Looking for management solutions for your mortgage business? Want to excel in your role and take your team to the next level? You’ve come to the right place! Now you can access the minds of industry leaders to help solve pain points in your sales organization. Boost your business, manage expenses, grow your team, and retain your people with expert guidance.
Welcome to the Mortgage Manager Playbook. Find interviews with top sales leaders/experts and learn practical tips for improving sales results. This podcast is for mortgage sales managers in banks, credit unions and IMBs—specifically sales executives with P&L responsibilities. Challenge yourself to increase production and profitability with guidance from leaders in the field. Learn how they handle these issues so you can emulate their success in your business processes.
Subject matter experts give listeners quality information they can use to take their mortgage business to the next level. Hear 20-minute interviews about how to tackle the toughest challenges facing managers today. Find out the best practices for increasing revenue and productivity. Discover future trends in financial services. Grow your business and get more from your sales personnel. Understand the causes of management issues and implement solutions from experienced professionals and executives who’ve been through it all.
The Mortgage Manager Playbook offers an avenue for industry professionals to deliver their message and create an impression. This is an opportunity for both guests and listeners to build a database of contacts, create a network that benefits these partnerships, and promote connections in the growing space of mortgage lending.
Pat Sherlock hosts this podcast series, offering years of experience as a financial executive and consultant. She is the President and chief sales trainer at QFS Sales Solutions, one of the mortgage industry’s top research-backed sales consulting firms. A sought-after sales trainer and speaker at mortgage banking conferences, Pat is known as a straight-shooter who delivers on improving performance for sales organizations. The author of the MBA best-seller, “Reaching the Top of Your Game: Best Practices of Top Mortgage Originators,” she frequently contributes to mortgage trade publications and conducts popular webinars for MBA Education.
Known as the “Terry Gross of Mortgage Lending,” Pat partners with esteemed guests who leave out unnecessary fluff. With genuine interest and curiosity, she asks deep questions. This isn't a run-of-the-mill mortgage banking podcast. Get to know professional names, build relationships, and establish a place in the industry.
Jumpstart your momentum towards managerial success with helpful advice from the authorities in your field. The Mortgage Manager Playbook equips listeners with a curated database of everything needed for success in sales and management results in mortgage lending. Learn valuable training methods and strategies to help you and your team go above and beyond.
If your sales team needs training on hiring and lead generation, Pat is here to lend a helping hand. Get your weekly dose of management solutions for your business right here. Don’t forget to subscribe to the show, so you don’t miss an episode. Visit https://mortgagemanagerplaybook.com/ for more information.
Episode 241: Solution-Orientated Loan Officer
Connor Bartley is a Senior Recruiter at loanDepot. Highlights include: walking into the unknown; handshakes to hugs; goals and dreams; get unstuck and “fill your cup”. Connor has been in the recruiting field for over 17 years. Check out Connor’s Blog.
Episode 240: Value-Based Selling: What is Means Today
Nestor Villanueva, AVP of Mortgage Lending at Northwest Federal CU. Highlights include: accepting changed market conditions; building relationships is key; value equation; tangible & intangible values and take action and have a long-term view. Nestor has been in the mortgage industry for over 16 years.
Episode 239: The Rise of the New Loan Officer
Dale Syta, Managing Director, Bellco Home Loans. Highlights include: getting the right people on the bus; back to basics; can’t have placeholders; who knows you and sourcing business has changed. Dale has been in the mortgage industry for over 20 years.
Episode 238: Modern Day Sales Blocking & Tackling
Bill Bodnar, Chief Revenue Officer at Tabrasa, LLC and Chief Market Analyst at Mortgage Market Guide. Highlights include: Loss of “hustle”; AI discussion; advisor of financial market information and the outlook for 2024. Tabrasa, LLC is a SaaS based provider of financial technology.
Episode 237: Launching a Technology Change Strategy
Jennifer Fortier, Principal, at STRATMOR Group. Highlights include: “shiny object” syndrome; drivers & outcomes; rush to buy technology products; automation is key and mock up new workflow. Prior to consulting, she was SVP of an independent mortgage banker where she managed secondary marketing activities and provided oversight of technology investments.
Episode 236: Getting the Green Light for Sales Investment
Nicole Poole, VP Residential Lending at The Police Credit Union, discusses Getting the Green Light for Sales Investment. Highlights include: being relevant is critical; rebuilding the shop; sell equals members’ solutions; engage employees in slower growth and build out your “story”. Nicole has been in the mortgage industry for over 20 years.
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.
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.