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Concurrent Sessions

Concurrent sessions offer choice and business solutions to help you reach your potential and further your career. Featuring cutting-edge strategies, this diverse program of industry-focused sessions from some of the top minds in the business will provide depth and insight on current topics designed to drive your business!


Sunday 10:30 AM - 11:15 AM

Tracy Valko
DLC Valko Financial


Resiliency & Unlearning
“In my pursuit to stay ahead of the curve in the mortgage financing landscape, I’ve identified ‘Resiliency & Unlearning (Change)’ as a topic of growing importance. Recognizing its timely relevance, I will be presenting on these themes. I firmly believe in the intertwined nature of life and business – each one impacts the other, bringing its own unique set of challenges and triumphs. As mortgage professionals, we navigate this dynamic daily. In my presentation, I will focus on the key pillars that can empower the leader within each of us, offering effective strategies to navigate these changes with resilience and adaptability.”

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Sarah Schneider
Mortgage Architects


How to Get a Swipe Right on Your Business
Predictive technology and algorithms affect an ever-increasing amount of consumer decision-making in this digitized and review-driven era.

Join me for a self-analysis of how your business is performing in this space with tangible takeaways for how to improve your exposure and grow your bottom line with the use of CRM systems, Google for Business, review driving strategies and meaningful engagement.

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Derek Serra


Get to Know Your Private Lenders
Learn what to expect in a private mortgage like rate and fee combinations, the differences between interest only and amortized mortgages, pre-payment penalties, and what happens at renewal. We will run through quick real-life scenarios to help best understand the full end to end client experience of working with a private. We will also cover 1st mortgage solutions and when/how to position a 2nd mortgage including key questions regarding fees, matched maturities, and amortizations specific to 2nd mortgages. We will also address what to look for and how to lend to clients purchasing in rural locations with acreage.

The goal is to educate brokers with a focus on the experience they can provide their customers.

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Ivan Ruiz

Public Speaking Workshop Session
An interactive session focusing on enhancing communication skills. As mortgage brokers, we need to make complex and financial information not only easy to understand but interesting. By the end of this workshop participants will be able to:

  • Apply a simple strategy to quickly break the ice.
  • Create effective openings, transitions and closing statements.
  • Communicate complex ideas simply.
  • Communicate confidence when speaking to groups.

Time: 10:30 AM - 12:15 PM

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Sunday 11:30 AM - 12:15 PM

Brian Hogben
Mission35 Mortgages


Become a Brain Surgeon on your Ideal Market Segment NOT the Market
In the past year too many mortgage agents tried to become economists instead of brain surgeons on what clientele they serve.

By creating a very specific Brand and Niche for your self and doubling down your expertise and marketing on this, you will have the opportunity to serve more of the clients you love to deal with, have better and stronger lender relationships, and be able to justifiably charge more money with both competence and confidence.

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Jill Moellering
Mortgage Architects


Transfers/Refinances: Strategies and Opportunities for Clients at Renewal
Renewals have become a larger part of the brokering business over the past year and will continue to be a big piece of business in the upcoming years. Clients are looking for options to combat huge payment increases at renewal coming out of lower rate terms and are exploring their options more than ever before. Join Jill as she delves into the opportunities sitting in your own database for upcoming renewal clients with a comparison of what can be done in a transfer vs a refinance.

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Monday 10:15 AM - 11:00 AM

Joel Bates and Robert Maughan


Reimagining Success: The Fusion of Data and Technology
The pace of technology advancement and ever-expanding amounts of property data are redefining the benchmarks of success in the industry. Empowering professionals and consumers in their pursuit of a seamless and efficient real estate journey means embracing, and delivering on, the potential of data and technology.

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Eric Black


Fraud Prevention and Due Diligence Using Land Registry Data
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.

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Monday 11:15 AM - 12:00 PM

Brian Hutton


AI-Driven Technology in the Mortgage Brokerage Industry
Join us for an informative and thought-provoking presentation on the intersection of Marketing & Artificial Intelligence in the Mortgage Brokerage Industry in Canada. Learn about the latest developments in AI and how it is changing the marketing landscape and impacting the industry. Discover the potential benefits and challenges of using Artificial Intelligence and get knowledge on the tools that are reshaping how small business operates.

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Lee-Ann McEllister

Top 15 Canadian Broker Practices
In “Top 15 Canadian Broker Practices,” Lee-Ann shares valuable insights and strategies gleaned from interviews with over 30 successful brokers across Canada. The presentation covers key categories such as Focused Intention, emphasizing clear goals and motivation; Your Greatest Asset: YOU, exploring essential qualities for strong client relationships; Customer Relations, highlighting client-centric approaches; Being Kind to your Future Self through Proactive Measures, focusing on risk management and strategic planning; and Utilizing Technology, showcasing innovative tools to enhance efficiency. Through captivating anecdotes and real-life success stories, Lee-Ann equips both seasoned and aspiring brokers with actionable knowledge to excel in the competitive Canadian broker industry and attain long-term success.

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Erica Ma

Arghavan Rastegari
Ameera Ameerullah
Rakhi Madan

Facing Adversity Head On, Panel Session

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