Mortgage Manager Playbook | Podcast on RSS.com

Mortgage Manager Playbook

Mortgage Manager Playbook

by Pat Sherlock

Entrepreneurship Marketing

Managing Top Producers

Molly Dean, SVP of Production, Leader One Financial. Key Highlights: top producers don’t want to be left alone—they want meaningful support; respect matters more than special treatment; retention isn’t just about compensation; micromanagement kills productivity; and purpose sustains long-term success.

Building a High Performance Sales Team

Rebecca Costanzo, Director, Mortgage Originations at United Community Bank. Key Highlights: high-performing teams ae built through coaching; emotional intelligence is a revenue driver; manage behaviors before you measure results; and today’s best leaders don’t just manage numbers---they understand people.

Coaching and Success in Origination

Eric Mitchell, Chief Revenue Officer, NEXA Mortgage. Key Highlights include: AI is no longer optional; your CRM is the foundation; coaching accelerates success; implementation beats information; and accountability creates growth.

Technology Should Be a Multiplier, Not a Fix

Pat interviewed Ryan Todd, Chief Capital Markets Officer, V.I.P. Mortgage. Key Highlights: fix the process before buying more technology; measure ROI, not vendor features; root cause analysis comes before automation; and the future belongs to lenders who lower cost to produce.

Build a Book that Stays: Turning One-Time Client into Lifetime Revenue

Brian Koss, Regional Manager, Movement Mortgage. Key Highlights: 80% of borrowers forget their loan officer within 2-3 years; generic drip campaigns are dead; your database is either an annuity or a graveyard; and the best loan officers don’t sell loans—they manager debt for life.

Building a Future Mortgage Company

Jay Promisco, CEO, GO Mortgage. Key Highlights: the old mortgage model is dying; AI won’t fix a broken company; the loan officer of the future is an influencer and relationship builder; the next cycle will reward profitability over volume; and sales leaders need to simplify.

Episode 316: Turning Customer Experience into Revenue: Lessons from Secret Shopping

Tom Finnegan, Principal, Stratmor Group. Key highlights: secret shopping reveals the real customer experience; lack of follow-up is a key problem; too many LOs are order takers instead of consultants; speed matters; and customer experience is now a competitive advantage.

Episode 315: 2026 Trends in Production

Dave Savage, Chief Growth Officer, TrustEngine & Founder, Mortgage Coach. Key Highlights: the game has shifted from transactional to advisory; consistency separates the Top 1%; prospecting wins before Noon; technology adoption is a mindset, not an age issue; and your database is still the #1 growth asset.

Episode 314: Paradox of the P&L Management

Stephen Moye, Producing Sales Mgr/Sr. Loan Officer, New American Funding. Key Highlights include: ownership is often given without readiness; production skill does not equal operational leadership; ownership is a trade-off, not a promotion; the economics of leadership no longer work; and the industry model is misaligned with the future.

Episode 313: Achieving High Productivity in Sales

Jay Crowell, President, National Retail Division, Cornerstone Home Lending. Key Highlights: mission over money drives long-term success; the future belongs to human value, not just information; high performers are ruthless with focus; database equals the most underutilized goldmine; and great managers balance care and accountability.

1 of 23