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Mortgage Manager Playbook
Mortgage Manager Playbook episodes
- Episode 253: NAR’s Settlement and Its Implications with Kevin Peranio
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Kevin Peranio, Chief Lending Officer. Highlights include: no dual representation; industries are specialized; impact of buyer’s cycle time; mine your own database and master one thing. Kevin has been in the mortgage industry for over 25 years.
30 min - Episode 252: What Key Sales Activities are Critical Today?
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Jon Overfelt, Director of Sales/Owner, American Security Mortgage Corp. Highlights include: social media as an connection tool; face to face matters; auto-campaign is not selling; doing what others won’t and take action consistently. Jon has been in the mortgage industry for over 25 years.
24 min - Episode 251: Being Memorable in Your Sales Interactions
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Dan Ervin, FVP, Mortgage Sales Director at First Merchants Bank. Highlight include: market share growth; WIIFT; living in the “Now” and assume nothing. Dan has been in the mortgage industry for over 30 years.
21 min - Episode 250: How to Get the Most out of Your LOs
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Greg Sayegh, Chief Strategy Officer and Co-Founder. Highlights include: role of Branch Manager and Regional Manager has changed; 40% industry turnover; churning of low producers and 88% of LOs are doing two loans or less a month. Greg has been in the mortgage industry for over 35 years.
24 min - Episode 249: Good Sales Leadership is a Sales Multiplier
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Mark Deitz, Managing Director, Mortgage at SECU. Highlights include: retraining to purchase money market; market shrinkage is an opportunity; sales leadership mindset; peer networking matters and investing in the right people. With over 20 years experience, Mark is a Certified Mortgage Banker, a Certified Mortgage Advisor and currently serves on the Board of Directors for the Mortgage Bankers Association of Metropolitan Washington.
25 min - Episode 248: Embracing CRA to Increase Production
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Greg Schatz, Director of National Sales, Allied Mortgage Group. Highlights include: target sales strategies for different generation; Gen Z is the first digital generation; leadership matters in CRA; state auditors issue and diversified thinking is required. Greg has more than 30 years’ experience in the mortgage industry.
22 min - Episode 247: Social Media for Loan Originators
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Tim Pascarella, President, Ross Mortgage. Highlights include: don’t over think it; start with emotion; how to overcome video fear; check ego for video and ask for followers. Tim has been with Ross Mortgage for over 24 years. Check out his videos.
23 min - Episode 246: Key Marketing KPIs for 2024
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John Seroka, President, Seroka Brand Development. Highlights include: need both quantitative and qualitative metrics; lead quality matters; corporate personality; social sentiment is key and must test for success. With a track record dating back to 1987, John specializes in creating and implementing digital marketing and public relations strategies.
25 min - Episode 245: Expanding Your Origination Business throughout the State
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Stephen Moye, Sales Manager/Sr. Loan Officer, New American Funding. Highlights include: two for one selling strategies; who controls lead wins; what others can’t do; Plus 1--learn a niche and develop a skill and consistency matters in marketing. With over 25 years in the mortgage industry, he was named by Scotsman Guide and Mortgage Executive Magazine as one of the top loan originators in 2020, 2021 and 2022.
24 min - Episode 244: Top Three Strategies to Get More Referrals
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Michael Seminari, Director of Customer Experience at STRATMOR Group. Highlights include: takes more to have customers “love” you; what drives repeat business referrals; pulse point interactions; asking “unmasked” questions and how does Gen Z want to be handled during the process. Michael has 25 years of B2C and B2B Enterprise sales, customer experience, product management and account management in the FinTech and Mortgage Industries.
26 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.