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Mortgage Manager Playbook
Mortgage Manager Playbook episodes
- Episode 175: Identifying Talent & Setting them up for Success
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Stacey Harding, Executive VP at Cherry Creek Mortgage talks about Identifying Talent & Setting them up for Success. Highlights include: due diligence and discovery process when interviewing must be deep; job fit is key; repeat vision monthly; long game strategy and no short cuts and zoom world of recruiting. Stacey has been in the mortgage business for over 30 years and he shares his views on how a company’s hires determine what your company will be in the future.
22 min - Episode 174: Why Differentiation Matters in Mortgage Sales
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Scott Johnson, Divisional Executive at Homebridge Financial Services, discusses Why Differentiation Matters in Mortgage Sales. Highlights include: get out and talk to people; leverage the data and target the right people; value proposition is key and recruit talent that fits your culture. Scott has been in the mortgage business for over 30 years and you will enjoy his insightful comments. Also, check out Honor Connor, a nonprofit which focuses on Mental Health—Addiction and Suicide.
19 min - Episode 173: How Processors can become the next Loan Officers
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Beth Eller, VP of Mortgage Lending at Truliant Federal CU discusses How Processors can become the next Loan Officers. Highlights include: the importance of timing and speed of deals; quality of service; adapting to change; the need for people skills and a future career path. Beth has been in the mortgage industry for over 20 years starting out as a processor, moving to a loan officer position, and then into management. You will enjoy listening to her thoughts on these key positions as we begin the new year 2022.
21 min - Episode 172: Credit Repair: What is it?
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Jeffrey Walker, CEO & Co-Founder at CredEvolv on Credit Repair: What is it? Highlights include: rapid rescore is not the best solution; HUD Certified Counseling; turning a turndown into a Yes; the importance of offering a path forward and credit well-being for life. Jeff has been in the mortgage business for over 30 years with such companies as Fannie Mae, Freddie Mac, Wells Fargo, Citi and SunTrust (now Truist). You will enjoy listening to Jeff’s comments on this timely topic that is not well understood.
27 min - Episode 171: Top 3 Emerging Trends for 2022
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Kurt Reisig, Chairman & Founder, American Pacific Mortgage discusses the Top 3 Emerging Trends for 2022. Highlights include: the importance of pivoting during different market conditions; first customer is branch manager; it is always about the people, scale matters and building trust and embracing technology. Kurt has been in the mortgage industry for over 30 years and as 2022 approaches, he offers some very insightful thoughts on the trends he sees impacting the mortgage industry.
31 min - Episode 170: Reputation Management: How to Ensure a Positive Reputation in 2022
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AJ Franchi, President & COO, Gold Star Mortgage Financial, talks about Reputation Management: How to Ensure a Positive Reputation in 2022. Highlights include: building relationships with investors; focus on customer experience; pick a platform to tell your story and thoughts on Net Promoter Score. AJ has been in the mortgage industry for over 13 years and he offers some important tips on Reputation Management.
23 min - Episode 169: Leading Sales into a New Digital Reality
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Randell Gillespie, EVP, National Production Manager at Thrive Mortgage talks about Leading Sales into a New Digital Reality. Highlights include: building customer relationships; scorecard of technology usage; customers want a bigger experience and a culture of learning and growing—hungry, humble and smart. Randell has been in the mortgage industry for over 20 years and you will enjoy hearing his thoughts on the New Digital Reality.
20 min - Episode 168: Relationship-based vs Transactional LOs
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Karen Blakeslee, EVP, East Division Manager at PrimeLending discusses Relationship-based vs Transactional Loan Officers. Highlights include: buying leads vs referral sources; how technology can help; no short cuts to relationship building and using text and video messaging. Karen has been in the mortgage industry for over 18 years after having been a math teacher. You will enjoy hearing her insights on planning your business for the future.
19 min - Episode 167: Installing a Permanent Hybrid Working Environment
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Eric Burgoon, Chief Lending Officer, Lake Michigan Credit Union talks about Installing a Permanent Hybrid Working Environment. Highlights include: why install hybrid working; how was hybrid working implemented; what were the goals and standards established and what are the results so far. Eric has been in the mortgage industry for 18 years and you will enjoy listening to this very timely topic.
21 min - Episode 166: Preparing for Lower Volume in Consumer Direct
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Jared Maxwell, Consumer Direct Sales Division Leader & VP, Embrace Home Loans discusses Preparing for Lower Volumes in Consumer Direct. Highlights include: emphasize talent selection; follow up is key with consumers; connecting with your purpose; define your strategy and focus on the basics. Jared has been in the mortgage industry for 19 years and you will learn some key pointers to navigate the environment.
19 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.