12:00 - 12:10 pm ET

Opening Remarks with Jill Moellering

12:10 - 12:40 pm ET

Equifax Credit Review with Eric Poblete

12:40 - 1:10 pm ET

Tips and Best Practices on Underwriting and How to Position your Application for Success with Frances Massie

1:10 - 1:40 pm ET

1:40 - 2:40 pm ET

Mentor Roundtables 

2:40 - 3:30 pm ET

Closing Keynote Session In Conversation with David Clark

3:30 - 3:35 pm ET

Closing Remarks

Opening Remarks

Jill Moellering is just another mortgage agent, she puts her work sweats on one leg at a time. She started in this industry in 2018 and quickly grew her business convincing hundreds of people to provide her with all of their personal identifying documentation.  In addition to running an award-winning business personally, she also mentors and coaches a team of agents and contributes regularly on industry Facebook forums; particularly the newbie mortgage professionals page of which she is a founding admin. She has presented at numerous MPC New Agent Symposiums, is on the AMBA Board of Directors, runs a successful underwriting training course (The Mortgage Nerd) and is a 2022 and 2023 Women of Influence.

Equifax Credit Review

Eric Poblete is a sales professional with over 30+ years' experience working with all vertical markets. In the last 12 years, Eric has worked with Equifax Canada with a focus on the mortgage, rental and housing industries. As the Equifax ambassador for the mortgage broker market, he has provided extensive support and education to all the varied stakeholders including brokers, lenders, underwriters, real estate agents, and insurers helping them to understand credit, compliance, financial trends and fraud directly and indirectly related to the mortgage market. 

Eric Poblete
Director - Solutions : Mortgage & Housing
Equifax

Tips and Best Practices on Underwriting and How to Position your Application for Success

Francis started her career in the mortgage industry over 13 years ago. She transitioned through various roles and departments from Mortgage Servicing to Commercial Lending, and then on to Residential Lending where she started as a Mortgage Officer and eventually an became an Underwriter. Francis demonstrates a knack for finding solutions and showing genuine passion for providing exceptional service. Francis progressed from there, and grew her ability to analyze complex deals and make informed decisions. Realizing that her skills were best suited for a sales role, she made the move to internal sales and then eventually became a BDM. Francis has been a BDM for over three years, and was nominated for BDM of the Year at the Canadian Mortgage Awards in 2021. Her experience and knowledge has given her a competitive edge in building meaningful key relationships with broker partners by always educating and advocating, while going above and beyond in delivering great service.

Francis Massie
Business Development Manager
Community Trust

Fraud Insights and Trends

Cherolle is a financial crime professional with over 20+ years of experience in the Canadian financial industry. She has extensive experience in retail, small business and commercial banking fraud and was responsible for the development and execution of fraud strategy (Canadian and U.S.) at two major Canadian financial institutions. At Equifax, Cherolle leads a team of analytic consultants that provide data and analytics expertise to help customers solve complex business problems related to fraud. 

Mentor Roundtables

Log in and start networking with industry veterans in our virtual portal. Socialize with colleagues, meet professionals from across the country, and have your biggest mortgage questions answered. Don't miss this unique opportunity to learn from and chat with these leaders! 

Closing Keynote Session: In Conversation with David Clarke

David Clarke
Mortgage Broker  
TMG The Mortgage Group 

• Rosa Bovino, AMP
  Invis Inc. 
• Pat Dell, AMP
  Verico Crown Mortgage Services
• Matthew Imhoff
  Meticulous Mortgages - Mortgage Architects
• Francis Massie
  Community Trust