Supercharge your Broker Business
How to take your mortgage business to the next level


LIVE VIRTUAL EVENT | AUGUST 20, 2020 12:00 p.m. - 5:30 p.m.  EST 

FREE FOR MORTGAGE BROKERS

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AGENDA

Hear from some of the Canada's leading mortgage professionals at this important LIVE virtual event. Designed to help you grow your business exponentially, this event is also an incredibly effective way to let you network with your peers and other industry leaders.  


Hosts:

Kyra Wong Kyra Wong, District Vice President – National Mortgage Broker Sales, Manulife
  Corey Bahadur, National Account Manager, Canadian Mortgage Professional

 

 

 


12:00 p.m. Registration


1:00 p.m. Opening Remarks from CMHC

Domenic Caminiti Domenic Caminiti, National Key Account Manager, Financial Institutions, CMHC
Andrea Sabatini Andrea Sabatini, Account Manager, Client Relations Manager, CMHC

 

 

 

 


1:15 p.m. - 2:00 p.m.  Top Broker Keynote Interviews
Hear from the country’s top brokers as they discuss the ways they have set themselves apart from thousands of other mortgage professionals during uncertain times and learn how to adapt their tips and strategies to suit your business model.

• CASE STUDIES: what are top brokers’ strategies for success
How are they effectively overcoming market changes
Strategies for winning new business, retaining existing clients and building your reputation in the industry
How do you maintain service excellence and industry knowledge in an ever-changing market?

Speakers:

Joanna Lang speaks at Broker Connect Joanna Lang, Managing Partner, Outline Financial
Mackenzie Gartside speaks at Broker Connect Mackenzie Gartside, Mortgage Consultant, Mackenzie Gartside and Associates
Varan Karunanantham speaks at Broker Connect Varan Karunanantham, Co-founder & Mortgage Agent, iConnect Mortgages
Elan Weintraub speaks at Broker Connect Elan Weintraub, Director & Mortgage Broker, Mortgage Outlet Inc.
Dustan Woodhouse Dustan Woodhouse, President, Mortgage Architects (Moderator)

 


 

2:05 p.m. - 2:50 p.m.

Why women and diversity are needed in leadership and business

The mortgage industry has come a long way when it comes to its approach to diversity and inclusion. Nonetheless, ensuring that there’s diversity in the workplace is an ongoing journey. In this panel discussion understand why companies can no longer afford to overlook diversity and how it is important for business.

• Initiatives to increase participation of underrepresented groups in leadership
• Diversity of thought – practical tips to attract diverse candidates and build diverse
  teams
• Why diversity will positively impact your business
• How can mentorship play a part in creating a diverse workforce

Speakers:

Frances Hinojosa speaks at Broker Connect Frances Hinojosa, President, Tribe Financial Canada (Moderator)
Laura Martin-1

Laura Martin, COO, Matrix Mortgage Global and Director & Secretary of CMBA Ontario

Stephen Thomas speaks at Broker Connect Stephen Thomas, Founder & CEO, Halo Advisory
Samantha Gale speaks at Broker Connect Samantha Gale, CEO, CMBA BC

 

2:05 p.m. - 2:50 p.m.

How to leverage technology to help with your business strategy?

• How to identify pain points in the business that can be streamlined with technology,
  to improve efficiency and productivity
• Minimise processes - maximise free time
• Learn how to ensure the privacy and security of sensitive information
• CASE STUDY: Hear how one company has embraced technology, streamlined their
  business model and increased profits

Brought to you by
NewtonLogo

 

 

Speakers:

Dong Lee speaks at Broker Connect Dong Lee, COO, DLC Group of Companies
Geoff Willis speaks at Broker Connect Geoff Willis, President & CEO, Newton Connectivity Systems

 

2:55 p.m. - 3:25 p.m.

Expanding your portfolio with reverse mortgages

• Identifying opportunities where reverse mortgage is the preferred solution for your
  clients
• Benefits of reverse mortgage vs other solutions such as:
   - the no negative equity guarantee
   - no regular mortgage payments until they move or sell making it a
     lifetime mortgage deferral solution
• Case Studies: hear from fellow brokers of where they have found success

Brought to you by
Home Equity_Broker Connect

Speaker:

Agostino Tuzi speaks at Broker Connect Agostino Tuzi, National Director, Mortgage Broker Channel, HomeEquity Bank

 

2:55 p.m. - 3:25 p.m.

How to market your business in this digital age

Grow your business through digital marketing skills

• Getting ahead on Google - best SEO practices
• EAT – what is your Authority Ranking? And why does it matter?
• Facebook v Instagram – how do you maximize the use of each platform?

Speakers:

Jacob Reeleder Jacob Reeleder, Global SEO and Engagement, Key Media
Toby Danylchuk Toby Danylchuk, Co-Founder & Principal, 39 Celsius Web Marketing Consulting

 

3:30 p.m. - 4:00 p.m.

How to speed up the loan process

This important roundtable will bring together panel to discuss the loan process and ways technology can play a part in making the process smoother.

• What obstacles do brokers face during the loan process?
• From a lenders perspective what are common mistakes in loan apps?
• How does technology help with making this process easier?

Brought to you by

blanclabs_Broker Connect




Speakers:

Toby Danylchuk speaks at Broker Connect

Dariush Zomorrodi, Chief Innovation Officer, Blanc Labs

Anne Brill speaks at Broker Connect

Anne Brill, Principle Broker & Owner, Centum Metrocapp Wealth Solutions Inc.

 

 

3:30 p.m. - 4:00 p.m.

Commercial sector after COVID-19

• What will be the Impact of Small Business closures on the commercial sector?
• How has COVID-19 impacted the commercial lending process?
• What are the new opportunities in the commercial market post-COVID?

 

Speakers:

Michel Durand speaks at Broker Connect Michel Durand, President & CEO, Mortgage Alliance Commercial
Davide Di Iulio Davide Di Iulio, in association with Schneider Ruggiero Spencer Milburn LLP
Ameera Ameerullah Ameera Ameerullah, CEO and Founder, Canada Mortgage and Financial Group

 

 

 

 

4:05 p.m. - 4:50 p.m. Closing Keynote

Lenders Roundtable with CMP

Don’t miss this unique opportunity to get your questions answered from different lenders.
Find lenders that can offer solutions to difficult to place loans

Speaker:

Scott Congdon


Scott Congdon
, Director, Residential Underwriting, Underwriting Classic – Eastern Canada, HomeTrust
Adriano Morriello, Business Development Manager, Hosper Mortgage
Grant Armstrong
, Director, National Sales, Community Trust

 



Come and meet the industry, ask questions, find new suppliers – live booths with representatives from:

 

Sponsors

blanclabs_Broker Connect Home Equity_Broker Connect Home Trust NewtonLogo VWR_Broker Connect

 

 

Media Partner

CMHC_Broker Connect

 

 

 

*Please note that all times listed are Eastern Time

 

BROUGHT TO YOU BY

CMP-MBN_LOGO

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