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Mortgage_Symposium_Ottawa_EN

Ottawa Mortgage Symposium

Our Ottawa Mortgage Symposium can help mortgage professionals stay ahead of the game by discovering the latest mortgage information and insights designed to help tackle business challenges, reveal practical solutions and create new opportunities.

This is a must-attend event for mortgage professionals – you don’t want to miss it!

Don’t forget about our trade show, which provides dedicated time for companies to present their latest products and services as well as a chance for mortgage professionals to see what’s new in the marketplace. This event will be presented in English.

Continuing Education Units for AMPs, AMPCs, and PMPCs
This symposium earns designation holder 4 CEUs (1 Compulsory Unit, 3 Professional Development Units)



Interested in exhibiting at this event?  Click here

 

 

Networking Reception

 

All registered attendees are also invited to join us at a reception on February 12.  

 

Click here for details and to RSVP for the reception here!

Upcoming:
February 13, 2024


Infinity Convention Centre
2901 Gibford Drive
Gloucester, ON K1V 2L9

$125 Members
$175 Non-Members


 

NOTE: $30 extra for onsite registrations.

Sponsored by:

CMI_Logo_EN

community_trust_en

Equitable_Bank_Logo_EN

HomeEquity_Bank_Logo_EN

Lendfinity logo

Magenta_Logo_EN

Program


9:00 AM - 9:30 AM

Joe Jacobs and Lauren van den Berg, MPC
Opening Remarks & Association Update

Hear from Chair Joe Jacobs and President & CEO Lauren van den Berg as they provide an update on the association’s activities including recent government relations initiatives.


9:30 AM - 10:15 AM

Brenna Charles, FCT
Riding the Renewal and Refinance Wave

With over 3 million Canadians having a mortgage up for renewal in the next year, we’ll take a deep dive into those renewal cycles and best practices to ensure your client’s switches and refinances go smoothly. In this session, we’ll review best practices in approaching common challenges, new tools to facilitate better closing, and how to support your clients through to close.


10:15 AM - 10:30 AM

Refreshment Break


10:30 AM - 11:15 AM

Reuven Gorsht, Deeded
The AI-Powered Broker

In this dynamic presentation, we will explore the role of AI in the mortgage industry, with a focus on practical tips and demonstrations that mortgage professionals can immediately implement into their businesses. The increasing demand for speed, efficiency, and personalized experiences in the mortgage sector necessitates a closer look at AI-powered solutions, that goes beyond practical theory and debating if AI will replace the broker. Rather, the AI-powered broker is someone who is equipped with the best technologies and can scale their business exponentially by being more efficient and competitive.

Reuven is the Co-Founder and CEO of Deeded, the leading Canadian digital home closing platform. Deeded is re-imagining the real estate closing experience, removing the friction, frustration, and delays involved with closing on a home or mortgage. Prior to Deeded, Reuven co-founded MoveSnap, a real estate technology company, which was acquired in 2018. Reuven spent 15+ years working with top Fortune 500 companies, leading their innovation and customer experience strategies. He holds business and human resources degrees and is an alumnus of Harvard Business School.


11:15 AM - 12:00 PM

Jill Moellering, Mortgage Architects
Not Every File

Not every file will fund, should fund or deserves to fund with you.  Jill will delve into client psychology to help you navigate rate shoppers, declines and saying no.  Creating a do not do list and how to identify those files earlier on in your process, when to cut your losses and save your time for the files that do work.  As well as identifying a few sales techniques to help you close more leads.

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.



12:00 PM - 1:30 PM

Lunch and Tradeshow


1:30 PM - 2:00 PM

Antoinette Leung, FSRA
Regulatory Update

The Financial Services Regulatory Authority will provide an update on the latest in provincial regulation.


2:00 PM - 3:00 PM

Chris Graham, Tell People
Keynote: Your Story Changes Everything

If someone asked, “Why should I trust you?”, what would you say? Stories about yourself are an effective way to establish trust and build meaningful relationships with clients and colleagues. After all—people form meaningful relationships with other people, not their work product. But what can you say about yourself? How do you know which parts of your life are interesting? Is it OK to be funny? Should you be vulnerable? Chris Graham, head of speaker coaching at TEDxToronto, answers these questions using the same tools used by successful TEDx speakers.


Speakers

 

Brenna Charles
Brenna Charles
FCT

Reuven Gorsht
Deeded


Image20231201102422

Jill Moellering
Mortgage Architects



Atoinette Leung
Antoinette Leung
FSRA

Chris Graham

Chris Graham
TellPeople


Exhibitors

  • ADVANCED MORTGAGE INVESTMENT CORP
  • AEDIS APPRAISALS LTD.
  • ALTA WEST MORTGAGE CAPITAL CORPORATION
  • AXESS LAW
  • BLOOM FINANCE COMPANY
  • BMO BROKEREDGE
  • BRIDGEWATER BANK
  • CANADIAN MORTGAGES INC.
  • CMLS FINANCIAL LTD
  • COMMUNITY TRUST
  • CWB OPTIMUM MORTGAGE
  • EQUITABLE BANK
  • FARM LENDING CANADA
  • FIRST NATIONAL FINANCIAL LP
  • GINKGO MORTGAGE INVESTMENT CORPORATION
  • GLASSLAKE FUNDING ULC
  • GLENGARRY FARM FINANCE
  • HAVENTREE BANK
  • HILLMOUNT
  • HOMEEQUITY BANK
  • JAAG PROPERTIES INC.
  • LENDHUB
  • LENDFINITY FINANCIAL
  • M3 FINANCIAL GROUP
  • MAGENTA CAPITAL CORPORATION
  • MCAN HOME MORTGAGE CORPORATION
  • MCAP
  • MCAP
  • MERIX FINANCIAL
  • MORTGAGE PROFESSIONALS CANADA
  • OPPONO LENDING COMPANY
  • RFA MORTGAGE CORPORATION
  • RMG
  • SAGEN MORTGAGE INSURANCE COMPANY CANADA
  • SCOTIA MORTGAGE AUTHORITY
  • SKYCAP FINANCIAL
  • STRIVE
  • TD CANADA TRUST
  • TERANET INC
  • WESTBORO MORTGAGE INVESTMENT CORP. 

Accommodations

To reserve your hotel room at the Homewood Suites by Hilton Ottawa Airport, 3605 Paul Anka Drive, visit www.homewoodsuites.com, enter Ottawa as the city, select your check-in and check-out dates, followed by selecting the special rate codes button and enter MPC in the group code section.

Or, please call (613) 248-1113 and be sure to identify yourself as being with Mortgage Professionals Canada in order to qualify for the group rate.

$191 per night
Cut-off date: January 24, 2024

Reserve a room

Networking Reception

Don't forget to join us for our reception on February 12 from 5:30 PM - 7:00 PM at the Infinity Convention Centre!




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