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Events


Virtual New Agent Symposium logo

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

Join us on the afternoon of Monday, April 4 for the Virtual New Agent Symposium - Spring Edition.

Our Virtual New Agent Symposium brings together speakers and mentors to help support those new to the mortgage industry as well as individuals looking to brush up on the mortgage basics. 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.


This event will be presented in English with closed captioning available.


Rates

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







Spring Symposium Sponsors:

CMI


Equitable Bank Logo

HomeTrust






Monday, April 4th

12:00 pm ET

Opening Remarks

 

Veronica_Love


Veronica Love
Event Host

12:05 pm ET

Introduction to Business-for-Self (BFS) Income

Mortgage lending to self-employed individuals can sometimes feel like we’re speaking another language all together. Let's get back to basics of BFS applications! We will cover the different structures of self-employment, understanding how business owners pay themselves, types of documentation to request and how to read specific documents, along with understanding what questions to ask. We will also review several real-life case studies.


Jennifer_Watts


Jennifer Watts
Area Vice President, BC, TMG The Mortgage Group


12:40 pm ET

Introduction to Utilizing a Mortgage Planner

Planning your business strategy can be what changes the success trajectory of your mortgage business. Jenna will share her personal experiences of her time entering the mortgage broker channel and creating a tool to set herself up for success, Jenna will also share the how to’s of creating your own planning tool or using the one she created.


Jenna_Hall


Jenna Hall
Mortgage Professional, TMG The Mortgage Group


1:20 pm ET

Overcoming Client Objections

Getting past a client objection is a big hurdle for mortgage agents, especially those who are new to the industry. Many agents lose most of their deals at the beginning of their careers. This can happen because the agent isn’t aware of effective ways to tackle objections, or gives up too soon. Client objections arise when a prospect has a concern regarding the rate, product, service, or process. To achieve positive results, agents need to handle these concerns wisely. Remember to give strong responses to reassure your clients and bring them to the right conclusion. Join Mohinder as he shows you how to overcome client objections effectively!


Mohinder_Pal_Singh


Mohinder Pal Singh
Mortgage Broker/Owner
AKAL Mortgages

2:00 pm ET

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! 


Click here to meet our mentors.





3:30 pm ET

In Conversation: What I Know Now That I Wish I Knew Then

Join Veronica Love and Clinton Wilkins for a candid conversation on what Clinton has learned in the last 16 years of his career as a mortgage broker in Halifax. Clinton will share his experience along his career, including how to become a “thought leader” in your community, mining your database and finding your niche!

Clinton_Wilkins


Clinton Wilkins, AMP
Mortgage Broker, Centum Home Lenders


4:05 pm ET

Understanding How to Market to a Client’s Needs

Mark Sanborn said “If you aren’t a little different than your competition, you’re in trouble”. This presentation will challenge you to find what you are passionate about and expand on that to become the expert your clients need.

Niches are created by working to identify the needs, wants, and requirements of your target client. In such a competitive marketplace you need to stand out. Having better qualifications and a stronger understanding of a particular product will build trust and a solid business in your targeted area.

Sherry will cover 4 ‘Product Avatars’ that are available to the brokering world and how you can market and capture new clients by being a resource, not a sales pitch.


Sherry_Corbitt


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





Mentors

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.

Be sure to check here for additional mentors leading up to the event.

  • Lucy Biocca
    Mortgage Broker, DLC Valko Financial

  • Rosa Bovino
    Mortgage Broker, Invis

  • Christine Buemann
    Mortgage Expert, The Collective Mortgage Group

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

  • Pat Dell
    Mortgage Broker, Crown Mortgage Services

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

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

  • Shirl Funk
    Mortgage Broker, Shirl Funk Mortgages

  • Roger Grubb
    Mortgage Broker, Main Street Mortgages

  • Jenna Hall
    Mortgage Professional, TMG The Mortgage Group
  • Jodi Hiltz
    VP, Broker Relations Ontario, Mortgage Architects
  • Brian Hogben
    Mortgage Broker, Mission35 Mortgages
  • Matt Imhoff
    Mortgage Broker, Mortgages.ca

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

  • Jill Moellering
    Mortgage Broker, Mortgage Architects

  • Mohinder Pal Singh
    Mortgage Broker/Owner, AKAL Mortgages

  • Mike Rogozynski
    Mortgage Broker, OMAC Mortgages

  • Sharon VanderDuim
    Mortgage Agent, The VanderDuim Mortgage Team

  • Jennifer Watts
    Area Vice President, BC, TMG The Mortgage Group

  • Nicolle Williams
    Mortgage Agent, Canadian Tailored Mortgage Solutions
  • Clinton Wilkins
    Senior Mortgage Advisor, Centrum Home Lenders