69 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 169: Leading Sales into a New Digital Reality

    Episode 169: Leading Sales into a New Digital Reality

    Randell Gillespie, EVP, National Production Manager at Thrive Mortgage talks about Leading Sales into a New Digital Reality. Highlights include: building customer relationships; scorecard of technology usage; customers want a bigger experience and a culture of learning and growing—hungry, humble and smart. Randell has been in the mortgage industry for over 20 years and you will enjoy hearing his thoughts on the New Digital Reality.

    • 19 min
    Episode 168: Relationship-based vs Transactional LOs

    Episode 168: Relationship-based vs Transactional LOs

    Karen Blakeslee, EVP, East Division Manager at PrimeLending discusses Relationship-based vs Transactional Loan Officers. Highlights include: buying leads vs referral sources; how technology can help; no short cuts to relationship building and using text and video messaging. Karen has been in the mortgage industry for over 18 years after having been a math teacher. You will enjoy hearing her insights on planning your business for the future.

    • 18 min
    Episode 167: Installing a Permanent Hybrid Working Environment

    Episode 167: Installing a Permanent Hybrid Working Environment

    Eric Burgoon, Chief Lending Officer, Lake Michigan Credit Union talks about Installing a Permanent Hybrid Working Environment. Highlights include: why install hybrid working; how was hybrid working implemented; what were the goals and standards established and what are the results so far. Eric has been in the mortgage industry for 18 years and you will enjoy listening to this very timely topic.

    • 20 min
    Episode 166: Preparing for Lower Volume in Consumer Direct

    Episode 166: Preparing for Lower Volume in Consumer Direct

    Jared Maxwell, Consumer Direct Sales Division Leader & VP, Embrace Home Loans discusses Preparing for Lower Volumes in Consumer Direct. Highlights include: emphasize talent selection; follow up is key with consumers; connecting with your purpose; define your strategy and focus on the basics. Jared has been in the mortgage industry for 19 years and you will learn some key pointers to navigate the environment.

    • 18 min
    Episode 165: Selling to Top Realtors: What works in today’s marketplace

    Episode 165: Selling to Top Realtors: What works in today’s marketplace

    Steve Capen, Real Estate Agent and Licensed Mortgage Broker at Keller William Realty talks about Selling to Top Realtors: What works in today’s marketplace. Highlights include: setting expectations correctly; no surprises is key; give great service; develop better relationships with listing agents and get referrals from best realtors. With Steve being both a real estate agent and mortgage broker, he provides an unique perspective on today’s housing and mortgage markets.

    • 18 min
    Episode 164: Increasing Diversity, Equity & Inclusion

    Episode 164: Increasing Diversity, Equity & Inclusion

    Paul Gigliotti, COO of Pinnacle Home Loans and CEO & Co-Founder of Axis Lending Academy discusses Increasing Diversity, Equity and Inclusion at your Mortgage Company. Highlights include: diverse workforce generates diverse production; trend is to deepen relationships with technology; connection economy and thinking outside the box is critical in this ever changing environment. You will enjoy listening to Paul talk about his program for diverse learners to be educated and equipped for operations roles in the mortgage and lending industry.

    • 19 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.

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