Virtual Mortgage Symposium

We look forward to seeing you next year! 
See 2019 agenda below. 

From inventive ideas on managing a winning team to an informative housing update, the 2020 Virtual Mortgage Symposium is a must-attend event. Join us for two exciting afternoons filled with presentations from industry leaders, including Raptors Head Coach, Nick Nurse (session sponsored by First National).

These sessions will be worth 4 Continuing Education Units (3.25 PD and 0.75 COMP).

Learn more and register below.


AMP Members: Free
Members: $25 + tax
Non-Members: $60 + tax


Symposium Sponsors:





Symposium Agenda
Click session for more details


12:30 - 12:50 pm EST - Opening Ceremonies
1:00 - 1:45 pm EST - Housing Market Update
2:00 - 2:30 pm EST - Disrupting the Rate Conversation
2:45 - 3:15 pm EST - Buying a Book of Business 
3:30 - 4:00 pm EST - The Client Journey


12:30 - 1:00 pm EST - What Underwriters Really Say About You
1:15 - 1:45 pm EST - Title Fraud in Residential Real Estate
2:00 - 2:30 pm EST - Healthy Body, Healthy Mind, Healthy Life
3:00 - 4:00 pm EST Keynote: Raptors Coach Nick Nurse

Day 1: Tuesday, November 24

12:30 pm

Opening Ceremonies: A Year In Review

Hear from outgoing Chair Elaine Taylor and incoming Chair Dong Lee as they reflect on our achievements this year, and look ahead to 2021.


Elaine Taylor
Outgoing Chair


Dong Lee
Incoming Chair

1:00 pm

Housing Market Update

Housing markets across Canada have been on a wild roller coaster ride – just like everything else.

Join Will as he discusses the current state of our housing markets, and if we seeing any useful clues about what might happen in the coming months.


Will Dunning
MPC Chief Economist

2:00 pm

Disrupting the Rate Conversation
All mortgages aren’t created equally and there is a whole contract behind the rate that could negatively impact a client’s future options. Most clients don’t read through the standard charge terms and the ones that do sometimes still misinterpret or misunderstand penalty calculations.

Join Doreen as she provides the answers to the questions our clients don’t even know to ask.


Doreen Walsh
Vice President, Corporate Development

2:45 pm

Buying a Book of Business: Lessons I've Learned Along the Way
There are significant resources available to help brokers build our businesses by strengthening / leveraging relationships, creating efficiencies, improving ourselves and our processes, treating our clients like gold …. but no resources available for determining how to go about buying a book of business, let alone how to prepare yourself and your business if you decide to make the leap and take over another broker’s business.


Tracy Head
Headstart Mortgage Architects

3:30 pm

The Client Journey

Join Joel as he teaches you how to build the best experience for your clients, including:

  • How to build out the best discovery phone call without needing a client to come and meet you
  • How to get them to give you all their documents, and move away from the rate discussion. In fact, we will even tell them how to shop around!
  • Key wow moments to generate referrals throughout the process and keep clients engaged
  • What messages to send, videos to automate, emails to produce  
  • Introducing you to the secret vault and all the big guarantees you will plant throughout the process


Joel Olson
DLC Canadian Mortgage Experts

Day 2: Wednesday, November 25

12:30 pm

Help Me Help You: What Underwriters Really Say About You

Whether you have been brokering mortgages for 25 years or for 2 months, you will agree that there are so many things to consider when processing your client’s deals. The changes are non-stop and often you wonder what the heck your underwriter partners are thinking, why your deal’s approval is taking so long, or why you got a fast decline.

Veronica will demystify the other side of the business and share some tips to help you ensure your deals always rises to the top of your underwriter’s pile.  Come learn what your underwriters are really saying about you!


Veronica Love
Senior Vice President, Corporate Development,
TMG The Mortgage Group

1:15 pm

Title Fraud in Residential Real Estate

Considering real estate fraud is increasing in North America, this presentation will cover all you need to know about title fraud and the different types of fraud that can affect a mortgage transaction, title to the property and the reputation of all parties involved.  Join Kate as she provides real-life examples of claims stories, red flags to look for when processing a mortgage, along with best practices to avoid fraud red flags.


Kate Wybrow
Vice President, Distribution, Residential Lending Solutions

2:00 pm

Healthy Body, Healthy Mind, Healthy Life

Join Susan as she builds on tips offered in her first webinar, offering you additional quick tips on creating lasting habits to transform your life, and stay positive as we head into the winter months.


Susan Thomas
Regional Manager, Invis MI

3:00 pm

Game Time with Raptors Coach Nick Nurse

Nick Nurse caught the attention of the world as he led the Toronto Raptors' to the first championship of their 25-year history. Interviewed by our chair, Dong Lee, join us as Nick shares his wisdom, insight and expertise in this interactive session!

Sponsored By: