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Mortgage Manager Playbook
Mortgage Manager Playbook episodes
- Episode 214: Construction Perm Lending: How to do it the Right Way
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Brent Green, Mortgage Sales Manager-Residential Construction Lending, at Lake Michigan Credit Union talks about Construction Perm Lending: How to do it the Right Way. Highlights include: Ins and outs of builder business; quality of back office is key; knowledge of complex product is important; single note closing and loyal referral source. Brent has been in the mortgage industry for 30 years.
18 min - Episode 213: We Got This!, A Guide to Securing Your Greatest Future
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I interviewed author, Erica Acie who has written a great book, We Got This!, A Guide to Securing Your Greatest Future. Erica has had a long career in financial services and is currently Head of Fulfillment & Closing at Truist. Highlights include: helping other people; change is making a decision; what do you want out of life; don’t be afraid to be bold and failure equals learning. Erica is passionate about personal development and you will enjoy our discussion.
35 min - Episode 212: Selecting Data Vendors for Recruiting: What Really Matters
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Jeff Walton, CEO and Co-Founder of InGenius discusses Selecting Data Vendors for Recruiting: What Really Matters. Highlights include: importance of Trident Mortgage settlement; digital redlining; accuracy is key to data and survival of the fittest. Jeff has been in the industry over 30 years.
19 min - Episode 211: Developing LOs in a Difficult Market
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Jason Hultgren, SVP and Director of Mortgage Sales at UCB talks about Developing Loan Officers in a Difficult Market. Highlights include: building a high performance team; leaner is better; the importance of listen, learn and lead; CRA top priority and getting out of your comfort zone to move the needle. Jason has been in the mortgage industry for over 25 years and you will enjoy his comments.
18 min - Episode 210: Product Diversification in Today’s Volatile Market
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Keith Kemph, President & CEO of BlackFin Group, discusses Product Diversification in Today’s Volatile Market. Highlights include: the importance of specialization in mortgage products; how to lower costs per loan; how to invest in operations/technology for the next cycle and the need for mortgage solutions for baby boomers who will need assisted living support. Keith has been in the business for over 30 years and he recently put out a 15-minute video on reverse mortgages on the BlackFin YouTube Channel. Check it out.
21 min - Episode 209: What Works in Managing in 2023
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Ralph Remy, Director of Client Digital Experience at National MI, discusses What Works in Managing in 2023. Highlights include: back to basics; what type of lender are you; coaching for development; intentional training and training your team to “Think Amazon”. Ralph has over 25 years of experience in leading strategic change and developing successful sales and service teams as it relates to Client Experience and Digital Experience.
24 min - Episode 208: Retaining Top Producers: Strategies that Work
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Gene M. Lugat, EVP of National Production Strategies & Multicultural Lending at PrimeLending, talks about Retaining Top Producers: Strategies that Work. Highlights include: execution on price and product is key; importance of live sales rallies; pricing strategies for FTHB and the hot topics of education and coaching for top producers. Gene has more than 36 years in the industry and has held a wide range of national roles in the MBA. Recently, Gene was recognized as a mortgage trailblazer and was awarded the 2022 HousingWire Vanguard Award.
20 min - Episode 207: Managing Successfully for the Long-term
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Tim Ross, CEO of Ross Mortgage, talks about Managing Successfully for the Long-term. Highlights include: building a fortress balance sheet; the importance of cash; develop a 5-year plan; reduce the friction in the process and the secret sauce of human touch. Tim has been in the mortgage business for 40 years, through good times and difficult times. You will want to hear his thoughts on the outlook for next year and beyond.
28 min - Episode 206: Fannie Mae’s Future Housing Leaders Program
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Jessica Wright, Advisor for the Future Housing Leaders program at Fannie Mae discusses the program. Highlights include: Developing new partnerships with housing finance, real estate, non-profit entities, and colleges and universities to help close the workforce diversity gap. It connects college students from diverse backgrounds to opportunities for paid internships and entry-level jobs in the housing industry. Educated over 1200 interns through FHL summer program in 2022 with 85 employer partners. Jessica has been featured in Mortgage Women Magazine (July 2022 edition) focused on A Diverse Workforce. She has been at Fannie Mae for almost 20 years.
27 min - Episode 205: Selling Training to Management in a Down Market
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Gary Culbreath, VP, Learning and Development, Freedom Mortgage talks about Selling Training to Management in a Down Market. Highlights include: understanding the needs of different stakeholders; the importance of cross training in 2022; identify the potential gaps of learners; how to structure the modules; evaluation of managers and live instruction works best. For over 30 years Gary has been involved in recruiting, training and developing mortgage professionals. You will enjoy Gary’s timely comments.
20 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.