『Mortgage Manager Playbook』のカバーアート

Mortgage Manager Playbook

Mortgage Manager Playbook

著者： Pat Sherlock
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 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.Pat Sherlock 2020 マネジメント・リーダーシップ マーケティング マーケティング・セールス リーダーシップ 経済学
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  • Episode 305: Speed to Need: The Consumer’s Homeownership Journey

    Episode 305: Speed to Need: The Consumer’s Homeownership Journey
    2025/09/29

    Dave Savage, Chief Growth Officer, TrustEngine & Founder, Mortgage Coach. Highlights include: real competitive edge comes from identifying and addressing consumer needs—even before the consumer is fully aware they have them; success requires delivering data-driven insights directly to LOs in simple, mobile-first formats with scripts and tools to act immediately; top producers differentiate by getting in front of the customer earlier—before they’ve engaged a referral partner; the industry underinvests in financial literacy, waiting until buyers are in their 30s or 40s; and the modern LO must evolve beyond transaction processing to educator and presenter. The future belongs to mortgage professionals who combine data + education + proactive engagement to reach borrowers at their true Speed to Need.
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    23 分
  • Episode 304: Breaking Free from Transactional Training Model

    Episode 304: Breaking Free from Transactional Training Model
    2025/09/14

    Dave Savage, Chief Growth Officer, TrustEngine & Founder of Mortgage Coach. Highlights include: discussion of transactional training vs advisory model; the trap of price and rate thinking; leadership’s role; the LO as wealth advisor and the use of technology in the future. The illiterate of 2025 and beyond will not be those who can’t read/write but those who can’t unlearn old practices and relearn new ones.

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    23 分
  • Episode 303: Branch Manager Misalignment: Impact on Lenders’ Profitability

    Episode 303: Branch Manager Misalignment: Impact on Lenders’ Profitability
    2025/08/21

    Rich Weidel, CEO, Princeton Mortgage. Highlights include: industry profitability challenges; misalignment across the organization; productivity as the key driver of cost; cultural and leadership issues and path forward: transparency and smaller profitable teams. Rich has been recognized as the 2019 Most Admired CEO Award – Philly and National Mortgage Professional Top 40 Under 40.
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    34 分
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