I have been in the mortgage and lead management business since 2004, starting my career at Nationstar Mortgage, now known as Mr. Cooper, as a consumer direct loan officer. Within two years I became a sales manager, leading a team of 10-15 loan officers. In 2008, I started and led a team that managed lead distribution, call routing and lead analytics for 5 different origination channels. I was tasked with increasing conversion rates on all lead sources and maximizing the recapture rate for our portfolio retention efforts.
In order to do this, I knew I needed a lead management system with the power to handle sophisticated lead routing across the many channels and strategies that we had at the time. I implemented Velocify – cloud-based intelligent sales automation software – and grew the system to over a thousand users in Nationstar’s Portfolio Retention, Partner Plus, New Customer Acquisition, REO/Purchase and Retail channels. In 2013, Nationstar acquired Greenlight Loans, and I led and completed the implementation of Velocify to over 300 loan officers in Irvine, CA.
With Nationstar being the largest Velocify client at the time, I identified opportunities for Velocify in account management and became an internal consultant on the professional services team at Velocify.
In 2014, I joined the Velocify team officially, to assist and advise Velocify's enterprise clients on new implementations, lead management strategies and lead conversion analytics to help drive a maximum ROI for Velocify’s customers. In 2015, I became an account manager for their enterprise client portfolio and managed more than 35 accounts for three years.
In 2018, I became the VP of Enterprise Sales and Client Management at Home Captain. With Home Captain, I helped expand into new enterprise accounts and assisted these companies with improved conversion rates on their purchase leads. Using my experience from Nationstar, I also helped develop a product originally called "Customer Captain" – a powerful portfolio retention product that assists Portfolio lenders with recapturing customers who are selling and buying a new home.
In 2019, I founded SDP Solutions so I can assist businesses of all sizes and areas of focus in improving the efficiency of their lead management strategy and systems.
I've been married to my wife, Liz, for 13 years, and we have two wonderful kids – Alli and Ben. In my free time, I spend every second I can with them. We enjoy taking family road trips and love visiting baseball stadiums wherever we go.
Actively involved in my kids’ sports activities, I coach basketball, football and baseball throughout the year. My wife and I also enjoy volunteering at their elementary school, the same elementary school that I attended.
I'm one of very few people in the world (estimated to be around 20,000 people) to have bowled at 300 game (2014) and shot a hole-in-one in golf (2002)!