Mortgage Manager Playbook

di Pat Sherlock

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 sa ...   ...  Leggi dettagli
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Episodi del podcast

  • Episode 267: Moving IT to Sales

    Episode 267: Moving IT to Sales

    E267
    25:12

    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.

  • Episode 266: Fixing the Broken Sales Model: Leadership Malpractice

    Episode 266: Fixing the Broken Sales Model: Leadership Malpractice

    E266
    25:36

    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.

  • Episode 265: What Realtors want from Loan Officers

    Episode 265: What Realtors want from Loan Officers

    E265
    26:31

    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.

  • Episode 264: Breaking Free from Being Held Hostage by Your Sales Force

    Episode 264: Breaking Free from Being Held Hostage by Your Sales Force

    E264
    37:22

    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.

  • Episode 263: Interview with Mark Stiving, Ph.D., Author, Selling Value

    Episode 263: Interview with Mark Stiving, Ph.D., Author, Selling Value

    E263
    36:49

    Mark Stiving author of Selling Value, How to Win More Deals at Higher Prices. Most know they’re supposed to sell value, but don’t know how. Mark discusses how buyers discover value and how salespeople can help.