36 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

    • Entrepreneurship
    • 4.5 • 4 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 101: Getting Employees to Adopt Change

    Episode 101: Getting Employees to Adopt Change

    Pat interviews Lisa Schreiber, SVP Non-Agency at NewRez on getting your sales team to adopt a new sales strategy or skill. Highlights include: The Secret Sauce – What makes a manager successful; key practices in managing a new staff; and tactics to help employees adopt change.

    • 16 min
    Episode 102: Making the Jump to Manager

    Episode 102: Making the Jump to Manager

    Pat interviews Richard Custer, Eastern Divisional Manager, Rock Mortgage on making the jump from top producer to manager. Highlights include: The Secret Sauce in managing; does micro-managing work; and making the jump to management.

    • 16 min
    Episode 103: Creating a Positive Environment

    Episode 103: Creating a Positive Environment

    Pat interviews Malcolm Hollensteiner, Head of Mortgage Production, Sandy Spring Bank on creating a positive environment. Highlights include: Key hurdles for top producers; creating a positive environment; and the best way to work with an existing team.

    • 18 min
    Episode 104: What to Know Before Becoming a Manager

    Episode 104: What to Know Before Becoming a Manager

    Pat interviews Pat Casey, EVP, Fulton Mortgage Company. Highlights include the importance of developing leadership skills; the value of mentoring; and hiring for cultural fit.

    • 21 min
    Episode 105: Empowering Your Sales Staff

    Episode 105: Empowering Your Sales Staff

    Pat interviews Mike Mulwani, Director of Mortgage, First International Bank & Trust. Highlights include the best sales team engagement strategy; building team consensus; and using a fact-based approach to maintain integrity and credibility.

    • 18 min
    Episode 106: Having an Effective Sales Meeting

    Episode 106: Having an Effective Sales Meeting

    Pat interviews Carol Toren, President, CLT Consulting Group. Highlights include key practices to optimize meeting time; handling in-person and remote meetings; and keeping participants engaged and on track.

    • 19 min

Customer Reviews

4.5 out of 5
4 Ratings

4 Ratings

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.

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