MortgageFest Canada targets the broker mistakes eroding deals
For brokers who haven’t made that shift, the exposure is real. CMP’s 2025 Brokers on Lenders report found that technology satisfaction among brokers increased by 10% in 2025, with lenders that offered faster portals and cleaner workflows winning more volume, but the lenders earning the deepest broker trust were those where “technology mattered, but only when paired with human responsiveness and transparency.”
That same expectation applies in reverse: lenders are watching how brokers show up, and those who create unnecessary friction get fewer opportunities in a competitive channel.
Higher interest rates, affordability challenges, and other trends are making files more complex even as client expectations of a quick closing rise, often putting more pressure on brokers to get the deal done.
What White’s session will cover
White has spent more than three decades training and licensing mortgage professionals across Canada. His session at MortgageFest Canada is not structured as a lecture — it is framed as a candid, real-world examination of recurring mistakes, with a focus on immediate adjustments brokers can make to their processes.
The session will cover how to identify common errors affecting approvals, pricing, and deal flow; where communication, packaging, and expectation-setting tend to break down with both clients and lenders; and which workflow patterns are limiting broker growth even when deal volume appears stable.
