Mortgage industry organizations

The Challenge

The mortgage industry is undergoing rapid change, and mortgage professionals face ever-increasing regulatory requirements. Five sponsoring organizations (Genworth Financial, Solidifi, MCAP, ING Direct and D+H) saw an opportunity to provide valuable learning while forging new client relationships.

The Solution

In partnership with the event’s sponsors, produced the first ever Mortgage Forum broadcast in February 2010. Offered in 11 locations across Canada, the Mortgage Forum attracted an audience of around 700 mortgage professionals looking to earn some of the 12 annual CE credits their regulatory association requires of them.

The Result

Because many mortgage professionals do not have access to corporate training programs in order to meet their continuing education needs, the event was a resounding success. Expert panelists ranged from CEOs of mortgage firms to mortgage fraud specialists. Off-air local break-out groups allowed participants to feel part of the action. In the online evaluation, 99% of respondents indicated they would attend a similar event again. The Canadian Association of Accredited Mortgage Professionals later reported the content “completely held the attention of the audience for the three hours” and archived the content for on-demand use on their site.

View the Mortgage Finance Summit Video