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

  • E196 - Episode 196: The Value of In-house Counsel and How to Evaluate Outside Counsel

    E196 - Episode 196: The Value of In-house Counsel and How to Evaluate Outside Counsel

    Kim Coleman, Associate General Counsel at Primary Residential Mortgage talks about The Value of In-house Counsel and How to Evaluate Outside Counsel. Kim has been an attorney for over 10 years and you will enjoy her insights.

    17:20
  • E195 - Episode 195: Building your own Bot

    E195 - Episode 195: Building your own Bot

    Ryan Todd, EVP Capital Markets at Integrity Home Mortgage talks about Building your own Bot. Highlights include: what is a bot; what tasks are perfect for bots; what activities should humans be working on; how is productivity im...

    20:42
  • E194 - Episode 194: Transitioning from a Bank to an IMB

    E194 - Episode 194: Transitioning from a Bank to an IMB

    Matt Koch, SVP Area Manager at Ruoff Mortgage discusses Transitioning from a Bank to an Independent Mortgage Banker. Highlights include: rising importance of technology/fintech; data integrity is critical; getting to borrowers f...

    17:55
  • E193 - Episode 193: Implementing Cultural Change in an Organization

    E193 - Episode 193: Implementing Cultural Change in an Organization

    Ellie Fordyce, Chief People Officer at Westerra CU talks about Implementing Cultural Change in an Organization. Highlights include: defining culture; it’s a complex process; employee engagement is a must; research is important a...

    17:16
  • E192 - Episode 192: Combo Prospecting: The One-Two Punch that Fills Your Pipeline

    E192 - Episode 192: Combo Prospecting: The One-Two Punch that Fills Your Pipeline

    I interviewed Tony J. Hughes, author of Combo Prospecting: The Powerful One-Two Punch that Fills your Pipeline and Wins Sales (AMACOM, 243 pp. Available on Amazon). This is one of the best books I’ve read on Prospecting. You don’...

    31:49