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 252: What Key Sales Activities are Critical Today?

    Episode 252: What Key Sales Activities are Critical Today?

    Jon Overfelt, Director of Sales/Owner, American Security Mortgage Corp. Highlights include: social media as an connection tool; face to face matters; auto-campaign is not selling; doing what others won’t and take action consistently. Jon has been in the mortgage industry for over 25 years.

  • Episode 251: Being Memorable in Your Sales Interactions

    Episode 251: Being Memorable in Your Sales Interactions

    Dan Ervin, FVP, Mortgage Sales Director at First Merchants Bank. Highlight include: market share growth; WIIFT; living in the “Now” and assume nothing. Dan has been in the mortgage industry for over 30 years.

  • Episode 250: How to Get the Most out of Your LOs

    Episode 250: How to Get the Most out of Your LOs

    Greg Sayegh, Chief Strategy Officer and Co-Founder.  Highlights include:  role of Branch Manager and Regional Manager has changed; 40% industry turnover; churning of low producers and 88% of LOs are doing two loans or less a month.  Greg has been in the mortgage industry for over 35 years.

  • Episode 249: Good Sales Leadership is a Sales Multiplier

    Episode 249: Good Sales Leadership is a Sales Multiplier

    Mark Deitz, Managing Director, Mortgage at SECU.  Highlights include:  retraining to purchase money market; market shrinkage is an opportunity; sales leadership mindset; peer networking matters and investing in the right people. With over 20 years experience, Mark is a Certified Mortgage Banker, a Certified Mortgage Advisor and currently serves on the Board of Directors for the Mortgage Bankers Association of Metropolitan Washington.

  • 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.