Stop processing.
Start closing.
I build systems that automate your applications, doc collection, and follow-ups—so you stop doing the same tasks on every deal and get back to what actually makes you money.
Built for brokers who are tired of doing $20/hour admin work.
The stuff that eats your day
You got into this business to close deals, not to be a data entry clerk. Here's what I fix.
Drowning in Applications
- Copy-pasting from emails
- Manual data entry into CRM
- Creating folders by hand
- Renaming and organizing docs
Chasing Documents
- Asking for the same doc twice
- Clients sending wrong files
- Docs scattered across emails
- No idea what's missing
Forgetting Follow-Ups
- Leads going cold
- Forgetting to check in
- No system for nurturing
- Deals slipping through cracks
Living in Your Inbox
- Email is your to-do list
- Searching for deal info
- No single source of truth
- Context scattered everywhere
Slow Response Time
- Leads wait hours for reply
- After-hours inquiries ignored
- Competitors respond faster
- First touch takes too long
Every hour on admin is an hour not closing deals.
I build systems that give you that time back.
What this looks like in practice
Real broker. Real numbers. Real time saved.
TruckLenders USA
Commercial Equipment Finance Broker
"I used to spend an hour on every deal before I could even start working it. Now it's 10 minutes."
Before
- Living in email inbox
- Forgetting deal status
- Manual folder creation
- Copy-pasting into CRM
- Chasing missing docs
After
- Automated deal tracking
- Always knows next step
- Self-organizing docs
- One-click processing
- Auto doc requests
Systems that do the busywork for you
Everything that slows you down—automated. So you can focus on closing deals, not chasing paperwork.
Automated Intake
Applications come in, data goes straight to your CRM and folders. No copy-pasting. No manual entry. It just works.
Document Collection
Clients upload docs once. They get sorted, renamed, and filed automatically. You never chase a bank statement again.
Follow-Up Sequences
Leads don't go cold. Automated emails and texts keep you top of mind—without you remembering to follow up.
One-Click Processing
Dashboards that let you move deals forward with a click. See status, trigger actions, update clients—all in one place.
Instant Lead Response
New lead comes in at 10pm? They get a response in seconds. You follow up in the morning with context already captured.
Client Communication
Automated status updates, document requests, and next-step emails. Clients stay informed without you typing a thing.
Ready to stop chasing paperwork?
Tell me what's eating your time. I'll show you exactly how to automate it—no sales pitch, just a plan.
The Process
20-min call to understand your workflow → I map out what to automate → You decide if it makes sense → Live in 2-3 weeks
Investment
Project-based pricing. Most brokers see ROI in the first month from time saved alone.
Ready to get started?
Tell me about your workflow and what's slowing you down.
Typical response time: Within 24 hours