A Fully Managed Client Education Event System for Mortgage Brokers
We build and manage client education events that give your database a reason to re-engage, turn attention into qualified mortgage conversations, and keep you top of mind when clients need advice.
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Client Education Events are online educational sessions that give your database a valuable reason to reconnect with you—while positioning you as the trusted expert they think of when they need mortgage advice.
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Running a proper client education event requires 10-15 hours of research, planning, promotion and follow-up.
Without a proven system and support team, it quickly becomes a complete drain on your headspace and time.
The result is often delayed launches and a poorly executed event with missed opportunities to re-engage your database. -
Our team leverages its 11 years and 5,000+ online event experience. We help you choose the right topic, build the event, promote it to your database, and follow up with interested attendees.
We manage the time-consuming yet critical details so you can focus on delivering value, building trust, and having more mortgage conversations. -
1. Concierge Event Experience
You get a dedicated events team that guides you through the entire process to make the process effortless for you.
2. A Strategy Built Around Your Database
We help identify the topics, audience, and messaging most likely to get your clients’ attention and create relevant mortgage conversations.
3. A Professional Event That Builds Trust
Your event is customized to your brand and designed to make you look like a trusted expert. You deliver the presentation while we handle the details behind the experience.
4. More Registrations and Better Attendance
We create and manage the promotional campaign that gives people a reason to register, reminds them to attend, and makes it easy to share the event with family and friends.
5. Less Work and Less Headspace
Your dedicated team handles the research, presentation development, registration process, communications, technology, and event coordination.
You stay focused on preparing to educate and advise your audience.6. More Conversations After the Event
Our team will follow up with registrants and attendees with phone calls, test messages and emails so interested prospects do not disappear after the event.
The goal is to turn engagement into qualified mortgage conversations and booked appointments.7. A Longer Payback From Every Event
We help extend the value of your event beyond the live session by turning it into ongoing educational content that keeps you visible and useful to your database.
The Result
You get a professionally executed client education event, a concierge team supporting every stage, and a system designed to create trust, conversations, and future mortgage opportunities without carrying the entire project yourself.
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1. Plan
We identify the right topic, audience, date, and offer for your database, then build a clear event strategy around the mortgage opportunity you want to create.
2. Promote
We create, launch and manage the registration process, email invitations, SMS messages, referral partner involvement, social content and reminders to drive registrations and attendance.
3. Deliver and Follow Up
You host the event while our team supports the technology and attendee experience. Afterward, we follow up with registrants and attendees to help turn engagement into qualified mortgage conversations.
You bring the expertise. We handle the system that gets the right people in the room and keeps the conversation going afterward.
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We’ve been running online events for more than 11 years and have delivered over 5,000 events. Our founder also served as the former Vice President of Enriched Academy, Canada’s largest financial literacy company, giving our team deep experience in turning financial education into meaningful engagement. Today, the average mortgage client education event we manage generates 83 registrations and 12 booked meetings, helping brokers transform their existing database into qualified mortgage conversations and new business opportunities.
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Built for Canadian mortgage brokers with an existing database who want to educate their audience, stay top of mind, and create more mortgage conversations without planning and managing events themselves.
You bring the expertise. Our dedicated events team handles the execution.
Best for brokers who:
Have an active client or prospect database
Want to rely less on cold leads
Are willing to host the event
Want a fully managed, repeatable system
Delivering For Our Broker Partners
From Our Partners