Day 1

 
                                            KEYNOTE & STREAM ONE                                                                              STREAM TWOBlue-Dividing-Line
08.30              

Networking Breakfast Provided by

 Malbourough  Stirling - Logo

                                  

09.20                    
Welcome address by FDS Broker Services Inc.

                                                                         

Blue-Dividing-Line
09.30            

OPENING KEYNOTE: SEVEN HABITS OF HIGHLY EFFECTIVE MORTGAGE BROKER

                                                                                                
                   

All mortgage professionals strive for consistent progress, growth, change, and constant improvement. We will sharpen the saw.

In essence master the principles outlined in The 7 Habits at progressively higher levels including development and a deeper understanding of your mortgage business .

  • According to Covey, we must be constantly increasingly our knowledge
  • Grow and develop your business
  • FranklinCovey Inc will address the key business habits of a mortgage broker
  • Succeed in today’s business environment
Matthew Conway

Presented by Matthew Conway, Managing Partner and Delivery Consultant, FranklinCovey Inc.

Brought to you by SAFEBRIDGE Financial Group

Download presentation here (comming soon)

                                                                                                                
Blue-Dividing-Line
10.20
EXPERT ADVICE CULTIVATING TOMORROW'S BUSINESS TODAY
  
   
                  

Implementing a system and processes in your business is critical to success and efficiency. Michael Cameron will share with you one of the systems that helped him generate a peak year $90 million dollar annual volume.

  • Develop a systematic approach to brokering
  • Create a process you can implement for your clients that do not qualify today.
  • Lean how to nurture those clients on their path to home ownership but also teach you how to use this system to add value to your referral sources thereby garnering more direct referral business.

Michael Cameron

Michael Cameron, COO, AXIOM Mortgage Partners

Download presentation here (comming soon) 

 

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              

Blue-Dividing-Line
11.05         

Networking Coffee & Expo Time      

  
                                                                                                            
 

 

   
Blue-Dividing-Line

11.40       

EXPERT ADVICE RAISING THE BAR AS A MORTGAGE AGENT                                                          
 

CASE STUDY PRIVATE AND ALTERNATE LENDING                                                     

 

Join us and “Up your Game” to such a professional level that new and existing clients will be flocking to you with more referrals and business. Invest in yourself, and your business, and learn how to position yourself amongst the ranks of lawyers, doctors, dentists and accountants. 

 

  • Learn key phrases, tactics and tools you can use to position what your value proposition is 
  • Learn key strategies to stand out from the rest, to have more business than you can handle!
  • Fresh new ideas for you and your business
  • Raise the bar, achieve above average results and go from ordinary to extraordinary!. 

Claire Drage

Claire Drage, CEO, Owner, The Lion's Share Group

2014 Winner Canadian Real Estate Magazine's Broker of Year                                              

 

We review a variety deals and determin best practice of how to use Private lenders. In this session we review a variety of deals and determine best practice, lending strategy and clients who need them.

Presented by Canada's leading Lender 1Plus12                                                                                                                                                                                                                                                                                         

Blue-Dividing-Line
12.25              
EXPERT ADVICE ADDITIONAL REVENUE STREAMS : SYNDICATED MORTGAGES.
                                  
                  

Are your clients realizing an 8% return on their investments? Do they have the reassurance of knowing their money is secured by real property? Are you looking for a way to diversify your income stream while providing your clients with better service and access to greater returns?

  • Learn how to access the syndicated mortgage product
  • Provide excellent service to your customers, and increase your income

Glenn-May Anderson

Glenn May-Anderson, President, FDS Broker Services Inc.
                      


                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  
Blue-Dividing-Line
13.00                                                                     

CMP's TOP 75 BROKERS PRESENTATION AND GALA LUNCHEON

CMP Top-75-Logo

 

         

Canada’s most successful residential brokers will step into the floodlights CMP Top 75

CMP will be presenting this year’s ranking of the country’s leading mortgage broker by funded volume. It’s a way of acknowledging and celebrating the accomplishments of the mortgage professionals.                



                                                                                                                                                                                                                                                                                                                                                                                                                                                      

Blue-Dividing-Line
13.40
EXPERT ADVICE: THREE STRATEGIES TO SAVE A DEAL

CASE STUDY THE FLOOD GATES ARE OPENING  

 
                                                                          Mortgage Broker news team will review the key strategies used by Canada's top brokers use to save their deals. We have invited a selection of Brokers to present their biggest objections and reasons for their lost offers.
  • Top business saving strategies
  • New techniques
  • Industries best practices.                                     Panel include,  Mark Goode, broker/owner, Mortgage Man DLC , Sarah Makhomet, broker/owner. DLC Mortgage Village and Sean Binkley, broker/owner, DLC Alliance 
                                     

Finally in Ontario – You don’t have to be a high net-worth Accredited Investor to take advantage of the Private Capital Markets anymore. The flood gates are opening in 2014.   Find out how your clients can participate and how you can increase your revenue by 50% to 100%.

  • What are the Private Capital Markets?
  • What are the new rule changes?
  • How can my clients and I take advantage of these new rules in Ontario?

Presented by Stephen Freedman, registered through the Ontario Securities Commission for over 39 years, is the President of Sloane Capital Corp., an Exempt Market Dealer registered in 8 Provinces across Canada.

                                                                                                                                                                                   

 
Blue-Dividing-Line
14.25        
EXPERT ADVICE FAILURE TO PLAN  
  PANEL SESSION  BENEFITS OF USING A MORTGAGE INVESTMENT CORPORATION
                    

Find out why the biggest obstacle faced in the mortgage industry today is not regulatory changes, rate competition, the banks, or even a potential softening of the real estate market.  Rather, it is simply a lack of planning to create a sustainable business

  • Meet the challenges of today to grow no matter what we are presented with.

Paul Therien 2

Paul Therien,Vice President, Operations, Centum Financial Group

                                              

 

We will explore how to best utilize Canadian non-bank lenders and understand their creative financing solutions, in both the commercial and residential real estate sectors.

  • Discover a better way to manage private lending, private investors and their capital 
  • Discover how MICs provide this essential service. 

 

Panelists include Atrium Mortgage Investment Corporation and Vector Financial Services                                                                                                                                                                                               Vector-Services-Limited--Colour  & Atrium - Logo                                                                                                                                                                                                                                                

Blue-Dividing-Line
15.10                     

CASE STUDY: GUERILLA MARKETING  STRATEGIES FOR BROKERS 

                                                                                 

     
                   
CMP Magazine interviews some of Canada's top brokers understanding new and niche methods brokers are employing to further their outreach. 
 
  • How I got 10,000 eyeballs on my business for under $1500. Presented by Michael Mullis Principal Broker, mortgageteacher.com
  • New age marketing strategies
  • How and why I set up a Real Estate Investing Club, allowing me to network with over 5000 investors annually. Presented by Laure Ampilhac, Mortgage Broker, Mortgage Alliance.
cmp logo   
                                                                                                                                                                                                                           
 Blue-Dividing-Line
15.30                                                                             

 Networking Coffee Break                                      

 
Blue-Dividing-Line
16.15   

EXPERT ADVICE IF YOUR VALUE PROPOSITION IS THE RATE

 

      

                                                                                   

Ron Butler is on the forefront of a shift in the industry. Instead of pushing back against rate sites, the outspoken industry leader at Butler Mortgage Inc. has incorporated the popular consumer sites into his marketing plan. 

 

  • Learn how to overhaul your business to profit from web site leads.
  • Understand the move to salaried agents to better protect profitability through volume.
  • Learn strategy for transforming your business operation to meet the changing realities of the market.

Ron Butler for web

Ron Butler, Mortgage Broker, BMI Butler Mortgage Inc.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         
Blue-Dividing-Line
17.00       

CLOSING KEYNOTE: TOMORROWS DIGITAL MARKETPLACE - STAND OUT AND BE FOUND   

 
                                                                                           

Online marketing is no longer about being found at the top of a list anymore. Now, it's about being found in the right place at the right time. E-commerce, digital word-of-mouth, and direct sales requires an understanding of your audience and their online behavior.

 

  • Learn how to segment your audience and understand their niche behavior
  • Discover the platforms they engage with, the devices they use., and how they may fit into your sales funnel.

Ryan Judd 4 web   rawBW 4web

Ryan Judd, Director and Mark Reeves, Online Marketing Strategist. Wisdek Corporation.

Canada’s leading SEO, Online Marketing Experts & winner of Top SEO.com global Award                                                                               home-partner googlewisdekseo top

                                                                                                                                                                                                                                                                                                                                                                                                               
Blue-Dividing-Line
17.45  

Networking Drinks Reception