Committed to building a better consumer experience, Jeff dove into real estate where he’s worn and perfected various industry hats – Freelance Paralegal, Closing Consultant, Business eStrategist, Branch Manager, National Speaker, NAR Trainer and more. Over 25 years, his perpetual success in Building ‘Ships™ and streamlining businesses included closing more than 15,000 transactions totalling $5B+ in residential loan sales. How? By empowering the consumer. He simply created an Honest, Open and Transparent (H.O.T.) loan and closing process powered by efficient, real-time, cloud-based technology, but founded, fostered and nurtured by effective and reliable old-school professional customer service.
Known by some as the “mortgage guy”, Jeff is a trusted industry expert who is a 7-time Inman Ambassador, popular NAR Keynote Speaker and the 2015-16 Regional Director of Communications and Technology for the Women’s Council of Realtors. In addition, he is one of the few nationally certified trainers for DocuSign, ZipLogix, RPR, Contactually, BombBomb and other software solutions, who regularly speaks, writes and consults on hot industry topics for brands and organizations as well as countless local, state and regional real estate boards and associations.
An efficiency nut, Jeff had a successful life in closing, title and consulting 15 years before his 10 years in finance. In fact, he created New England’s first outsource Paralegal service back in 1993 – a business commonly referred to today as “VAs” or Virtual Assistants. Paperless and cloud-based since the 1990’s, he was also one of the first in the mortgage industry to adopt eSignatures. Since then, Jeff has trained countless industry professionals and co-written books on both the residential and commercial closing process.