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Mortgage Manager Playbook
Mortgage Manager Playbook episodes
- Episode 105: Empowering Your Sales Staff
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Pat interviews Mike Mulwani, Director of Mortgage, First International Bank & Trust. Highlights include the best sales team engagement strategy; building team consensus; and using a fact-based approach to maintain integrity and credibility.
19 min - Episode 104: What to Know Before Becoming a Manager
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Pat interviews Pat Casey, EVP, Fulton Mortgage Company. Highlights include the importance of developing leadership skills; the value of mentoring; and hiring for cultural fit.
22 min - Episode 103: Creating a Positive Environment
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Pat interviews Malcolm Hollensteiner, Head of Mortgage Production, Sandy Spring Bank on creating a positive environment. Highlights include: Key hurdles for top producers; creating a positive environment; and the best way to work with an existing team.
19 min - Episode 102: Making the Jump to Manager
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Pat interviews Richard Custer, Eastern Divisional Manager, Rock Mortgage on making the jump from top producer to manager. Highlights include: The Secret Sauce in managing; does micro-managing work; and making the jump to management.
17 min - Episode 101: Getting Employees to Adopt Change
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Pat interviews Lisa Schreiber, SVP Non-Agency at NewRez on getting your sales team to adopt a new sales strategy or skill. Highlights include: The Secret Sauce – What makes a manager successful; key practices in managing a new staff; and tactics to help employees adopt change.
17 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.