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Mortgage Manager Playbook
Mortgage Manager Playbook episodes
- Episode 184: Real Estate Agents & Loan Officers: Relationship Building
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Edward Jacuinde, CEO & Founder of Edward Jacuinde Real Estate discusses Real Estate Agents & Loan Officers: Relationship Building. Edward was a loan officer, real estate agent and now owns his own real estate brokerage firm in Corona del Mar, CA. Edward shares his thoughts on how to increase referral sources for LOs, what do real estate agents want from loan officers and what type of communications should loan officers provide to real estate agents. Edward has a very unique background and you will enjoy listening to his tips on relationship building.
29 min - Episode 183: Crypto Markets and Mortgages
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Dan Habib, EVP and one of the founders of MBS Highway talks about Crypto Markets and Mortgages. Dan provides an excellent primer on Crypto Markets—what they are, how are they used, and how they could be used in the mortgage marketplace. Dan was just honored by National Mortgage Professional Magazine by being named one of the top 40 under 40 mortgage professionals in the country. You will enjoy listening to Dan discuss this exciting topic.
35 min - Episode 183: Revenue Replacement StrategiesRalph Armenta, SVP Enterprise Sales at Computershare Loan Services discusses Revenue Replacement Strategies. Highlights include: delinquency and foreclosures are rising; refinance lending is declining; and a need for replacement strategy: home equity is perfect product as a correspondent program. Ralph has been in the mortgage industry for over 30+ years and he is an adjunct professor at State University of NY. Ralph provides a timely discussion on how to replace lost refinance revenue in today’s marketplace.24 min
- Episode 182: Renovation Lending: What’s it all about?
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Ed Rogers, Manager, Consumer Solutions/SME at Built Technologies talks about Renovation Lending: What’s it all about? Highlights include: lender differentiation; more than fixer-upper lending; underutilized product—it’s not harder just different and it’s a $25-$40 billion market. Ed has over 25 years of experience in all aspects of residential construction and renovation lending. You will enjoy listening to Ed’s discussion on this timely topic.
21 min - Episode 181: Emerging Trends in 2022 and the Future Outlook
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Justin Demola, President of Lenders One discusses Emerging Trends in 2022 and the Future Outlook. Highlights include: be aware of where you are in the mortgage cycle; the importance of pivoting fast; more efficiency is critical and technology vs human touch in mortgage. Justin has been in the mortgage industry for over 20 years and is currently a Board Member for the MBA of NJ. Justin has insightful thoughts on the outlook for the mortgage industry in the future.
20 min - Episode 180: Realtors & Loan Officers: Best Working Relationships
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Greg Decristofaro is currently Business Development Manager at Homebridge Financial. Greg was a top producing real estate agent and national trainer for Keller Williams for many years. He has seen all sides of real estate and mortgage lending. He gives us his thoughts on what makes a successful working relationship between a real estate agent and a loan officer. You will enjoy his candid comments.
32 min - Episode 179: Trends in Non-QM: Why it isn’t Subprime 2.0
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Tom Hutchens, EVP of Production at Angel Oak Mortgage Solutions discusses Trends in Non-QM: Why it isn’t Subprime 2.0. Highlights include: finding good people and maintaining culture; listening is key; “servant” mentality; profile self-employed; role of technology and the importance of having “skin in the game”. Tom has been in the industry for over 20 years in such areas as mortgage, appraisal and real estate. Tom has some very insightful comments about the non-conforming segment of the mortgage industry.
20 min - Episode 178: Working Together: Loan Officers and Real Estate Agents
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Pat Aritz has been a top producer in the real estate business since 2013 and is currently with Realty Executives in Arizona. Pat spent over 40 years in the mortgage banking industry. Pat discusses what’s it like being a real estate agent and how to develop successful relationships with loan officers.
35 min - Episode 177: How Loan Officers can develop a Successful Working Relationship with Real Estate Agents
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Aubri Holler is currently a Real Estate Agent with Fathom Realty after having her own mortgage title business for over 20 years. Aubri talks about being a real estate agent and how to develop a good business relationship with a loan officer.
33 min - Episode 176: What Types of Social Media Marketing should LOs do in 2022?
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Shondell Varcianna, CEO & Founder of Varci Media talks about What Types of Social Media Marketing should LOs do in 2022? Highlights include: go where your customers are; importance of customization; what is the art of snippets and repurposing and the magic number 750 for Blogs. Shondell has been in financial services for over 20 years with Bank of Montreal and Canada Mortgage and Housing and the last seven of those years with her own social media firm, Varci Media located in Atlanta, GA. With social media marketing gaining such prominence, you will enjoy Shondell’s insights on this very timely topic.
22 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.