Mortgage Manager Playbook

By Pat Sherlock

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Episodes: 220

Description

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.

Episode Date
Building a Future Mortgage Company
May 28, 2026
Episode 316: Turning Customer Experience into Revenue: Lessons from Secret Shopping
May 22, 2026
Episode 315: 2026 Trends in Production
May 06, 2026
Episode 314: Paradox of the P&L Management
Apr 28, 2026
Episode 313: Achieving High Productivity in Sales
Apr 14, 2026
Episode 312: The Why of Money: Change or Become Irrelevant
Apr 09, 2026
Episode 311: AI that Move Loans
Mar 30, 2026
Episode 310: Loan Officer Retention Strategies
Mar 15, 2026
Episode 309: Removing Friction in the Mortgage Process
Mar 09, 2026
Episode 308: The Unbelievable Adventures of Gabby and Josh Can, Author LaTasha Waddy
Mar 09, 2026
Episode 307: Corporate Cure, author John Owens
Mar 09, 2026
Episode 306: What Mortgage Leaders must Rethink in 2025-2030
Mar 08, 2026
Episode 305: Speed to Need: The Consumer’s Homeownership Journey
Sep 29, 2025
Episode 304: Breaking Free from Transactional Training Model
Sep 14, 2025
Episode 303: Branch Manager Misalignment: Impact on Lenders’ Profitability
Aug 21, 2025
Episode 302: What is Means to be an Entrepreneur in Sales
Aug 11, 2025
Episode 301: Hunting in a Down Market: Affordable Housing Opportunities
Aug 04, 2025
Episode 300: Senior Age of Management and Failure to Innovate
Jul 21, 2025
Episode 299: Important Trends in Reverse Mortgages
Jul 13, 2025
Episode 298: Recent Trends in Recruiting from LOs to Executives
Jun 01, 2025
Episode 297: Winning Strategies during a Merger Retention
May 27, 2025
Episode 296: Financial Literacy and Best Practices
May 12, 2025
Episode 295: Upsetting the Cult of Comfort
Apr 21, 2025
Episode 294: Managing in a Volatile Time
Apr 14, 2025
Episode 293: Persevering Through Purpose
Apr 06, 2025
Episode 292: Building a National Recruiting Plan
Mar 30, 2025
Episode 291: Three Types of Leaders: What Works in Volatile Markets
Mar 23, 2025
Episode 290: Rocket & Zillow Views on Future of Mortgage Banking
Mar 16, 2025
Episode 289: Why be a Broker in a Challenging Market?
Mar 10, 2025
Episode 289: Why be a Broker in a Challenging Market?
Mar 09, 2025
Episode 288: New Revenue Growth Opportunities for 2025
Mar 02, 2025
Episode 287: How to Manage Change
Feb 24, 2025
Episode 286: Overcoming Key Mistakes in Leadership
Feb 24, 2025
Episode 285: Untapped Market Opportunities
Feb 16, 2025
Episode 284: Growing Your Mortgage Business in 2025
Feb 10, 2025
Episode 283: Developing a Change Management Strategy
Feb 03, 2025
Episode 282: The Why of Money
Jan 27, 2025
Episode 281: Setting up Your Sales Teams for Success in 2025
Jan 21, 2025
Episode 280: The New Version of the Power Hour
Jan 13, 2025
Episode 279: Don’t Accept Poor Sales Results
Jan 06, 2025
Episode 279: Don’t Accept Poor Sales Results
Jan 06, 2025
Episode 278: Entering a New Market
Dec 17, 2024
Episode 277: Getting the Most out of your People in 2025
Dec 11, 2024
Episode 276: What Makes a Successful Broker?
Nov 11, 2024
Episode 275: 2025 Operational Roadmap
Nov 03, 2024
Episode 274: Amazon Effect on Mortgage Lending
Oct 27, 2024
Episode 273: What Do Loan Officers Want from Their Lenders
Oct 21, 2024
Episode 272: YouTube Millionaire Mastery
Oct 14, 2024
Episode 271: ROI on Training and Future Trends
Oct 07, 2024
Episode 270: All Hands on Deck—Action Items for Banks
Sep 30, 2024
Episode 269: No Customer Referrals: Here’s Why and How to Correct
Sep 23, 2024
Episode 269: No Customer Referrals: Here’s Why and How to Correct
Sep 23, 2024
Episode 268: Solving Your Process Gaps in Your Workflow
Sep 15, 2024
Episode 267: Moving IT to Sales
Sep 09, 2024
Episode 266: Fixing the Broken Sales Model: Leadership Malpractice
Aug 12, 2024
Episode 265: What Realtors want from Loan Officers
Aug 05, 2024
Episode 264: Breaking Free from Being Held Hostage by Your Sales Force
Jul 29, 2024
Episode 263: Interview with Mark Stiving, Ph.D., Author, Selling Value
Jul 21, 2024
Episode 262: Fixing the Broken Sales Model: Core Competencies and When to Outsource
Jul 15, 2024
Episode 261: Fintech & Bankers: What is the Correct Strategy?
Jun 30, 2024
Episode 260: Fixing the Broken Sales Model: Practical Tips for Investing and Using Technology
Jun 23, 2024
Episode 259: Steps to Pricing a Mortgage Loan
Jun 18, 2024
Episode 258: Fixing the Broken Sales Model: Rick Sharga
Jun 02, 2024
Episode 257: NAR’s Settlement and Its Implications with Brian Koss
May 27, 2024
Episode 256: Fixing a Broken Sales Model
May 20, 2024
Episode 255: NAR’s Settlement and Its Implication with S.A. Ibrahim
May 12, 2024
Episode 254: How Local MBA Groups Can Help Lenders
May 06, 2024
Episode 253: NAR’s Settlement and Its Implications with Kevin Peranio
Apr 27, 2024
Episode 252: What Key Sales Activities are Critical Today?
Apr 22, 2024
Episode 251: Being Memorable in Your Sales Interactions
Apr 14, 2024
Episode 250: How to Get the Most out of Your LOs
Mar 18, 2024
Episode 249: Good Sales Leadership is a Sales Multiplier
Mar 05, 2024
Episode 248: Embracing CRA to Increase Production
Feb 19, 2024
Episode 247: Social Media for Loan Originators
Feb 11, 2024
Episode 246: Key Marketing KPIs for 2024
Jan 29, 2024
Episode 245: Expanding Your Origination Business throughout the State
Jan 22, 2024
Episode 244: Top Three Strategies to Get More Referrals
Jan 15, 2024
Episode 243: Successfully Going from Non-Delegated to Delegated
Jan 08, 2024
Episode 242: What Metrics should Senior Sales Leaders use Today?
Dec 18, 2023
Episode 241: Solution-Orientated Loan Officer
Nov 26, 2023
Episode 240: Value-Based Selling: What is Means Today
Nov 06, 2023
Episode 239: The Rise of the New Loan Officer
Oct 23, 2023
Episode 238: Modern Day Sales Blocking & Tackling
Oct 16, 2023
Episode 237: Launching a Technology Change Strategy
Oct 08, 2023
Episode 236: Getting the Green Light for Sales Investment
Oct 02, 2023
Episode 235: Sales Discipline & Accountability
Sep 24, 2023
Episode 234: New Trends in MSR
Sep 17, 2023
Episode 233: How to Sell More Cars
Sep 10, 2023
Episode 232: Personalization and Marketing Success
Jul 31, 2023
Episode 231: Making Sales Investments
Jul 23, 2023
Episode 230: Getting Out of Your Comfort Zone
Jul 17, 2023
Episode 229: Helping Realtors Do More Business
Jul 09, 2023
Episode 228: Developing a Successful Sales Process
Jun 19, 2023
Episode 227: Getting LOs to go Digital
Jun 12, 2023
Episode 226: Developing the Next Generation of Leadership Skills
May 22, 2023
Episode 225: Succeeding in a New World of Mortgage Finance
May 15, 2023
Episode 224: Is Your Current Business Model Sustainable?
Apr 30, 2023
Episode 223: Using Facebook to Generate a LO’s Personal Brand
Apr 23, 2023
Episode 222: Freddie Mac: Mortgage Ready Report
Apr 17, 2023
Episode 221: Affordable Housing & Real Estate Professionals
Apr 10, 2023
Episode 220: Improv and Selling!
Apr 03, 2023
Episode 219: Digital Transformation in Coaching
Mar 19, 2023
Episode 218: Growth in a Down Market
Mar 13, 2023
Episode 217: Trends in Affordable Housing
Feb 27, 2023
Episode 216: How Leadership has Changed over the Last Decade
Feb 20, 2023
Episode 215:  Trends in the Affordable Housing Marketplace
Feb 07, 2023
Episode 214: Construction Perm Lending: How to do it the Right Way
Jan 31, 2023
Episode 213: We Got This!, A Guide to Securing Your Greatest Future
Jan 15, 2023
Episode 212: Selecting Data Vendors for Recruiting: What Really Matters
Dec 25, 2022
Episode 211: Developing LOs in a Difficult Market
Dec 18, 2022
Episode 210: Product Diversification in Today’s Volatile Market
Dec 04, 2022
Episode 209: What Works in Managing in 2023
Nov 27, 2022
Episode 208: Retaining Top Producers: Strategies that Work
Nov 20, 2022
Episode 207: Managing Successfully for the Long-term
Nov 14, 2022
Episode 206: Fannie Mae’s Future Housing Leaders Program
Oct 31, 2022
Episode 205: Selling Training to Management in a Down Market
Oct 24, 2022
Episode 204: Trident Mortgage Settlement Case
Oct 17, 2022
Episode 203: Using Data to Increase Minority Applications
Oct 11, 2022
Episode 202: Whole Loan Trading: How it Can Help in Difficult Markets
Oct 02, 2022
Episode 201: Today’s Three Mortgage Wars: Pricing, Traditional & Virtual
Sep 26, 2022
Episode 200: The 3 Minute Rule: Say Less to Get More from Any Pitch or Presentation
Sep 18, 2022
Episode 199: 2023: Trends and Solutions
Sep 10, 2022
Episode 198: Top Producer’s Game Plan
Sep 04, 2022
Episode 197: Top Producer’s Game Plan
Jul 10, 2022
Episode 196: The Value of In-house Counsel and How to Evaluate Outside Counsel
Jul 03, 2022
Episode 195: Building your own Bot
Jun 13, 2022
Episode 194: Transitioning from a Bank to an IMB
Jun 06, 2022
Episode 193: Implementing Cultural Change in an Organization
May 30, 2022
Episode 192: Combo Prospecting: The One-Two Punch that Fills Your Pipeline
May 15, 2022
Episode 191: Keys to Having Two-Thirds of Your LOs Ranked in the Scotsman Guide
May 01, 2022
Episode 190: The Race for Talent: Recruiting Differently
Apr 24, 2022
Episode 189: Managing Volume & Margin in Volatile Times
Apr 17, 2022
Episode 188: Financing Delinquent Loans in Today’s Market
Apr 10, 2022
Episode 187: Starting Retail in Today’s Market
Apr 02, 2022
Episode 186: The Importance of Developing your Personnel
Mar 27, 2022
Episode 185: What is Good Sales Training in Today’s Market?
Mar 21, 2022
Episode 184: Real Estate Agents & Loan Officers: Relationship Building
Mar 13, 2022
Episode 183: Crypto Markets and Mortgages
Mar 07, 2022
Episode 182: Renovation Lending: What’s it all about?
Feb 13, 2022
Episode 181: Emerging Trends in 2022 and the Future Outlook
Feb 06, 2022
Episode 180: Realtors & Loan Officers: Best Working Relationships
Feb 06, 2022
Episode 179: Trends in Non-QM: Why it isn’t Subprime 2.0
Jan 31, 2022
Episode 178: Working Together: Loan Officers and Real Estate Agents
Jan 31, 2022
Episode 177: How Loan Officers can develop a Successful Working Relationship with Real Estate Agents
Jan 31, 2022
Episode 176: What Types of Social Media Marketing should LOs do in 2022?
Jan 23, 2022
Episode 175: Identifying Talent & Setting them up for Success
Jan 17, 2022
Episode 174: Why Differentiation Matters in Mortgage Sales
Jan 10, 2022
Episode 173: How Processors can become the next Loan Officers
Jan 03, 2022
Episode 172: Credit Repair: What is it?
Dec 13, 2021
Episode 171: Top 3 Emerging Trends for 2022
Dec 05, 2021
Episode 170: Reputation Management: How to Ensure a Positive Reputation in 2022
Nov 28, 2021
Episode 169: Leading Sales into a New Digital Reality
Oct 24, 2021
Episode 168: Relationship-based vs Transactional LOs
Oct 17, 2021
Episode 167: Installing a Permanent Hybrid Working Environment
Oct 09, 2021
Episode 166: Preparing for Lower Volume in Consumer Direct
Oct 03, 2021
Episode 165: Selling to Top Realtors: What works in today’s marketplace
Sep 26, 2021
Episode 164: Increasing Diversity, Equity & Inclusion
Sep 19, 2021
Episode 163: Future of Consumer Lending: 10 years from Now
Sep 12, 2021
Episode 162: Rethinking Hiring Experienced Originators: Start a Rookie Program
Aug 09, 2021
Episode 161: Building a Purchase Business with Realtors
Jul 31, 2021
Episode 160: Hiring Virtually
Jul 25, 2021
Episode 159: Finding Relevance for Yourself
Jul 17, 2021
Episode 158: Best Practices for Managers in Delegating to their Staf
Jun 27, 2021
Episode 157: Lead Generation for Consumer Direct
Jun 07, 2021
Episode 156: Managing Culture in a Remote Working World
May 30, 2021
Episode 155: Starting a Consumer Direct Business from Scratch
May 22, 2021
Episode 154: What Works in Digital Strategy for Banks in 2021
May 08, 2021
Episode 153: Getting LOs to use Digital Technology
May 02, 2021
Episode 152: Starting a Recruiting Group within a Mortgage Company
Apr 24, 2021
Episode 151: Building a High Performance Team in a Remote Selling World
Apr 17, 2021
Episode 150: Moving Originators from Refinance to Purchase Money
Apr 11, 2021
Episode 149: Adjusting Capacity in a Changing Marketplace
Apr 05, 2021
Episode 148: Executing your Business Plan and Sticking With It
Mar 29, 2021
Episode 147: Originating Remotely in a Pandemic
Mar 06, 2021
Episode 146: Rookie Program: What Works & What Doesn’t
Feb 15, 2021
Episode 145: Explaining Loan Pricing to Originators
Feb 07, 2021
Episode 144: Wisdom from a Mortgage Banking Serial Entrepreneur
Jan 25, 2021
Episode 143: Lessons Learned: Corporate Career vs. Owning Your Own Business
Jan 18, 2021
Episode 142: Different Management Styles for Different Levels of Originators
Jan 11, 2021
Episode 141: How to Manage an Outside Owner of a Mortgage Company
Jan 03, 2021
Episode 140: How do you Drive Loan Originators to be Top of Mind in their Marketplace
Dec 06, 2020
Episode 139: Making the Transition from a Large Lender to a Smaller Lender
Nov 30, 2020
Episode 138: How the Consumers’ Journey has Changed
Nov 14, 2020
Episode 137: Future of Video Selling in Origination
Oct 31, 2020
Episode 136: Helping Order Takers Become Value Sellers
Oct 24, 2020
Episode 135: Helping Experienced Originators Adapt a New Way of Selling
Oct 19, 2020
Episode 134: What is the New Normal in Selling
Oct 11, 2020
Episode 133: Holding Employees Accountable
Oct 11, 2020
Episode 132: Building a Positive Accountability Structure
Sep 28, 2020
Episode 131: Establishing Meaningful Employee Objectives
Sep 20, 2020
Episode 130: Scaling Profitability
Sep 13, 2020
Episode 129: Planning for Tomorrow in a Volatile Marketplace
Sep 06, 2020
Episode 128: Future Role of Loan Officer
Aug 29, 2020
Episode 127: Selecting Business Niche
Aug 22, 2020
Episode 126: Hiring the Right People
Aug 17, 2020
Episode 125: Establishing a Clear Direction
Aug 08, 2020
Episode 124: Getting Experienced Originators to use New Technology
Aug 02, 2020
Episode 123: Managing Remotely
Jul 26, 2020
Episode 122: Preventing Employee Disengagement
Jul 19, 2020
Episode 121: Setting a Good Example
Jul 11, 2020
Episode 120: Scaling Your Sales Group
Jul 04, 2020
Episode 119: Change Resistance when New Leader takes the Helm
Jun 27, 2020
Episode 118: Taking over a New Team and Retaining Top Talent
Jun 21, 2020
Episode 117: Preventing a Negative Environment
Jun 11, 2020
Episode 116: Putting an Employee Development Plan in Place
Jun 11, 2020
Episode 115: Establishing an Open Dialogue
Jun 11, 2020
Episode 114: Dealing with Performance Problems
May 11, 2020
Episode 113: Conveying Your Company Vision to Your Employees
May 03, 2020
Episode 112: Establish Trust in a Group
Apr 30, 2020
Episode 111: Managing Difficult People
Apr 25, 2020
Episode 110: Prioritizing Your Time
Apr 24, 2020
Episode 109: Sales Metrics Managers Should Use in Measuring Success
Apr 22, 2020
Episode 108: Motivating Your Sales Reps: What Works & What Doesn’t
Apr 22, 2020
Episode 107: Breaking Down the Silos Between Sales and Ops
Apr 16, 2020
Episode 106: Having an Effective Sales Meeting
Apr 01, 2020
Episode 105: Empowering Your Sales Staff
Apr 01, 2020
Episode 104: What to Know Before Becoming a Manager
Apr 01, 2020
Episode 103: Creating a Positive Environment
Mar 29, 2020
Episode 102: Making the Jump to Manager
Mar 29, 2020
Episode 101: Getting Employees to Adopt Change
Mar 29, 2020