Concurrent Sessions

Reuven Gorsht
Deeded

Workshop: 10:30 am - 12:15 pm
The AI Advantage: Transforming Your Business with Artificial Intelligence
Join us for "The AI Advantage" a hands-on workshop designed to revolutionize your mortgage business using the power of artificial intelligence. In this engaging session, you'll explore the fundamentals of AI, discover real-world applications and case studies, and learn how AI can enhance client interactions, generate leads, and create unprecedented efficiencies. We'll dive into automating repetitive tasks, allowing you to focus on growing your business. You’ll gain insights into lead generation using AI and understand how AI can generate compelling content that engages your clients and partners. By the end of the workshop, you'll have a roadmap for integrating AI into your business, setting you on the path to becoming an AI-powered broker. Join us to transform your operations, delight your clients, and stay ahead in the competitive mortgage industry!

Jacqueline Weir
DLC Canuck Mortgage Group

The Power of Brand
The session will cover the key components of a personal brand, including developing a clear mission statement, identifying one's unique strengths and skills, and leveraging social media platforms to showcase one's expertise. By the end of the session, the audience will have a better understanding of how to craft a strong personal brand that sets them apart from others in the mortgage industry and helps them achieve their professional goals. Whether they are just starting out in their career or looking to take their brand to the next level, this session is a must-attend for anyone who wants to make a lasting impression.

Mike Forshee and Jake Bannister
Glasslake Funding

Closing the gap: Understanding the financial makeup of your lender line-up
At Glasslake, we’re committed to elevating the industry through education, fostering deeper understanding, and building stronger connections with industry partners! So, if you’re ready to help shape the future of this industry, join us for an impactful session with Glasslake Funding's President and Managing Director, Mike Forshee, and Regional Sales Manager, Jake Bannister.

Dive deep into the world of alternative lending and uncover the nuances that can elevate your role in this industry. Learn how to navigate funding mechanics, distinguish between mortgage originators and balance sheet lenders, and understand the economic and liquidity factors that shape the market, including how a lender's funding capacity affects rates, terms, renewal options, product offerings, and fees. After this session, you will be able to better equip yourself to reassess your lender line-up, deliver exceptional client solutions, and drive sustainable growth for your clients and your business.

Lee-Ann McEllister
MCAP

The Science of Human Connection
In the dynamic realm of mortgage brokering, achieving professional success extends beyond financial acuity to the mastery of interpersonal skills. The talk, "The Science of Human Connection: Mastering Networking, First Impressions, and Deep Conversations for Mortgage Brokers," unveils the strategic elements crucial for establishing meaningful connections within the industry. Delving into the science behind effective networking, the presentation offers practical insights on identifying key opportunities, crafting lasting first impressions, and navigating conversations to build deep, trust-based relationships. Mortgage brokers will gain valuable tools and strategies to enhance their networking prowess, create compelling introductions, and engage in conversations that transcend the transactional, ultimately propelling their careers to new heights in an increasingly competitive landscape.

Hugo Neveu
Consortium Hypothécaire

Why all mortgage brokers should have cybersecurity insurance
Discover why cybersecurity insurance is essential for protecting your mortgage brokerage business. This session, presented in an interview format, will explore common cyber threats such as phishing, ransomware, data breaches, and the protection of confidential information. We will discuss how cybersecurity insurance works, the typical costs associated with data breaches, and the specific benefits for brokers. Concrete examples of claims and practical tips on preventing cyberattacks will also be shared. Don't miss this opportunity to enhance the security and resilience of your business.

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Jill Moellering and Tara Borle
Mortgage Architects

Journey to a Billion
Tara and Jill have created a unique team set up which has exploded in popularity over the last few years, with over 240 agents across Canada and a focus on training and transparency. Tara and Jill will delve into the unexpected lessons learned along the way on their journey to a billion in funded volume annually. They will pull back the curtain on what it looks like running a top team and discuss challenges, opportunities, mentorship, training, recruiting, finding and keeping the right people as well as the realistic numbers behind expenses and profitability.

Cherolle Prince
Equifax Canada

Current and emerging fraud trends, best practices for detecting and preventing fraud
This session will lead you through what lenders and brokers should be considering, and the value of collaboration in fighting fraud and financial crimes.

Ashleigh Holtman
Mortgage Architects

Mortgage and Memes: A social media Spectacle
"Mortgage and Memes: A Social Media Spectacle" emphasizes the importance of blending professionalism with digital charisma in the mortgage industry. This presentation guides industry professionals on leveraging social media platforms like Facebook, Instagram, and TikTok. It starts by analyzing platform-specific statistics to identify target audiences and understand the distinct nature of each platform, using polls and humour to keep the audience engaged. Key categories essential for business growth are broken down, including audience targeting, business pages, consistency, brand identity, engagement, hashtags, and content creation. The significance of analytics is highlighted, demonstrating how to read and interpret social media data to enhance engagement, with real-life examples used for illustration. Additionally, the presentation encourages stepping out of comfort zones for personal and professional growth, exemplified by the plan to present in a banana costume. This playful approach aims to show that embracing discomfort can lead to significant business and personal development.

Asheley Taker
The Mortgage Group (TMG)

Organizing a 'Hot Mess': When to Grow the Support Team
Ever felt like your to-do list is a never-ending monster? You're not alone. This presentation dives into the signs that your once-manageable workload has spiraled into a full-blown "hot mess." Learn to recognize when it's time to expand your support team. We'll cover common pitfalls of overworking, the benefits of delegation, and effective strategies for building a high-performing team. Discover how to transition from overwhelmed to organized and reclaim your work-life balance.

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Sherry Corbitt
Mortgage Architects

Workshop: 10:45 am - 12:30 pm
Scale for 2025: Planning for Success

2025 is 2 months away…are you ready to seize the volume that is abundant and ready for you? It’s time to get things organized before the end of 2024 so you are ready to scale up in 2025. We will cover having a client journey, our favourite products that give you an edge in the market and using social media as business media. We will finish the session with a plan to grow the foundation of your business moving forward.

Pierre Martin
Home Trust

The price is right: How does a lender price a deal?
As economic conditions fluctuate and consumer attitudes change, strong industry knowledge continues to be the foundation of a successful career as a mortgage professional. This includes having a good understanding of the nuances of how lenders price and fund loans in order to give borrowers an idea of what factors can impact their files.

In this light, Home Trust Vice President for Mortgage Lending Pierre Martin will present “The price is right: How does a lender price a deal?” Attendees will get to know the different funding sources and mechanisms that lenders employ to optimize liquidity and shore up their capital position, which ultimately allows them to fund residential mortgage loans. Topics for discussion will include:

• The differences between balance sheet and non-balance sheet lenders
• The funding options that are utilized by lenders and how they impact the origination and underwriting process
• How lenders optimize their liquidity and treatment of capital
• A review of mortgage-backed securities and other funding instruments
• The role of aggregators, warehouse facilities and GICs in funding mortgages
• The importance of hedging commitment  The cost of funds and how lenders manage the associated risks
• Pricing a deal
• The impact of changing closing dates and cancelling files

The session will also discuss real-life stories and scenarios encountered at Home Trust and how an understanding of the deal led to an effective solution for clients.

Steven Boodoo
EDM Mortgage Group - Mortgage Architects 

Unlocking Potential: The Imperative of Diversity and Inclusion in the Mortgage Industry
In the ever-evolving landscape of the mortgage industry, embracing diversity and fostering inclusion is not just a moral imperative but a strategic necessity. As our society becomes increasingly diverse, it is crucial for the mortgage industry to reflect and cater to the varied needs, experiences, and perspectives of its clientele. This pitch explores why prioritizing diversity and inclusion is not just the right thing to do, but also a key driver for success in the mortgage sector.

Christina Lacopo and Kevin Dear
Newton Connectivity Systems (Velocity)

Captivating Client Attention: Strategies for Mortgage Brokers in an Attention-Deficit World
Did you know that 75% of mortgages are up for renewal in the next two years? This presentation will walk you through how to dig into your database and get ahead of those renewals and more. We will empower brokers in navigating this landscape by delivering pertinent, personal, and timely content through various communication channels.

Brenna Charles
FCT

Renewals: Getting to clarity in uncertainty and having a winning mindset
This session will explore how to navigate renewals with confidence, offering strategies to find clarity amidst uncertainty and cultivate a winning mindset.

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Anthony Greco
Bond Brand Loyalty

Consumer Pulse: Exploring Canadian Consumer Housing Sentiments and Broker Performance
This session is an exploration of the Canadian housing market according to Mortgage Professionals Canada’s August 2024 consumer survey. We analyze the emotional landscape of Canada’s housing market, uncovering the feelings and aspirations of homeowners and prospective buyers. Simultaneously, we investigate how brokers are performing at meeting the needs of homebuyers, as well as shedding light on the evolving relationship between the two. Join us as we navigate this fascinating intersection of perceptions, emotion, trust, and the rapidly evolving Canadian housing landscape.

Eric Black
Teranet

Land Registry Data as a Fraud Mitigation Tool
Recently there have been reports of over 30 instances of fraudulent real estate and mortgage activity in Ontario in which homes are being sold without the knowledge or consent of owners. With multiple parties involved in the home closing process, it’s important for mortgage brokers to understand the information available to them to help ensure a valid transaction takes place. Fraud comes in many different forms and is a serious problem that Canadian homeowners, lenders and mortgage brokers face. Mortgage brokers play an important role in executing due diligence during the application process to ensure to the best of their efforts they aren’t allowing a fraudulent deal to get approved. Validating key data points such as ownership information, sales history, property value and registered mortgages is the best way to prevent fraud from happening.

Renée Huse
Spire Mortgage Team

Scaling Your Business as an Individual Agent: from $0 to $100 Million in 5 Years
Join Renée as she shares how she grew her business to fund $100 million in five years. You’ll learn about the critical metrics she’s tracked and evaluated to guide her growth. Dive into Renée's client journey and reveal how hiring staff has allowed her to increase efficiency and focus on what she does best. You’ll explore the successes, struggles, and costs associated with hiring staff, giving you a realistic view of what it takes to scale your business to the next level. This session is specifically designed for experienced mortgage brokers who are focused on building their personal business (not a brokerage) and looking to increase efficiency, units funded, and commissions earned.

Dino Di Pancrazio
M3

Leading to Succeed
Building a successful team in 2024 has never been more challenging. Join Dino as he shares his best practices on how to build and retain multi-generational teams in today’s mortgage industry. Gain valuable insights and tips on what you can do to help bring your team to the next level through active leadership and leading by example.

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