109 episodes

Pat Sherlock’s podcast features interviews with top mortgage sales leaders who share their insights on how to tackle the toughest challenges facing managers today.

Mortgage Manager Playbook Pat Sherlock

    • Business
    • 4.6 • 5 Ratings

Pat Sherlock’s podcast features interviews with top mortgage sales leaders who share their insights on how to tackle the toughest challenges facing managers today.

    Episode 209: What Works in Managing in 2023

    Episode 209: What Works in Managing in 2023

    Ralph Remy, Director of Client Digital Experience at National MI, discusses What Works in Managing in 2023. Highlights include: back to basics; what type of lender are you; coaching for development; intentional training and training your team to “Think Amazon”. Ralph has over 25 years of experience in leading strategic change and developing successful sales and service teams as it relates to Client Experience and Digital Experience.

    • 23 min
    Episode 208: Retaining Top Producers: Strategies that Work

    Episode 208: Retaining Top Producers: Strategies that Work

    Gene M. Lugat, EVP of National Production Strategies & Multicultural Lending at PrimeLending, talks about Retaining Top Producers: Strategies that Work. Highlights include: execution on price and product is key; importance of live sales rallies; pricing strategies for FTHB and the hot topics of education and coaching for top producers. Gene has more than 36 years in the industry and has held a wide range of national roles in the MBA. Recently, Gene was recognized as a mortgage trailblazer and was awarded the 2022 HousingWire Vanguard Award.

    • 20 min
    Episode 207: Managing Successfully for the Long-term

    Episode 207: Managing Successfully for the Long-term

    Tim Ross, CEO of Ross Mortgage, talks about Managing Successfully for the Long-term. Highlights include: building a fortress balance sheet; the importance of cash; develop a 5-year plan; reduce the friction in the process and the secret sauce of human touch. Tim has been in the mortgage business for 40 years, through good times and difficult times. You will want to hear his thoughts on the outlook for next year and beyond.

    • 27 min
    Episode 206: Fannie Mae’s Future Housing Leaders Program

    Episode 206: Fannie Mae’s Future Housing Leaders Program

    Jessica Wright, Advisor for the Future Housing Leaders program at Fannie Mae discusses the program. Highlights include: Developing new partnerships with housing finance, real estate, non-profit entities, and colleges and universities to help close the workforce diversity gap. It connects college students from diverse backgrounds to opportunities for paid internships and entry-level jobs in the housing industry. Educated over 1200 interns through FHL summer program in 2022 with 85 employer partners. Jessica has been featured in Mortgage Women Magazine (July 2022 edition) focused on A Diverse Workforce. She has been at Fannie Mae for almost 20 years.

    • 26 min
    Episode 205: Selling Training to Management in a Down Market

    Episode 205: Selling Training to Management in a Down Market

    Gary Culbreath, VP, Learning and Development, Freedom Mortgage talks about Selling Training to Management in a Down Market. Highlights include: understanding the needs of different stakeholders; the importance of cross training in 2022; identify the potential gaps of learners; how to structure the modules; evaluation of managers and live instruction works best. For over 30 years Gary has been involved in recruiting, training and developing mortgage professionals. You will enjoy Gary’s timely comments.

    • 19 min
    Episode 204: Trident Mortgage Settlement Case

    Episode 204: Trident Mortgage Settlement Case

    David Stein, Partner at Taft, Stettinius & Hollister discusses the Trident Mortgage Settlement Case. Highlights include: proactive steps a lender can take; evaluate office locations; affirmative employee work force; affirmative advertising and conduct fair lending analysis. David’s firm maintains a national practice in Banking and Consumer Financial Services. For nearly 20 years, David was general counsel for a top fifty lender.

    • 28 min

Customer Reviews

4.6 out of 5
5 Ratings

5 Ratings

Wegotrippin ,

relevant for anyone

These podcasts are relaxant to anyone in business. The participants have a wide and deep range of experience. Good stuff for a long drive.

Jcazel ,

Great content and logical takeaways

Pat and her guests articulate the basics in ways that we all know, but perhaps need to hear in different ways. Thanks to Pat for providing this great resource.

Top Podcasts In Business

NPR
Ramsey Network
Guy Raz | Wondery
Vox Media Podcast Network
Jocko DEFCOR Network
BiggerPockets