why she would recommend Vision’s Super Back Office to anyone else, she volunteered “in an industry that is still growing its importance to associate yourself with creative and well meaning people who really do know what they're talking about.”
