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Mortgage Manager Playbook
Mortgage Manager Playbook episodes
- Episode 224: Is Your Current Business Model Sustainable?
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Jim Deitch CPA,CMB, Co-Founder and CEO of Teraverde discusses Is Your Current Business Model Sustainable? Highlights include: robust purchase money opportunity; sustainability is operating profitability in good and bad markets; long-term housing outlook is strong and developing personnel is key. Jim is described as a serial entrepreneur, having founded over a dozen successful businesses. Most recently, he co-founded Teraverde to serve the financial services industry. He is also author of three #1 Best Selling Amazon New Releases: “Digitally Transforming the Mortgage Banking Industry", “Strategically Transforming the Mortgage Banking Industry” and “Disruptive Fintech”, released in 2018, 2019 and 2020 respectively.26 min - Episode 223: Using Facebook to Generate a LO’s Personal Brand
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Pat interviews Marlene Schwoyer, EVP/Regional Sales Manager at Fulton Mortgage Co. on Using Facebook to Generate a LO’s Personal Brand. Highlights include: always take the high road with business partners and consumers; importance of sales activities; one hour many touches and just be active. Marlene has over 35 years’ experience in the mortgage industry.22 min - Episode 222: Freddie Mac: Mortgage Ready Report
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Cindy Waldron, VP, Research & Analytics in the Single-Family Client & Community Engagement at Freddie Mac talks about the Mortgage Ready Report. Highlights include: Mortgage Ready is a large opportunity; first-time-homebuyers affordability map; downpayment challenges; new downpayment solutions and borrowers Smart Access. Cindy has over 25 years of experience in the mortgage and financial services industries.26 min - Episode 221: Affordable Housing & Real Estate Professionals
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Carmen Mercado, Director, Single Family Mission and Community Engagement at Freddie Mac discusses Affordable Housing and Real Estate Professionals. Highlights include: changing demographics is great opportunity; millenniums are most diverse group; realtors as trusted experts; rethink how to do business and housing counseling partnership. Prior to joining Freddie Mac, Carmen was a real estate agent, broker manager and trainer. She was featured by Housing Wire as one of the “25 Most Influential Women in the Housing Economy”.33 min - Episode 220: Improv and Selling!
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Kurt Blumthal, VP and Senior Mortgage Banker at Ameris Bank talks about Improv and Selling!. Highlights include: cyclical amnesia; buyers uncertainty; “love this house but”; back to basics and Yes And. Kurt has been a sales leader and top producer for over 25 years. He recently joined an improv group and he shares how improv has made him a better originator and leader.36 min - Episode 219: Digital Transformation in Coaching
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Adal Bisharat, CEO of GoalKloud discusses Digital Transformation in Coaching. Adal talks about goal management technology for the mortgage industry. Highlights include: sales is a formula with critical steps; peer accountability; scoreboard and gamification and accountability partner in coaching. Over the past 25 years, Adal has been an innovator in the area of strategy execution and productivity breakthroughs in the mortgage industry.24 min - Episode 218: Growth in a Down Market
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Jeff Scheuren, President and COO of Fulton Mortgage Co. discusses Growth in a Down Market. Highlights include: emphasis on referral sources and construction perm; focus on Realtor relationships and partnering; loan officers' sales plan and upselling skills and team relationships. Jeff has spent over 30 years in the mortgage industry.
19 min - Episode 217: Trends in Affordable Housing
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Teresa Bazemore, President & CEO of the Federal Home Loan Bank of SF discusses Trends in Affordable Housing. Highlights include: housing supply issue; downpayment assistance programs; financial literacy; new pilot programs and old evaluations are relevant for today’s market. Teresa has more than 25 years of experience as a senior executive in the mortgage banking field that includes building both mortgage insurance and services businesses. She also serves on the Board of Directors of T. Rowe Price Funds and First Industrial Realty Trust.
25 min - Episode 216: How Leadership has Changed over the Last Decade
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Ellie Fogle, Sr. VP and Divisional Sales Manager at Truist talks about How Leadership has Changed over the Last Decade. Highlights include: lead to inspire action; action trumps everything; pivot to positive; sharp shifts to digital information world and mastering inquiry. Ellie has been in the mortgage industry for over 30+ years.
21 min - Episode 215: Trends in the Affordable Housing Marketplace
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Marcia Griffin, CEO/Founder of HomeFree-USA talks about the Trends in the Affordable Housing Marketplace. Highlights include: partnerships will drive diverse lending; consumers need a Mortgage Achievement Plan; fear of the credit report; pilot programs are critical and the need for community based organizations. For nearly 40 years, Marcia Griffin has been on a mission to strengthen people of color, elevate partners, and enhance communities across America.
48 min
About Mortgage Manager Playbook
From the publisher's feed
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.