Rates:

• Member: $115 + tax
  
• Non-Member: $165 + tax

Agenda

Registration and Continental Breakfast

8 - 9 a.m. CT

Registration Desk
Sponsored By:

Delegate Bag
Sponsored By:

Scale Your Business with these 3 Pillars of Marketing

It’s time to get back to basics to help make your business thrive in any market. Join Sherry as she covers how to increase your SEO with 4 easy (and free) Google tips. We will also explore having a strategic plan for building strong and authentic relationships with referral partners. We will finish with an actionable plan to master accountability and map out 90-days with a step-by-step plan to make sure the next 3 months - grow the foundation of your business moving forward.

Refreshment Break

10:15 - 10:30 a.m. CT

Manage Your Business Like a Business

Mortgage broker activities have often focused on the transaction - getting it done!
You are providing outstanding advice to your clients - reviewing their unique situation and helping to guide them to financial solutions that meet those needs. Are you taking the time though to provide yourself with the same counsel?
Whether your goal is to grow your mortgage book of business, build a team or manage a brokerage; having the foresight to plan, strategize, and invest in your business will help you to maximize your results. Mark will highlight a few key operational areas and questions for you to consider that will ultimately help you to maximize the value of your activities into measurable and tangible outputs, ultimately helping you to maximize the value of your business.

Top 15 Canadian Broker Practices

As a mortgage broker, it is important to stay competitive and continually improve your skills and knowledge to provide the best service to your clients. This presentation will discuss the top best practices for mortgage brokers to build a successful and sustainable business.

Lunch and Trade Show

12 - 1:30 p.m. CT

The Disclosures You Aren’t Making But Should

With market conditions as they are, best practices to protect yourself and your clients is more important than ever. Join Leigh as he shares the one-pager that he provides to all of his non-prime mortgages, in language that is easier for clients to understand.

Weathering the storm: Will 2023 be another turbulent year for housing and consumers?

After a challenging 2022 that saw the steepest interest rate hikes in 30 years, the housing and mortgage industry is now facing the very real prospects of a steep recession in 2023. Join Ben as he discusses what challenges and risks lie ahead, and is there cause for optimism beyond the negative headlines?

• Bridgewater Bank 
• Canada Mortgages Inc.
• CMLS Financial Ltd.
• CWB Optimum Mortgage
• First National Financial LP
• Glengarry Farm Finance
• Haventree Bank

• Kingsmen Capital Investments
• MCAP
• MERIX Financial Inc.
• RFA Mortgage Corporation
• Sagen
• TD Canada Trust
• VWR Capital Corp.