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Mortgage Manager Playbook
Mortgage Manager Playbook episodes
- Episode 165: Selling to Top Realtors: What works in today’s marketplace
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Steve Capen, Real Estate Agent and Licensed Mortgage Broker at Keller William Realty talks about Selling to Top Realtors: What works in today’s marketplace. Highlights include: setting expectations correctly; no surprises is key; give great service; develop better relationships with listing agents and get referrals from best realtors. With Steve being both a real estate agent and mortgage broker, he provides an unique perspective on today’s housing and mortgage markets.
19 min - Episode 164: Increasing Diversity, Equity & Inclusion
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Paul Gigliotti, COO of Pinnacle Home Loans and CEO & Co-Founder of Axis Lending Academy discusses Increasing Diversity, Equity and Inclusion at your Mortgage Company. Highlights include: diverse workforce generates diverse production; trend is to deepen relationships with technology; connection economy and thinking outside the box is critical in this ever changing environment. You will enjoy listening to Paul talk about his program for diverse learners to be educated and equipped for operations roles in the mortgage and lending industry.
20 min - Episode 163: Future of Consumer Lending: 10 years from Now
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S.A. Ibrahim, retired CEO at Radian and GreenPoint Mortgage, talks about the Future of Consumer Lending: 10 Years from Now. Highlights include: the importance of embracing change internally and externally; greater control by consumer is a big change; consumers want best offer and easy access and companies need to think like their borrower. S.A. has over 40+ years leadership experience in fintech sectors. He currently is advisor and angel investor focused on socially responsible tech startups. You will enjoy S.A.’s insightful comments about the future.
22 min - Episode 162: Rethinking Hiring Experienced Originators: Start a Rookie Program
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Kevin Neely, East Coast Sales Manager for GoPrime Mortgage, discusses his views on Rethinking Hiring Experienced Originators: Start a Rookie Program. Highlights include: the switch to purchase money; bring “new blood” to industry; processor assistant program and attitude and aptitude hiring. Kevin has been in the mortgage industry for over 10 years and you will learn some interesting tips on hiring.
19 min - Episode 161: Building a Purchase Business with Realtors
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John Marshall, President and CEO of Home ASAP, a Facebook Marketing firm for Realtors interviewed Pat Sherlock on Building a Purchase Business with Realtors. Pat discussed trends in mortgage banking including strategies lenders are doing in a hot real estate market with multiple bids for residential properties and best practices of top producers in developing business with Realtors.
39 min - Episode 160: Hiring Virtually
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Frank DiMaio, SVP, Director of Sales/Marketing at Univest on Hiring Virtually. Highlights include: importance of involved leadership; targeted approach—look for strategic match; make connections through LI, social media and texts; and holistic recruiting approach. Prior to Univest, Frank was with Wells Fargo and GMAC. Frank has been in the mortgage industry for over 20 years and you will learn some insightful tips on Hiring Virtually.
22 min - Episode 159: Finding Relevance for Yourself
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Andy Voyles, VP Area Manager at Bank of England Mortgage discusses Finding Relevance for Yourself. Highlights include: embracing a hybrid working model; decision made to move down the corporate ladder; enjoyment of working day to day with staff and deciding what you like and don’t like. Andy has been in the mortgage industry for over 20 years in many senior level positions. He now is taking a different path. You will enjoy listening to Andy tell you about his journey in making this new decision.
20 min - Episode 158: Best Practices for Managers in Delegating to their Staf
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Taylor Stork, COO, at Developer’s Mortgage Company discusses the Best Practices for Managers in Delegating to their Staff. Highlights include: Assigning responsibilities with authority and ownership; work flow and human capital issues; coach and develop other people and key to delegation is teach back. You will enjoy listening to Taylor share is personal story and how he used delegation.
22 min - Episode 157: Lead Generation for Consumer Direct
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Daniela Bigalli, SVP, Sales and Marketing at Homestead Funding Corp. talks about Lead Generation for Consumer Direct. Highlights include: review asset allocation; try smaller testing pilots; the importance of being in front of client first; speed to contact and team must believe in strategic mission. Daniela has been in the mortgage industry for 18 years and you will enjoying her very insightful comments on lead generation.
18 min - Episode 156: Managing Culture in a Remote Working World
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Cindy Tomcak, Consultant/Coach at Make Every Conversation Count, talks about Managing Culture in a Remote Working World. Highlights include: personal development: how to develop me as a person; be able to pivot; how to manage hybrid working; employee value proposition and culture of collaboration engagement. Cindy has work in the mortgage industry for over 30 years and you will enjoy listening to her thoughts on culture.
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.