Mortgage Manager Playbook

Updated: 16 Feb 2025 • 187 episodes
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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.

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Chuck Sanders, CEO and Founder at Diverse Mortgage Services. Highlights include: restore the personal touch; minority markets untapped; grass roots engagement opportunity; technology a competitive edge and “Jaime Dimon’s stand”. Chuck has over 20 years’ experience in the mortgage business.

24 min
00:00
24:38
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Rick Roque, VP, Growth at NFM Lending. Highlights include: expansion and discipline; small pool of recruitable LOs; automation and lower costs; super brokers and specialized call centers. Rick has experience as a mortgage broker, entrepreneur and a national leader in growth strategies.

30 min
00:00
30:33
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Scott Moriarty, Principle Partner, Mountain View Advisors. Highlights include: proactive technology change management is essential; need to leverage existing systems effectively; focus on data-driven decision-making; leadership empowerment and employee dedicated change management team. Scott has over 25 years of experi

29 min
00:00
29:17
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Eric Mitchell, Author and Chief Revenue Officer, Client Direct Mortgage. Highlights include: five key drivers of the 1% in sales; your personal profound experience; true mentorship; restructuring of sales roles and reluctance to change. Eric has over 25 years’ experience in the mortgage industry.

34 min
00:00
34:59
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Erica Acie, Head of Originations, Truist. Highlights include: prioritizing the client experience as a foundational KPI; become valued financial advisors; core competencies for sales success; robust on-boarding process and embracing technology. Erica has been in the mortgage industry for over 30 years.

26 min
00:00
26:09
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Ruth Stephenson, Area Manager, Guild Mortgage. Highlights include: “power hour” approach emphasizing peer accountability; fostering confidence to overcome call reluctance; quantitative feedback and group discussions and commitment and incentives drive increased lead generation. Ruth has been in the mortgage industry fo

20 min
00:00
20:55
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