Content Library

Resources and webinars to level-up your business.
Haventree Alt Lending Webinar | Lendesk
 About this session Financial planners meet with every client in the fall to review investments and plan foryear-end, creating a... read more
Navigating FINTRAC: Understanding the new regulations and business impact
 This session covers what you need to know and have in place to adhere to the FINTRAC regulations. read more
Beyond the Close: Client engagement strategies for revenue growth
 Ways to monetize your client relationship strategy, tackle the upcoming renewal wave, and win clients for life. read more
Shake the mortgage tree: Navigating OSFI’s rule update on switch transfers
 Have renewal deals or clients that have renewals coming up? Come learn how to "shake the mortgage tree" to unlock the potential of switch... read more
Unlock the power of AI: 5 immediate strategies for mortgage brokers to elevate their business
 AI won’t replace brokers. Brokers using AI will replace other mortgage brokers. Learn practical tips you can implement for your business as... read more
Making technology work for you: 3 ways to optimize your mortgage business
 Hear first hand from mortgage brokers and technology leaders on how to make technology work for you. Too often we don’t tweak our processes... read more
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