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Mortgage Manager Playbook
Mortgage Manager Playbook episodes
- Episode 145: Explaining Loan Pricing to Originators
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Deb Jones, SVP Director of Capital Markets, at Citizens Bank talks about Explaining Loan Pricing to Originators. Highlights include: transparent pricing policies; two types of loan officers; transactional business; market commentary and stop resisting and start helping. Deb has spent almost 30 years in the mortgage industry and you will enjoy her discussion on this timely topic.
20 min - Episode 144: Wisdom from a Mortgage Banking Serial Entrepreneur
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Tammy Butler, CEO, Fair Lending Diversity and Publisher of Mortgage Currentcy discusses Wisdom from a Mortgage Banking Serial Entrepreneur. Highlights include: how to achieve results differently; people are different; managers as recruiters; crowdsource information and opinions and how to manage wearing many hats. Tammy has started business, acquired businesses and sold businesses over many years. You will enjoy listening to her keys to being a successful entrepreneur.
21 min - Episode 143: Lessons Learned: Corporate Career vs. Owning Your Own Business
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Jennifer Whip, Principal, Cambridge One talks about the Lessons Learned in having a Corporate Career vs. Owning your Own Business. Highlights include: delegating is key; people will rise to the occasion; remove mundane tasks; client drive-value proposition and networking with other consultants. Jennifer was with Fannie Mae for over 25 years. As a seasoned veteran, you will enjoy listening to how she made the transition.
19 min - Episode 142: Different Management Styles for Different Levels of Originators
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Rob Spellman, Board Member & Advisor to President of Gold Star Mortgage, discusses Management Styles and Originators. Highlights include: constantly evaluate the team; have a repeatable process; 80/20 is real; top LOs should be treated differently and identify LOs strengths. Rob has spent many years in the mortgage industry with some of the top mortgage lenders. You will want to hear Rob talk about this timely topic. You will also want to hear how he became the “HP12C expert”!
19 min - Episode 141: How to Manage an Outside Owner of a Mortgage Company
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Pat Sheehy, President & CEO, Hamilton Home Loans talks about How to Manage an Outside Owner of a Mortgage Co. Highlights include: frequent communication is key; spend time coaching and teaching; setting expectations and being transparent; deliver the good and bad; be patient and focus on the long-term view. Pat has over 30 years of experience in the mortgage industry and you will enjoy listening to him on this very interesting topic.
21 min - Episode 140: How do you Drive Loan Originators to be Top of Mind in their Marketplace
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Brian Vieaux, President, FinLocker discusses How do you Drive LOs to be Top of Mind in their Marketplace. Highlights include: what is the LO doing to be digitally relevant to the consumer; content must be personal to an individual; it’s critical to offer value added content; how do you become a local expert and what technology will you use to differentiate yourself in 2021. Brian has over 28 years in the mortgage industry and you will want to listen to him talk about these important topics for 2021.
21 min - Episode 139: Making the Transition from a Large Lender to a Smaller Lender
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Kevin Crichton, President and COO, EMM Loans LLC talks about Making the Transition from a Large Lender to a Smaller Lender. Highlights include: the challenge of blending cultures; be ahead of the curve—be proactive; listen, not just hear; how to strike the right balance between structure and entrepreneurship and your partners are critical to growth. Kevin has spent over 35 years in the mortgage industry and has held many roles as owner and senior leader for both large and smaller lenders. You will really enjoy listening to his thoughts on leading in different corporate environments.
21 min - Episode 138: How the Consumers’ Journey has Changed
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Brian Simon, President, Lenders One Mortgage Cooperative and Trelix discusses How the Consumers’ Journey has Changed. Highlights include: hire employees not like you; have patience—success does not happen overnight; rise of independent mortgage banker will continue; be more convenient to consumers and future of branch structures is questionable. Brian has spent many years in the mortgage industry and you will enjoy his comments about the consumer and the mortgage industry.
22 min - Episode 137: Future of Video Selling in Origination
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Otway Wallace, SVP, Director of Mortgage Sales, Southern Division at South State Bank discusses the Future of Video Selling in Origination. Highlights include: slow down and be patient; be relevant; all stewards in business; personal connections with video and the uses of technology in business. Otway talks about introducing the team by video. You will particularly enjoy his English Bull Dog story.
20 min - Episode 136: Helping Order Takers Become Value Sellers
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Stacy Blair, Regional Manager Consumer Direct, NewRez talks about Helping Order Takers Become Value Sellers. Highlights include: stride for respect; stay humble; treat employees like family;
give consumers multiple options and focus on conversion rate. Stacy has some very thought provoking ideas on selling that you will enjoy hearing about.
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.