Case Study: California Mortgage Bankers Association achieves $10,000/year cost savings and improved member self-service with MemberSuite

Making the switch to a self-serve member portal increases staff efficiency and improves member engagement

The California Mortgage Bankers Association faced a cumbersome, non‑intuitive off‑the‑shelf AMS that required outside consultants for reporting and lacked online member registration or a self‑service portal. Seeking an easy‑to‑use, web‑based solution, the association selected MemberSuite and its association management software (AMS) including a customizable CRM and member self‑service portal.

MemberSuite implemented a tailored AMS and portal that accommodated California MBA’s company‑based membership structure, trained staff, and moved reporting and billing in‑house. As a result, the five‑person staff gained efficiency, members can register and manage accounts online, billing and reporting are streamlined, and the association saves about $10,000 per year by eliminating consultant fees.

California Mortgage Bankers Association

Susan Milazzo

Chief Executive Officer