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Mortgage Manager Playbook
Mortgage Manager Playbook episodes
- Episode 204: Trident Mortgage Settlement Case
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David Stein, Partner at Taft, Stettinius & Hollister discusses the Trident Mortgage Settlement Case. Highlights include: proactive steps a lender can take; evaluate office locations; affirmative employee work force; affirmative advertising and conduct fair lending analysis. David’s firm maintains a national practice in Banking and Consumer Financial Services. For nearly 20 years, David was general counsel for a top fifty lender.
29 min - Episode 203: Using Data to Increase Minority Applications
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Lyubomira Buresch CMB, Founder & CEO, Polygon Research talks about Using Data to Increase Minority Applications. Highlights include: using data to provide market insights for better decision-making; HMDA – American Community Survey; corporate culture matters on how data is used; “Social Index”-Fannie Mae and the potential is large for Mortgage Ready borrowers. Lyubomira has over 20 year experience in providing analytics to the financial services industry, most recently with KPMG, BofA and Citibank.
29 min - Episode 202: Whole Loan Trading: How it Can Help in Difficult Markets
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John Roberts, Co-Founder & Chief Executive Officer, Edge Tradeworks discusses Whole Loan Trading: How it Can Help in Difficult Markets. Highlights include: selling to agencies can be expensive and whole loan trading can be a better alternative; buy and sell loans with transparency and negotiate directly and receive loan prices backed by data and analytics. Throughout his career, John worked with some of the industry’s most well-respected organizations including roles as Managing Director at Barclays Capital, Head of Trading in Fixed Income Emerging Markets at Lehman Brothers, and at J.P. Morgan & Co, Inc. where he served as Head of all Fixed Income Trading and Co-Head of Research for J.P. Morgan Securities in London.
26 min - Episode 201: Today’s Three Mortgage Wars: Pricing, Traditional & Virtual
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Jeffery Stanton, SVP, Strategic Growth at Guaranteed Rate discusses Today’s Three Mortgage Wars: Pricing, Traditional and Virtual. Highlights include: invent your own market; have a personal spin; importance of understanding your products; know three to five things and go deep and box lunch meet ups. Jeff has been in the Retail Mortgage industry for more than 25 years and has held positions as a Retail Loan Officer, Sales Manager, Broker-Owner and SVP- S&D channel.
20 min - Episode 200: The 3 Minute Rule: Say Less to Get More from Any Pitch or Presentation
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I interviewed Brant Pinvidic, Author, of the book The 3 Minute Rule: Say Less to Get More from Any Pitch or Presentation (Portfolio, 256 pp, Available on Amazon). I think it is one of the most important business books written and I highly recommend it. Brant is sharing a step by step guide on how to influence and present an idea or service to a prospect or client in 3 minutes. Brant has a highly successful career as a Hollywood producer who has sold more than 300 TV shows and movies. He’s had hits such as Biggest Loser & Extreme Makeover. Brant is the master of the sales pitch and you learn some insightful tips.
38 min - Episode 199: 2023: Trends and Solutions
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David Lykken, President and Founder, Transformational Mortgage Solutions talks about 2023: Trends and Solutions. Highlights include: seven keys to success; be a true professional; importance of developing personnel; the need for right-sizing and identify your strengths and execute on it. David has been in the mortgage industry for over 40 years and you will enjoy listening to David talk about productivity, recruiting and prospecting. Check out David’s weekly podcast, Lykken On Lending.
29 min - Episode 198: Top Producer’s Game Plan
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Todd Gosden, Senior Loan Officer at Compass Mortgage discusses Top Producer’s Game Plan: Long-term Success in Mortgage Origination. Highlights include: focus on habits; activities matter; partnership vs participate: Big Difference; strive for excellence every day and making a “deposit” every day. You will learn how he and his team provide the highest caliber of service to their clients. Todd has over 20 years of experience in business development and leading his own team of mortgage professionals.
32 min - Episode 197: Top Producer’s Game Plan
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Michael Borodinsky, VP and Branch Manager, Caliber Home Loans talks about a Top Producer’s Game Plan. Highlights include: the importance of developing personal relationships with realtors; value of marketing every day; being active in local groups; the number of calls needed to make each day and keys to long term success. Over the last 35 years, Michael has been ranked among the top producers nationwide and he has funded over $5B in individual home loans to over 12,000 homeowners. You will enjoy listening to Michael’s insights.
38 min - Episode 196: The Value of In-house Counsel and How to Evaluate Outside Counsel
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Kim Coleman, Associate General Counsel at Primary Residential Mortgage talks about The Value of In-house Counsel and How to Evaluate Outside Counsel. Kim has been an attorney for over 10 years and you will enjoy her insights.
18 min - Episode 195: Building your own Bot
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Ryan Todd, EVP Capital Markets at Integrity Home Mortgage talks about Building your own Bot. Highlights include: what is a bot; what tasks are perfect for bots; what activities should humans be working on; how is productivity improved and the importance of cross-training your personnel. Ryan has spent the past 20 years primarily in capital markets. He is owner of Capital Markets Consultant which specializes in capital markets departments buildouts and audits. You will enjoy listening to Ryan’s insightful comments on this timely topic of bots.
21 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.