Settlement & Mortgage Operations Consultant
Building businesses, solving operational problems, and creating value across residential real estate, mortgage, and settlement services.
Selected Experience
Chief Executive Officer – HomeAdvantage
Jun 2023 – Sep. 2026
Member, Board of Directors – JMG
Jun 2023 – Sep. 2026
Member, Board of Directors – Flueid
Jun 2020 – Present
Division President – Xome Exchange
Oct 2017 – Jan 2019
Executive Vice President, Real Estate Solutions – Solutionstar
May 2014 – Jan 2019
CEO and Founder – Real Estate Digital
Sep 2011 – May 2014
President – Real Estate Technologies Group – Lender Processing Services, Inc. (LPS)
2008 – 2011
Chief Operating Officer – LSI, a Division of Fidelity National Financial
2003 – 2008
Vice President, Various – Fidelity National Title
1994 – 2003
We invest and build national settlement providers, consumer direct mortgage solutions, and portfolio retention programs.
Managing Director, Empower Settlement Services LLC
Managing Director, Pioneer Closing LLC
Board of Directors, Flueid
Three ways we work with lenders: standing up new capability, building a channel, or protecting the portfolio you already have.
Handling licensing, agent and attorney panels, operations, compliance, and technology: the full stack required to stand up a settlement provider that scales with your loan volume instead of constraining it.
Most lenders either outsource settlement entirely or try to stand up a title operation without contemplating cost structure, integration, and volume flexibility. We start with a feasibility assessment (volume, geography, margin) before a single license application gets filed.
The lead-to-close process, the team structure, and the vendor stack that turns consumer direct purchase into a real, repeatable channel.
Consumer direct usually fails for the same reason: the funnel, the staffing model, and the tech stack get built separately instead of as one integrated system. We design the lead-to-close funnel first, size and structure the team against it, then choose the technology that actually supports the volume you’re targeting, not the other way around.
Building recapture programs that identify at-risk loans early and coordinate with the servicer so volume doesn’t leak to competitors.
Keeping an existing customer is far cheaper than acquiring a new one. We assess the portfolio to identify which loans are most likely to leave and when, design a recapture program built around that timing, and coordinate directly with the servicer so outreach doesn’t get lost in a handoff.