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 248: Embracing CRA to Increase Production

    Episode 248: Embracing CRA to Increase Production

    Greg Schatz, Director of National Sales, Allied Mortgage Group.  Highlights include:  target sales strategies for different generation; Gen Z is the first digital generation; leadership matters in CRA; state auditors issue and diversified thinking is required.  Greg has more than 30 years’ experience in the mortgage industry.

  • Episode 247: Social Media for Loan Originators

    Episode 247: Social Media for Loan Originators

    Tim Pascarella, President, Ross Mortgage.  Highlights include:  don’t over think it; start with emotion; how to overcome video fear; check ego for video and ask for followers.  Tim has been with Ross Mortgage for over 24 years.  Check out his videos.

  • Episode 246: Key Marketing KPIs for 2024

    Episode 246: Key Marketing KPIs for 2024

    John Seroka, President, Seroka Brand Development. Highlights include: need both quantitative and qualitative metrics; lead quality matters; corporate personality; social sentiment is key and must test for success. With a track record dating back to 1987, John specializes in creating and implementing digital marketing and public relations strategies.

  • Episode 245: Expanding Your Origination Business throughout the State

    Episode 245: Expanding Your Origination Business throughout the State

    Stephen Moye, Sales Manager/Sr. Loan Officer, New American Funding. Highlights include: two for one selling strategies; who controls lead wins; what others can’t do; Plus 1--learn a niche and develop a skill and consistency matters in marketing. With over 25 years in the mortgage industry, he was named by Scotsman Guide and Mortgage Executive Magazine as one of the top loan originators in 2020, 2021 and 2022.

  • Episode 244: Top Three Strategies to Get More Referrals

    Episode 244: Top Three Strategies to Get More Referrals

    Michael Seminari, Director of Customer Experience at STRATMOR Group. Highlights include: takes more to have customers “love” you; what drives repeat business referrals; pulse point interactions; asking “unmasked” questions and how does Gen Z want to be handled during the process. Michael has 25 years of B2C and B2B Enterprise sales, customer experience, product management and account management in the FinTech and Mortgage Industries.