BROKER COMMUNITY LUNCH – VICTORIA
|Title:||Broker Community Lunch & Learn - Victoria|
|Start date:||13 November, 2019|
|Cost:||$35.00 for members or $70.00 for non-members|
Join us November 13 for lunch, networking and insights from guest speakers
The Sticky Wicket
919 Douglas St, Victoria
11:30am arrival, networking
11:45am lunch is served
12:00pm – 1:30pm guest speaker presentations
1:30pm – 2:00pm networking and wrap-up
TICKETS ARE ONLY $35 FOR CMBA-BC MEMBERS
Call 604-408-9989 to register
PRESENTATION ON REFERRALS
The mortgage industry regulator has recently increased its scrutiny of problematic deals involving co-brokering and referral sources. Given the attention that regulators, the media and consumers are paying to this topic, it is important for Mortgage Brokers to review their practices and ensure that they’re complying with industry best practices.
Samantha Gale, CEO of CMBA-BC, will deliver an overview of the obligations and responsibilities that registered Mortgage Brokers in BC must adhere to when working with referral partners, including other BC brokers, non-registered professionals (realtors, financial planners, lawyers, etc), and out-of-province brokers.
Ray Basi, the Director of Education and Policy at CMBA-BC, will deliver a presentation about brokering risky deals or risky clients;
Questions being covered in this presentation will include:
- Can I say yes?
- When should I say no?
- What can I do to better protect myself?
- What can I do to better protect my client?
The first 20 CMBA-BC Members to register for this event will receive a limited edition MB branded rucksack upon arrival.