Mortgage Manager Playbook

by 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 ...   ...  Read more

Podcast episodes

  • Episode 258: Fixing the Broken Sales Model: Rick Sharga

    Episode 258: Fixing the Broken Sales Model: Rick Sharga

    Rick Sharga, Founder & CEO, CJ Patrick & Co. Highlights include: future for housing is bright; follow population growth; back office productivity is key; work your database and more consolidation of the inefficient. Rick’s firm is a market intelligence and business advisory that helps real estate, financial services, and technology companies develop a position of competitive advantage and use it to drive business strategies.

  • Episode 257: NAR’s Settlement and Its Implications with Brian Koss

    Episode 257: NAR’s Settlement and Its Implications with Brian Koss

    Brian Koss, Regional Director, Movement Mortgage. Highlights include: dual representation doesn’t work; no part time people; raising value of professionalism and a la carte selection. Brian has been in the mortgage industry for over 35 years.

  • Episode 256: Fixing a Broken Sales Model

    Episode 256: Fixing a Broken Sales Model

    Tom Finnegan, Principal at STRATMOR Group. Highlights include: volume and profitability not a relationship; cost per loan now; free agent sales culture; production economics and deeper analysis of sales force. Tom is an experienced mortgage banking chief executive and is currently a strategic consultant in mortgage banking.

  • Episode 255: NAR’s Settlement and Its Implication with S.A. Ibrahim

    Episode 255: NAR’s Settlement and Its Implication with S.A. Ibrahim

    S.A. Ibrahim, retired CEO at Radian. Highlights include: winners will be proactive; intermediaries will enter; biggest impact will be AI not NAR settlement and AI in mortgage industry will happen sooner rather than later. S.A. Ibrahim is a seasoned executive with almost 40 years of experience in the fintech sector.

  • Episode 254: How Local MBA Groups Can Help Lenders

    Episode 254: How Local MBA Groups Can Help Lenders

    Mark Deitz, Manager Director of Mortgage at SECU Credit Union. Highlights include: networking community; relevant education; involvement in industry and monthly newsletter. Mark has been in the industry over 20 years.