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Mortgage Manager Playbook
Mortgage Manager Playbook episodes
- Episode 234: New Trends in MSR
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David Burruss is MSR Sales Director at Mortgage Capital Trading (MCT). Highlights include: current MSR trends; assumptions matter to regulators; three guardrails; rise of smaller transactions and the Wall Street buyer. David is a top sales and marketing executive with a proven track record of outstanding accomplishment in the mortgage industry for over 25 years.24 min - Episode 233: How to Sell More Cars
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Terry Lancaster is author of How to Sell More Cars. One of Terry’s key points is that social media is not an advertising platform but it is actually a communication and connectivity platform like the telephone. Highlights of the Deep Dive interview are: develop your own tribe; who knows you—be known before found; easier the sale the more profitable and AI is changing everything. Terry has authored three #1 best-selling books: BETTER! Self Help for the Rest of Us, How to Sell More Cars, and Unstuck. He is a contributing writer for Forbes and he has been a featured speaker at TedX, The National Association of Broadcasters, and the National Automobile Dealers Association.40 min - Episode 232: Personalization and Marketing Success
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John Seroka, President, Seroka Brand Development. Highlights include: trust factor is key; segment emails by needs and pain points; consistent uncanned approach; use of data to segment and do more with less in today’s marketplace. With over 20 years’ experience, John’s company focuses on marketing, digital marketing, social media and and public relations for the mortgage and real estate industries. John was a former mortgage loan originator and past Chair of the California MBA Mortgage Innovation Committee.19 min - Episode 231: Making Sales Investments
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Stephanie McGuire, SVP of Lending at AmeriCU. Highlights include: right staff is key; test and verify; investment in your people makes the biggest difference; having partners who align is critical and turn and pull-through is a key measurement. Stephanie has been in the mortgage industry for over 30 years.20 min - Episode 230: Getting Out of Your Comfort Zone
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Andrew Clarkson CMB, VP National Mortgage Production at UnitedFedCU, talks about Getting Out of Your Comfort Zone. Highlights include: WINS-what is important now; key is time blocking; “Hunters” market; get an accountability partner and identify strengths and what you can change. Andrew has been in the mortgage industry for over 15 years.21 min - Episode 229: Helping Realtors Do More Business
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Marty Garrity, President of Coast One Mortgage LLC, talks about Helping Realtors Do More Business. Highlights include: vision and activities matter; don’t ignore top producers; importance of performance management and personal relationships matter—work, work, work. Marty has had long successful career in the mortgage business for over 30 years.21 min - Episode 228: Developing a Successful Sales Process
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Adam Neft, Sales Manager at Go Mortgage discusses Developing a Successful Sales Process. Highlights include: keeping team motivated; reputation matters today; repeatable process is key; sales sequence is organized and consistent and if it doesn’t work—Change It. Adam has been in the mortgage industry since 2012 and has held roles ranging from loan officer to sales trainer to branch manager.24 min - Episode 227: Getting LOs to go Digital
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David Ocasio Ross, AVP Mortgage Sales at AmeriCU talks about Getting LOs to go Digital. Highlights include: start small; why resist: why not try; videos work when I don’t and shared videos are key. David has over a decade of experience in Sales, Management and Business Development. He joined AmeriCU in May of 2022 to lead their mortgage sales team.19 min - Episode 226: Developing the Next Generation of Leadership Skills
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Brian Morley, SVP and Director of Sales and Marketing at Fulton Mortgage discusses Developing the Next Generation of Leadership Skills. Highlights include: servant leadership; creating value today; opportunistic market; “herding cats” and why do you want to manage. Brian has spent over 18 years with The Columbia Bank and Fulton Mortgage Company. Brian has spent over 18 years with The Columbia Bank and Fulton Mortgage Company overseeing the development and execution of strategic initiatives to help promote growth and retention.22 min - Episode 225: Succeeding in a New World of Mortgage Finance
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Jess Lederman, Editor, The Mortgage Professional’s Handbook: Succeeding in a New World of Mortgage Finance talks about his recent book. Highlights include: near term opportunity is irresistible; volatility commandos; alternative strategies; paranoia reigns and cash is king. Jess is an icon in the mortgage industry and started four national mortgage companies. The Handbook has raised over $160,000 for the ALS, The MBA Foundation's Open Doors program and MYHouse. The Handbook is available at www.mortgagebanking2020.com. Use Coupon code: QFS.33 min
About Mortgage Manager Playbook
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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.