I am an honest, visionary leader renowned for driving transformative mortgage business development and marketing strategies. With expertise in data-driven methodologies, customer relationship management (CRM), and seamless systems integration, I've navigated complex FinTech platforms to deliver outstanding and sustainable results.

My work is defined by an absolute commitment to leveraging data as a cornerstone for decision-making. I immersed myself in mortgage finance marketing, culminating in creating a custom CRM solution for a national lender that saw their sales grow by $70B in five years. My innovative approaches to mortgage data analytics and integrations have revolutionized how LOs understand their customers, market trends, and competition.

I deeply understand CRM systems and their pivotal role in fostering authentic relationships with referral partners and customers. Whether implementing cutting-edge solutions or optimizing existing systems, I've driven customer-centric approaches resulting in increased retention and satisfaction.

Recognizing the critical role of seamless systems integration, I've championed initiatives to integrate disparate systems for optimal efficiency. My commitment to technological synergy ensures businesses operate seamlessly, enhancing productivity and reducing redundancy.

My leadership style is characterized by strategic vision, hands-on guidance, and mentorship. I've assembled high-performing teams for my companies and mortgage companies and fostered a collaborative environment, encouraging innovation and operational excellence.

Currently serving as a Fractional CMO and Business Consultant at Octo Strategies, I continue to shape the future of mortgage business development and marketing. My responsibilities include influencing the mortgage tech landscape, writing thoughtful content, and architecting the next-generation mortgage technology through streamlined processes.

As a leader within the industry, I've shared my expertise through speaking engagements, thought leadership articles, podcasts, and a book called Mastering Mortgage Marketing. My commitment to data intelligence, CRM systems, and brand storytelling has left an indelible mark on the mortgage landscape, and I love nothing more than making people successful. Let's connect!

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