Hosted by Pat Sherlock · 🇺🇸 US · EN · 223 episodes
Established thought leaders with verified media credentials.
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 t
Pat Sherlock hosts Mortgage Manager Playbook, a business show with 223 episodes published.
Eric Mitchell, Chief Revenue Officer , NEXA Mortgage. Key Highlights include: AI is no longer optional; your CRM is the foundation; coaching accelerates success; implementation beats information; and accountability creat
Pat interviewed Ryan Todd, Chief Capital Markets Officer, V.I.P. Mortgage . Key Highlights: fix the process before buying more technology; measure ROI, not vendor features; root cause analysis comes before automation; an
Brian Koss, Regional Manager, Movement Mortgage. Key Highlights: 80% of borrowers forget their loan officer within 2-3 years; generic drip campaigns are dead; your database is either an annuity or a graveyard; and the be
Jay Promisco, CEO, GO Mortgage . Key Highlights: the old mortgage model is dying; AI won’t fix a broken company; the loan officer of the future is an influencer and relationship builder; the next cycle will reward profit
Tom Finnegan, Principal, Stratmor Group. Key highlights: secret shopping reveals the real customer experience; lack of follow-up is a key problem; too many LOs are order takers instead of consultants; speed matters; and
Dave Savage, Chief Growth Officer, TrustEngine & Founder, Mortgage Coach. Key Highlights: the game has shifted from transactional to advisory; consistency separates the Top 1%; prospecting wins before Noon; technology ad
Stephen Moye, Producing Sales Mgr/Sr. Loan Officer, New American Funding. Key Highlights include: ownership is often given without readiness; production skill does not equal operational leadership; ownership is a trade-o
Jay Crowell, President, National Retail Division, Cornerstone Home Lending . Key Highlights: mission over money drives long-term success; the future belongs to human value, not just information; high performers are ruthl
Eric Mitchell, Chief Revenue Officer , NEXA Mortgage. Key Highlights include: change is no longer optional; top talent leaving is the #1 warning sign of a failing organization; learning equals value; the problem isn’t kn
Paul Wyner, Chief Solutions Officer, Revolution Mortgage . Key Highlights include: AI in mortgage is an evolution—not a replacement; the biggest shift is from tools to orchestration; lack of adoption is the real risk; AI
Pat Polson, SVP, Div. Sales Mgr for NC/VA/TX. Key highlights: retention starts in recruiting, not after the hire; managers must uncover a candidate’s real “why”; day one onboarding must create a “wow” experience; retenti
Mike Cush, VP of Purchase Strategy, AmeriSave. Key Highlights: removing friction must start with the consumer, not the lender; too much tech is built to help the lender, not improve the customer experience; AI should sim
LaTasha, President, NFM Lending. As a lawyer (and a mom of five), LaTasha wanted to write something for her children about making wise decisions , then expanded it into a creative way to teach financial literacy . Key hi
John Owens, CEO Primis Mortgage Co. and author. Key highlights include: culture drives long-term success; leadership begins with self-awareness; core values must be authentic and actionable; culture determines performanc
Brad Blumberg, Co-Founder, Aster Key. Key highlights: Trust is the new currency; Consumer Data is treated as “owned” by institutions—and that’s the core problem; Legacy systems are the biggest security liability; Putting
Dave Savage , Chief Growth Officer, TrustEngine & Founder, Mortgage Coach . Highlights include: real competitive edge comes from identifying and addressing consumer needs—even before the consumer is fully aware they have
Dave Savage , Chief Growth Officer, TrustEngine & Founder of Mortgage Coach. Highlights include: discussion of transactional training vs advisory model; the trap of price and rate thinking; leadership’s role; the LO as w
Rich Weidel, CEO, Princeton Mortgage . Highlights include: industry profitability challenges; misalignment across the organization; productivity as the key driver of cost; cultural and leadership issues and path forward:
Randell Gillespie, President , LeaderOne Financial . Highlights include: true sales entrepreneurship requires initiative, risk and ownership; avoid the “herd mentality”; managers must foster a “retailpreneur” culture; le
Bernard Nossuli, COO, iEmergent . Highlights include: minority homebuyers will drive future growth; denial rates are higher for diverse borrowers; data-driven targeting is the new competitive advantage; most lenders lack
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Mortgage Manager Playbook is hosted by Pat Sherlock. The show is categorised under business and has published 223 episodes.
Mortgage Manager Playbook has published 223 episodes.
Mortgage Manager Playbook regularly covers business. It sits in the business category.
Mortgage Manager Playbook is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Mortgage Manager Playbook hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Mortgage Manager Playbook average 28 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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