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Let's tee up a quick initial chat.

I invite you to book your Deal Flow Call (15 minutes) so together we can identify the current roadblocks and opportunities to achieve your settlement, efficiency and work-life balance goals.

About the Deal Flow Call

This call is 100% focused on you and your business.   

To begin with, we'll get a snapshot of your current business model and what's possible for you in terms of growing settlement volumes, reducing working hours, or both.

We'll discuss your loan submission process - as that’ll give us a sense of how efficient and effective it currently is.


We will then look at the # 1 obstacle impeding you from growing settlements in a structured & consistent way.

From there, we can discuss the key actions and options to help you leverage a delivery model that is structured, efficient and profitable.

We look forward to connecting and contributing to your success.