Your Goal is to tap into additional profits from every customer that walks through your door. Your customers are asking for mortgages and you are giving them away. Smart business owners will find a way to serve their customers and increase revenues with very little effort.
Our Goal is to help you capture additional income from an asset your currently giving away. We want to do it in a way in which you spend minimal time in that pursuit. We set up the mortgage company for you and take care of the day to day operations so you can focus on growing your primary business.
Mortgage referrals are an asset. If you have them, then you know you are giving them away. Loan officers make thousands on each loan and they can’t pay you for a referral. All they can offer you is friendship. Our model is to help you capitalize on that asset. We want to create a secondary source of income for you, without taking you away from your primary business.
President
GM Experience - I run the day-to-day operations of 4 companies. Plan budgets, developed marketing strategies, managed employees and sales staff, satisfy regulators, oversee accounting, file audits, financial audits, write quality control policies and monitor costs & overhead.
Sales Experience - Achieved top growth sales producer in Mortgage Lending Sales. Strong prospecting, selling and closing skills to both referral sources and end users.
Profitability - Plan budgets, developed marketing strategies, write presentations, negotiate large contracts and organized teams to fulfill orders. Every transaction brings value to the customer while bringing profitable business to my partners.
Marketing Experience - Initiated TV, Radio, Newspaper, Telemarketing, Internet, LinkedIn Trade Shows and Direct Mail campaigns. Hosted a talk radio program, produced TV commercials and contracted with dozens of marketing service companies.
Software Skills - Full knowledge of Microsoft Office Suite, Pinnacle, Goldmine, Sales Force, Adobe Pro, Quick Books, Calyx and Encompass.
Bachelors – Business Finance, Mathematics - University of Wisconsin. Whitewater, WI. 1992.
Senior Executive
GM Experience - Direct the day-to-day operations of multiple companies. “C” level experience running construction, engineering, and financial services companies. Oversee all departments including Sales, HR,, Accounting, Procurement, Logistics, Regulatory and Production Employees in a fast-paced environment. Develop long term strategies to improve profitability and minimize risk.
New Company Formation - Lead and steered the successful launch of over 50 new companies in the past 3 years. Assisting with the decision of the company type (Sole Proprietor, LLC/LLP, Corp, S Corp), by weighing the tax and legal consequences with stakeholders. Companies are registered and compliant upon completion of launch.
Certified Public Accounting - Currently the majority shareholder of a full-service accounting and tax CPA firm. Licensed in Tennessee and Colorado. Performed FHA audits from 2004-2007. Former auditor of a “Big Four” accounting firm.
Software & Technology Skills - Advanced level capabilities in Microsoft Office Suite, expert level in Intuit financial products, (including QuickBooks Online, QuickBooks Desktop, Turbo Tax, Proseries), expert level in Drake Tax and Accounting software, Advance level Microsoft Project. Familiar in both Mac and PC operating systems.
Bachelors – Business Administration, Accounting. - University of Wisconsin. Milwaukee, WI. 1998