Adopt the Brand · Sponsorship = Meetings ↗
The advice mortgage & banking leaders can't get anywhere else.
I've built the technology, run the operations, carried the sales bag, and sat in the rooms. When a bank, credit union, or IMB needs to move — cut cost, launch a channel, or cut through the AI noise — I connect them to the right people and the right tech. Fast, and without the vendor spin.
"Every mortgage has a story. We help you write yours." — the longest-running podcast in mortgage.
Portfolio — lenders I've moved through a pipeline
I've walked C-level leaders at these lenders through a pipeline with a client — sometimes more than once.
Over $26M in ARR closed in the last 12 months for vendors selling into these lenders, and others not listed here. Click any lender to see the scale behind the relationship.
And on the MikedUp Show — guests have included leaders from Chase Lending, U.S. Bank, and Raymond James.
Test me
Name a lender. I'll tell you if I'm already in.
Type a bank, credit union, or IMB. I don't publish my contacts — if I have one, the intro comes when we talk.
Access confirmed instantly. The actual introduction is made by me, on a call — never handed out publicly.
Why leaders take the meeting
The rare triangle most people in mortgage tech never complete.
Plenty of people know mortgage. A few have built technology. Almost no one holds all three points of the triangle — the operator, the accountability, and the access. That's why the calls happen. I'll step out of my comfort zone for the right meeting, and within three connections I know everyone in this industry.
- 01
Built technology the industry adopted
An entrepreneur who put technology in front of the whole industry — 200 lenders, 80,000+ loan officers, hundreds of billions in volume. I know what national adoption actually takes, because I've done it.
- 02
Accountable at consumer scale
I've sat on the lender's side — compliance, QC, the audits — where a product touches millions of consumers and someone has to answer for it. I won't back technology that ignores what accountability at that scale really means.
- 03
I know what the top 30 actually run
With 2M+ impressions a year on my writing from the mortgage C-suite, my read gets validated in the open — and I know the technology the top 30 lenders truly use, the systems you never see on a conference stage.
If you lead a lender
Banks · Credit Unions · IMBs
Bring me the thing you're trying to solve. I'll tell you the lay of the land, what's real, and who to talk to — then connect you to technology that fits how you already run.
- Standing up a portfolio-lending or non-QM program that needs an AUS
- Taking cost out of servicing, loss-mit, and inbound call centers
- Making your knowledge base actually work for agents and members
- Cutting through the AI hype with stories from the last 60 days
If you build the technology
Vendors & Fintech
My best clients are the ones conferences can't help: category leaders on Forrester and Gartner who read as "too expensive for mortgage," or great software with no mortgage salesperson and no face at the shows. I bring scale — and when I say the pricing has to make sense for mortgage, they listen. They've agreed.
- Access to the people — warm, at the right level, in rooms conferences can't open
- Access to a growth mindset — an operator who's scaled national adoption, not just sold seats
- Access to deals — work with the same caliber of software the Fortune 500 rely on
- Right-sized for mortgage — I'll push your pricing until it fits how lenders actually buy
In a crowded mortgage space, this is the only way to get ahead.
Explore working together →The credentials behind the introductions.
Stop spinning your wheels. Start a real conversation.
Twenty minutes. Tell me what you're trying to do — I'll tell you if I can help, and who you should be talking to either way.
Book a 20-minute call →