Most AEs pitch the product.
I've built what's behind it.
Five years turning mortgage operations into scalable platforms, from closing six-figure deals to building the teams behind them.
Years in Lending SaaS
Enterprise SaaS Deals Influenced
Lenders & Brokers Supported
Team Members Led Across 3 Departments
Licensed Mortgage Agent (Ontario)
What I Do
Sales Process & AI Enablement
Built and deployed AI-powered sales tools — digital salesrooms, proposal automation, call analytics — that shortened cycles and lifted win rates.
CRM & Platform Architecture
Designed and implemented end-to-end CRM, LOS, and API integrations — bi-directional data syncs, automated workflows, and schema mapping that eliminated manual ops.
Implementation & Team Build-Out
Stood up an implementation department from zero — hired and trained 10+ employees, established KPIs and dashboards, and built an offshore team saving $90K annually.
Mortgage & FinTech Domain Expertise
FSRA-licensed mortgage agent with deep knowledge of underwriting workflows, compliance, broker-lender operations, and platform selection across the North American lending space.
Career Progression
Mortgage Automator(BVP Forge Portfolio Company)
Toronto, ON · Jan 2022 — Present
Account Executive (Pre-Sales & Platform Architecture)
Jan 2025 — Present
- Full-cycle enterprise sales achieving 110% of quarterly quota and $400K+ in closed TCV
- Built and deployed an AI-powered digital salesroom — increased win rates from ~22% to ~30% and reduced average sales cycle by ~25%
Head of Platform Implementation & Integrations
Jan 2023 — Dec 2024
- Built the implementation department from the ground up, hiring and managing 10+ employees
- Built and managed an offshore team saving $90K annually in labour costs
Lead Document Developer & Platform Architect
Jan 2022 — Dec 2022
- Architected a multi-board Jira CRM from scratch managing 300+ client accounts
- Designed scalable document and workflow systems improving cross-functional efficiency by ~40%
Case Studies
AI-Powered Digital Salesroom
Win rates up 36%, sales cycle down 25% — with one tool.
Implementation Department from Zero
From zero to a 10-person department saving $90K/year.
HubSpot–LOS Bi-Directional Sync
20–30% less manual data entry via automated CRM–LOS sync.