Mortgage Manager Playbook

by Pat Sherlock

Pat Sherlock’s podcast features interviews with top mortgage sales leaders who share their insights on how to tackle the toughest challenges facing managers today. 

Podcast episodes

  • E169 - Episode 169: Leading Sales into a New Digital Reality

    E169 - Episode 169: Leading Sales into a New Digital Reality

    Randell Gillespie, EVP, National Production Manager at Thrive Mortgage talks about Leading Sales into a New Digital Reality. Highlights include: building customer relationships; scorecard of technology usage; customers want a bi...

    19:48
  • E168 - Episode 168: Relationship-based vs Transactional LOs

    E168 - Episode 168: Relationship-based vs Transactional LOs

    Karen Blakeslee, EVP, East Division Manager at PrimeLending discusses Relationship-based vs Transactional Loan Officers. Highlights include: buying leads vs referral sources; how technology can help; no short cuts to relationshi...

    18:24
  • E167 - Episode 167: Installing a Permanent Hybrid Working Environment

    E167 - Episode 167: Installing a Permanent Hybrid Working Environment

    Eric Burgoon, Chief Lending Officer, Lake Michigan Credit Union talks about Installing a Permanent Hybrid Working Environment. Highlights include: why install hybrid working; how was hybrid working implemented; what were the goals...

    20:49
  • E166 - Episode 166: Preparing for Lower Volume in Consumer Direct

    E166 - Episode 166: Preparing for Lower Volume in Consumer Direct

    Jared Maxwell, Consumer Direct Sales Division Leader & VP, Embrace Home Loans discusses Preparing for Lower Volumes in Consumer Direct. Highlights include: emphasize talent selection; follow up is key with consumers; connecting ...

    18:27
  • E165 - Episode 165: Selling to Top Realtors: What works in today’s marketplace

    E165 - Episode 165: Selling to Top Realtors: What works in today’s marketplace

    Steve Capen, Real Estate Agent and Licensed Mortgage Broker at Keller William Realty talks about Selling to Top Realtors: What works in today’s marketplace. Highlights include: setting expectations correctly; no surprises is key...

    18:34