We're the state board for the Mortgage Bankers Association that regulates and oversees local associations, so it's important to be organized.
Confluent Strategies is a huge part of our success as an association. They do all of our billing for dues and all of our accounting to ensure we are compliant with state and federal regulations. They file our taxes for the TN Mortgage Bankers Association as well as the Education Trust Fund. And they proactively remind us if there is something that our association needs to be aware of and act upon. They ensure that these important steps are completed.
Before Confluent Strategies managed our association, we were keeping our own books. For a volunteer board to manage, this responsibility was both time consuming and burdensome and created limitations. Confluent Strategies came on board in 2007 and not only perfected our processes, but also helped to have all affairs in order at any given time.
The leadership and staff always go above and beyond our expectations to help. If they don't know the answer, they find it for us. Confluent Strategies has been a very important part of TMBA and we look forward to a long future with them.
"When Confluent Strategies approached us and told us how they could help manage our association, we jumped at the opportunity, and we haven’t looked back."HOW CAN WE HELP MANAGE YOUR ASSOCIATION?