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Mortgage Manager Playbook
Mortgage Manager Playbook episodes
- Episode 272: YouTube Millionaire Mastery
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!
Stewart Vickers, Author. Highlights include: first 10 seconds are key; cheat code; importance of an email list; YouTube analytics and YouTube sales funnel. Stewart shares his proven framework for YouTube success. The book is perfect for sales people and sales leaders because it gives you the step by step guide toward making YouTube work for you.
39 min - Episode 271: ROI on Training and Future Trends
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David Upbin, VP, MBA Education at MBA. Highlights include: ROI of Training; Training Investment = Better Retention; Executive coaching; Joining committees and College programs. David is the leader of the operations, program execution, and financial management of MBA Education.
38 min - Episode 270: All Hands on Deck—Action Items for Banks
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!
Tom Finnegan, Principal and Author, STRATMOR Group. Highlights of article include: decline of bank mortgage share; risk and return of mortgage lending; needs-based discovery at branch; mortgage as a set of skills and Big World Theory. Tom is an experienced mortgage banking chief executive and is currently a strategic consultant in mortgage banking.
33 min - Episode 269: No Customer Referrals: Here’s Why and How to Correct
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!
Mike Seminari, Director of Customer Experience, STRATMOR Group. Highlights include: why you are not getting referrals; “liking” and testimonials are not enough; delighting is delivering the unexpected; 7 keys to customer experience success and 90% of finding a LO is their personal network. Mike has been in the industry for over 25 years.
30 min - Episode 269: No Customer Referrals: Here’s Why and How to Correct
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!
Mike Seminari, Director of Customer Experience, STRATMOR Group. Highlights include: why you are not getting referrals; “liking” and testimonials are not enough; delighting is delivering the unexpected; 7 keys to customer experience success and 90% of finding a LO is their personal network. Mike has been in the industry for over 25 years.
30 min - Episode 268: Solving Your Process Gaps in Your Workflow
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!
Suha Zehl CMB, Founder/Managing Director at Z Technology Solutions. Highlights include: implementing AI and fear problem; knowing what you don’t know; customer for life experience and emotional connection; “shiny new object problem” and tech stack evaluation. Suha has over 25 years’ experience in the industry.
28 min - Episode 267: Moving IT to Sales
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!
James White, General Manager, Banking at Total Expert. Highlights include: data viewed as a liability not an asset; personalization is fundamental; crawl, walk and run; 4 key data points and high tech/high touch.
26 min - Episode 266: Fixing the Broken Sales Model: Leadership Malpractice
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Greg Sayegh, Chief Strategy Officer/Co-Founder, InGenius. Highlights include: what is leadership malpractice; if recruiting you “own” them; accountability is not micromanaging; 50% close 92% of sales and key goals in selling. Greg has been in the mortgage industry for over 35 years.
26 min - Episode 265: What Realtors want from Loan Officers
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!
Debra Killian, owner of CLOES.Online. Highlight include: communicate as soon as possible; most important mesh personality with customer; referral customers speak to immediately and offer options to customers. Deb is a 35 year veteran in mortgage lending.
27 min - Episode 264: Breaking Free from Being Held Hostage by Your Sales Force
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Pat interviewed Michael Hammond JD,CMT at NexLevel Advisors LLC. Highlights include: out of balance sales teams; failure to manage capacity; leveraging best practices; changing manager compensation models and training as an investment. Michael is a seasoned mortgage technology executive with over two decades of experience in financial services industry.
38 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.