Milestones Announces Mortgage Advisory Board
Milestones is on a mission to help consumers navigate all facets of their homeownership journey. We do this via close partnerships with the industry professionals who walk hand-in-hand with their clients through all of the twists and turns that the game of life throws at them.
Much like our customers, we also look to the wisdom of trusted advisors to help guide the decisions we make and the products we bring to market.
Today we are thrilled to announce the addition of three long-time mortgage industry thought leaders and visionaries to our board of advisors!!
Sue started her career at the ground level in financial services, became a top producing originator, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and technology executive.
In addition to having hosted a successful financial radio program and making guest appearances on CNBC, Sue has been awarded numerous industry honors, including the NMP Most Powerful Women in Mortgage Banking, the MPA HOT 100 list, the Housing Wire Vanguard Award, and the NMP Most Innovative Award.
“An innovative, game changing solution for lenders and agents – driven by great people – Milestones has my pulse racing! Excited to be along for the journey.”
David has over 49 years of mortgage industry experience, and is the former owner/operator of 3 mortgage companies, 3 consulting firms & the founder of a loan origination software (LOS) company that went public. His knowledge & skills comprise a unique blend of loan origination (sales), operations, secondary marketing, mortgage servicing & mortgage technology.
As the Founder & President of Transformational Mortgage Solutions, David has a passion for transforming lives by sharing his experience through Coaching, Consulting & Communications specifically focusing on People, Processes & Products.
David also hosts, “Lykken on Lending,” a fast-paced weekly 60-minute podcast that has over 900 episodes. He is also a regular guest on FOX Business News & has appeared on CNBC as well as the CBS Evening News, NPR & Bloomberg Radio speaking on housing & mortgage-related topics.
“Milestones is carving out a brand new category focused on helping consumers navigate the entire homeowner journey. The Milestones platform is the technology that will enable mortgage professionals to step into the future as trusted advisors for the wealth creation homeownership brings. The opportunity here cannot be understated”
Jim is the Chief Lending Officer for InstaMortgage, an award-winning lender with a national reputation for providing cutting-edge technology to deliver a mortgage loan quickly and efficiently. With over two decades in the mortgage industry, Jim merged his company All Cal Financial with InstaMortgage in early 2022. He also leads their new product development, partnerships, and sales growth.
“As a trusted real estate professional in one of the largest financial decisions in life, we need to provide resources and specific value that meets the needs of our clients. Milestones enhances the ability to be relevant and engaged when a need or opportunity to help arises. I’m inspired by the innovation that Milestones will bring to our clients, referral partners and our local communities. I look forward to being part of this winning team.”