Virtual New Agent Symposium logo

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

We’re excited to introduce an all new virtual event to help support those new to the mortgage industry as well as individuals looking to brush up on the mortgage basics. Join us on the afternoon of Wednesday, June 16 for the Virtual New Agent Symposium.

Strengthen your mortgage career with informative sessions and unique networking opportunities. Meet other newcomers, connect with industry veterans, and get the advice you need to take the mortgage world by storm – all from the comfort of home. 

Learn more and register below.


Members: $25 + tax
Non-Members: $50 + tax

Symposium Sponsors:

Symposium Agenda
Click session for more details


12:00 - 12:10 pm ET   Opening Ceremonies with Dong Lee
12:15 - 12:45 pm ET   Presentation #1 Debbie Thomas
12:50 - 1:20 pm ET     Presentation #2 Trevor Daly
1:25 - 1:55 pm ET       Presentation #3 Gita Cartwright
2:00 - 3:30 pm ET       Mentor Roundtables 
3:30 - 4:00 pm ET       Presentation #4 Jill Moellering
4:05 - 4:35 pm ET       Presentation #5 Renee Dadswell
4:35 - 5:00 pm ET       Presentation #6 Michael Beckette
5:00 - 5:05 pm ET       Closing Remarks

Wednesday, June 16

12:00 pm ET

Opening Remarks

Hear from MPC Chair and our Event Host, Dong Lee.    



Dong Lee
MPC Chair

12:15 pm ET

Mortgage Industry Overview

Congratulations on becoming a licensed agent and perhaps even getting your first mortgage application.

Now what?

Join Debbie as she covers the following topics in this comprehensive overview:
  • Types of lending
  • Mortgage Lenders – Who they are and How they Differ
  • Current & Impending Mortgage Qualifying Rates
  • Down Payments and Lending Ratios
  • Rates and What Drives Them


Debbie Thomas
Partner, TMG The Mortgage Group

12:50 pm ET

Understanding Your Why
Join Trevor as he provides tips on crafting the perfect introduction statement, and how and when to deliver it effectively to your potential clients.


Trevor Daly
Vice President, DLC Forest City Funding

1:25 pm ET

Understanding the Value of an Appraisal 

An appraisal can often be the longest and most stressful part of the mortgage approval process, but it doesn’t need to be that way. Wish you knew the latest information on how to avoid delays, how to prepare your client and how to really read a report?  Join us as we review some commonly misunderstood elements of an appraisal and how to ensure you meet both your lenders expectations and enhance your clients overall experience. 

Learning Objectives :

  • Learn the fundamentals of the appraisal process and what has changed
  • Know what to look for in an appraisal report beyond just the value
  • Gain the latest tools for delivering the optimal experience and growing your business


Gita Cartwright
Senior Manager, Broker Solutions, Real Property Solutions

2:00 pm ET

Mentor Roundtables

Log in and start networking with industry veterans in our virtual portal, Social Hour. 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! 

Click here to meet our mentors.

3:30 pm ET

Deal or No Deal: How to Identify the Real Deal

We have all had those calls that take way too much time and energy and end up going nowhere, or going back to their bank at the 11th hour leaving you high and dry with your amazing commitment. Join Jill as she shares tips and tricks from the trade on how to spot a dead end file and save yourself some heartache. 



Jill Moellering
Mortgage Planner, Mortgage Architects

4:05 pm ET

How to Find a Client – Inexpensively!

The goal in mortgage brokering is two-fold, get business in the door right now and build a pipeline for future business. Renee will share three cost-effective methods that help her get new clients and new names into her database. Get ready to learn how to:

  • Activate new business
  • Grow your client list
  • Develop key referral partners
Along the way we will also learn some tricks about the psychology of sales and talk about a COVID-19 inspired sales approach that really works!


Renee Dadswell
Mortgage Broker, VERICO The Mortgage Station

4:40 pm ET

CEO's Corner

Join one of our industry veterans, Michael Beckette for a candid look at his path to success. Top takeaway from this unique history will help you learn how to build:

  • Valuable professional relationships
  • A book of business
  • And a team 

Michael Beckette

Michael Beckette
President, M3 Ventures

Available On-Demand

Understanding Credit During Uncertain Times

It's been a full year now after COVID and how were consumers affected from a credit perspective? Eric Poblete has been the Mortgage Leader for Equifax over the last 10 years, and he will provide an overview of how COVID changed the credit environment from deferrals to fraud. Eric will also provide insights into the changes in the credit file data delivered to brokers and lenders during that period that addressed the need to improve compliance and security for Canadian consumers. 

Also be one of the first to preview the upcoming transformation of the new and improved Equifax credit file format for 2022. 

Eric P

Eric Poblete
Director, Solutions - Mortgage + Housing,  Equifax Canada  

We've brought industry experts from across Canada together for our Mentor Roundtables. This thoughtfully selected group represents a variety of tenure, role and area of focus so you can connect with the right leader and have your questions answered.

  • Rosa Bovino
    Mortgage Agent, Invis/MI

  • Julie Brenneman
    Principal Broker, Mortgage Centre - Hometown Financial

  • Christine Buemann
    Mortgage Expert, The Collective Mortgage Group

  • Michelle Campbell
    Principal Broker, Mortgage District

  • Gita Cartwright
    Senior Manager, Broker Relations, RPS

  • Sherry Corbitt
    Mortgage Broker & Certified Divorce Financial Analyst, Mortgage Architects

  • Trevor Daly
    Vice President, DLC Forest City Funding

  • Pat Dell
    Principal Broker and Owner, Crown Mortgage Services

  • Christa Devers-Williams
    Mortgage Broker, TMG The Mortgage Group

  • Michelle Drover
    Vice President, Atlantic Canada, Premiere Mortgage Centre

  • Khider El Kadri
    Area Vice President, Southern Alberta, TMG The Mortgage Group

  • Frances Hinojosa
    President/Co-Founder/Mortgage Broker, Tribe Financial

  • Joe Jacobs
    Partner/Mortgage Broker, Mortgage Connection

  • Mark Kerzner
    President & CEO, TMG The Mortgage Group

  • Dave Larock
    President & Mortgage Broker, Integrated Mortgage Planners

  • Dong Lee
    Chief Operating Officer, DLC Group of Companies

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

  • Karen Matthey
    Mortgage Agent/Co-Owner, The Mortgage Professionals

  • Jill Moellering
    Mortgage Planner, Mortgage Architects

  • Natasha Mohr
    Mortgage Expert, TMG The Mortgage Group

  • Hali Noble
    SVP Broker Relations, Fisgard

  • Jillian Pollard
    Mortgage Agent, DLC Maximal Mortgages

  • Kuljit Singh
    Broker Owner, AKAL Mortgages

  • Nolan Smith
    Owner/Managing Broker, Oceanvale Mortgage

  • Don Stoddart
    Principal Broker/Owner, Key Mortgage Partners

  • Elaine Taylor
    Vice President, Sales, MCAP

  • Susan Thomas
    Vice President, Eastern Canada, Invis/MI

  • Tracy Valko
    Principal Broker, DLC Valko Financial

  • Clinton Wilkins
    Senior Mortgage Advisor, Centum Home Lenders

  • Chad Wilson
    Principal Broker, Ideal Mortgage Solutions

  • Dustan Woodhouse
    President, Mortgage Architects