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Hosted by Unknown Host · 🇺🇸 US · EN · 228 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 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.
Unknown Host hosts Mortgage Manager Playbook, a business show with 228 episodes published.
Dustin Gray, Founder & CEO, Homeowners.ai . Key Highlights: 80% of borrowers forget their loan officer within 3-6 months-Why?; birthday cards and drip emails are not retention; your database is bigger than closed loans;
Joe Camerieri, SVP, Sales & Strategy, Lenders One. Key Highlights: AI isn’t the magic bullet---lenders are aiming at the wrong target; the real cost savings live behind the scenes; real estate ecosystems are shifting fas
Dustin Owen, Creator & Host of The Loan Officer Podcast (TLOP) . Key Highlights: mortgage industry lacks true business management discipline; developing new talent is underutilized; broker channel is gaining energy becau
Molly Dean, SVP of Production , Leader One Financial. Key Highlights: top producers don’t want to be left alone—they want meaningful support; respect matters more than special treatment; retention isn’t just about compen
Rebecca Costanzo, Director, Mortgage Originations at United Community Bank. Key Highlights: high-performing teams ae built through coaching; emotional intelligence is a revenue driver; manage behaviors before you measure
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
Mark Stiving
Ph.D. in pricing from U.C. Berkeley · Impact Pricing
1 appearance on this show
Rick Sharga
CEO · CJ Patrick Company
1 appearance on this show
Dustin Gray
Homeowners.ai
1 appearance on this show
Molly Dean
Leader One Financial
1 appearance on this show
Rebecca Costanzo
United Community Bank
1 appearance on this show
John Owens
Corporate Cure
1 appearance on this show
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Mortgage Manager Playbook is hosted by Unknown Host. The show is categorised under Business and has published 228 episodes.
Mortgage Manager Playbook has published 228 episodes.
Mortgage Manager Playbook regularly covers Business. It sits in the Business category.
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Episodes of Mortgage Manager Playbook average 30 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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